Financial Coaching Agreement 

Bienvenida!

Initial Free Consultation

  1. At the free consultation, we will explore your reasons for seeking a financial abundance coach and find out if we are a good fit for each other. 

Scheduling Appointments 

To schedule an appointment, please email me at mujeresbuildingabundance.com.  I understand that your time and resources are extremely valuable, so I ask that you honor your scheduled appointment time.  If you need to reschedule, please do so no less than 24 hours in advance.  If I need to reschedule our session, I will extend the same courtesy and give you as much advance notice as possible. Appointments can be conducted in person, over the phone, or via video conference.

Confidentiality - Confidentiality is integral to honoring the sacred trust of the client / coach relationship and all of our work together is completely confidential.  I will not reveal that you are my client without your prior permission. You are welcome to inform people that I am your coach and discuss the content of our sessions with anyone you wish.

Financial Coaching - Part of this coaching relationship will include identifying what's most important to you and as a team, we will identify your financial goals which ideally will be aligned with your values. We’ll then decide together what steps will get you to achieve the goals you’ve set for yourself and we will talk about what challenges may get in the way. We will also talk about what accountability will look like for you. Please note that I am not a Certified Financial Planner (CFP) and will not be providing you with any investing advice. 

Our Relationship – The coaching process depends on an honest and open relationship between coach and client. If the coaching is not working in the way that you desire, please let me know. Together we can build a relationship that works for you. 

Completing Our Relationship - When you decide it is time to end our coaching relationship, please plan on meeting with me for an additional “closing session.” This allows us to fully honor the completion process by giving us time to capture your learning and strategize for what is next in your life.

I look forward to our money and healing  journey!