Coaching Contract | Terms & Conditions 

By submitting payment, you agree to the terms and conditions of this contract. This contract, terms and conditions are designed to be a reliable, agreeable and mutually beneficial agreement between the coach and the client. This document sets out the contract, terms and conditions for providing professional money coaching services between: Eleena Katz, Money Coach (hereby referred to as Coach) and Client. The Coach agrees to provide services to the Client as provided in this agreement. 

SCOPE 

Includes two 50-minute zoom sessions per month between the Coach and the Client

Voxer coaching Monday – Friday between 9 am PT – 4 pm PT. The coach will respond within 24.

Coaching sessions will take place via Zoom conferencing, and the Coach will send a link to the Client to join prior to the session time. 

CLIENT TERMS 

This agreement sets forth the terms and conditions between Client and Eleena Katz that govern the Client’s access to the use of services. By signing this agreement and by using any of the coaching services, you agree to be bound and abide by the terms of this agreement. 

COACH RESPONSIBILITY 

The Coach’s responsibility is to create a safe space for breakthroughs and personal growth. Coach will support, educate, and inspire the Client in achieving their goals and desired outcomes. 

The Coach will work with the Client to identify goals, and limiting beliefs, and offer solutions and suggestions, including but not limited to creating a system for success that works for the Client. The Coach will advise based on their own personal experience, training, and useful information. 

The Coach will also:
• Provide original, high quality services as requested by the client
• Treat the client with professionalism and courtesy at all times
• Respond to any communications within a reasonable timeframe
• Show up to coaching calls on-time unless prior notice has been given 

CLIENT RESPONSIBILITY 

The Client: 

  • Is solely and exclusively responsible for all financial decisions made, and is responsible for any and all outcomes by implementing the advice and steps from the Coach. 

  • By agreeing to this Coaching Agreement, Client acknowledges that the Coach is not a licensed investment advisor or financial planner, real estate agent, accountant, therapist, health or legal professional. 

  • Will be accountable, act upon the coaching, and do their part to make it a success and to accomplish goals. 

  • Understand that the Coach is not liable for any financial setbacks, other results, or non-results that may occur from a
    financial plan, information provided, or relationship with the coach.

  • The Client will also: 

  • Show up fully honest and available for the transformation 

  • Show up to coaching calls on time unless prior notice has been given 

  • Promptly pay fees as stated

INVESTMENT 

The client agrees to invest $7,500 for a 3-month package or $15k for a 6-month package. These payments cover the work between the Coach and the Client as specified in the Scope and agree to be paid on time. 

SCHEDULING 

The client or Coach may, from time to time, need to cancel or reschedule a coaching session. If Coach is responsible for the reschedule, Coach will become available to Client as the soonest possible opportunity within 7 business days. If Client is responsible for the reschedule, Client agrees to notify Coach no less than 24 hours prior to the scheduled meeting. However, if a session is missed without prior communication, the client agrees to forfeit that weekly session. 

CANCELLATION + REFUND POLICY 

Client understands that if they decide to withdraw at any time for any reason, they are still fully responsible for making all program payments, and no refunds will be provided. 

CONFIDENTIALITY AGREEMENT 

The Coach will not divulge that they are in a coaching relationship without the Client’s express consent. The Client, of course is free to discuss the coaching relationship with anyone at anytime. Any documents and supporting information that the Client provides to the Coach will be kept confidential. Any work created by the Coach that features the client’s information will be kept confidential unless permission from the Client allows otherwise. 

INDEMNIFICATION 

The Client agrees to hold the Coach Eleena Katz harmless for any such damages that may arise from the coaching work. In no event shall the Coach be liable for any direct, indirect, punitive, incidental, special consequential damages whatsoever arising out of or connected with the use or misuse of their work product. 

The Coach assumes no responsibility for any special, incidental, indirect, or consequential damages of any kind, or any damages whatsoever (including without limitation, those resulting from her work or from: 

• loss of use, data, or profits
• user or client reliance on the materials or documents produced
• costs of replacement writings, training, or documents
• delays or business interruptions,
• and any theory of liability, arising out of or in connection with the use or performance of the Coach’s work whether or not the Coach has been advised of the possibility of such damages. 

TERMINATION 

This agreement will automatically terminate after the agreed-upon amount of coaching sessions have been completed. 

Either party may terminate the agreement prior to its natural expiration under certain circumstances. This agreement may be terminated in the event of a breach of the terms by either party. The agreement may also terminate upon the inability of the Coach to perform the services because of a sudden and medically-documented physical or mental disability. In this case only, a refund less the coaching time already spent will be issued. Termination may also be enacted by either party for any reason. Notice must be given prior to termination. 

Client acknowledges that they have read, understands, and fully agrees to the terms of this Agreement.