Terms of Service
Bilz Financial Coaching’s Promise to You, the Client …
1. We promise to coach you with sound financial advice. Our sole purpose is in helping you, the client.
2. We promise to honor your complete privacy. This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent.
Your Promise to Bilz Financial Coaching …
1. Your communication is crucial to the success of our meetings. You will be truthful and transparent with your thoughts, ideas, dreams, goals, and challenges.
2. You will fulfill a number of pre-session tasks to ensure our time together is best utilized. Failure to complete these steps accurately and completely will likely result in less value being delivered, something we are not at all hoping for. These steps may include answering a questionnaire, completing a financial worksheet, reading an educational handout, or reviewing an instructional video. These tasks must be completed 72 hours before your scheduled appointment or the session will be canceled.
3. You understand that refunds are not offered on Discovery Sessions. We appreciate you honoring the original date and time of the appointment.
4. You understand that only one (1) request to reschedule the meeting will be honored, if made at least 24 hours before the appointment date and time.
5. You are solely responsible for your actions, inactions, choices, and decisions.
6. You hereby release, waive, acquit, and forever discharge Andreas Bilz, and Bilz Financial Coaching, their agents, successors, assigns, personal representatives, executors, heirs, and employees from every claim, suit, action, demand, or right to compensation for damages you may claim to have or that you may have arising out of actions, omissions, or commissions taken by yourself or by Andreas Bilz as a result of advice given by or otherwise resulting from the coaching relationship contemplated hereunder. You further declare and represent that no promise, inducement, or agreement not herein expressed has been made to you to enter into this release. The release made pursuant to this paragraph shall bind your heirs, executors, personal representatives, successors, assigns, and agents.