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Financial Coaching Agreement 1. I understand Alabama Credit Union will provide a personal financial budgeting session to assist me in balancing my monthly income and expenses. A portion of this session
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How to fill out financial coaching agreement

01
Start by entering the date/month the agreement is being made.
02
Fill in the names and contact information of both the client and the financial coach.
03
Specify the services that will be provided by the financial coach.
04
Outline the payment terms including fees and payment schedule.
05
Include any terms and conditions such as cancellation policy or confidentiality agreement.
06
Both parties should review and sign the agreement to make it legally binding.

Who needs financial coaching agreement?

01
Individuals seeking financial guidance and advice.
02
Clients looking to improve their financial situation and habits.
03
Financial professionals who offer coaching services.
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The financial coaching agreement is a formal contract between a financial coach and a client outlining the terms and conditions of the coaching services to be provided.
Both the financial coach and the client are required to sign the financial coaching agreement.
The financial coaching agreement can be filled out by both parties by entering the necessary information in the designated fields.
The purpose of the financial coaching agreement is to establish clear expectations and responsibilities for both the financial coach and the client.
The financial coaching agreement must include details such as the scope of services, payment terms, duration of coaching, confidentiality agreements, and cancellation policies.
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