Fiscal Fitness Phoenix, Inc’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. We will not receive any kickbacks or financial perks from any other professionals, vendors, companies, or third-party products or services without first disclosing the amount to you. (Sometimes we get $10 and you get $10 if you open a certain account, for example).

2. We promise to honor your complete privacy. We will not share what we discuss with any other person without your specific and written permission first.

Your Promise to Fiscal Fitness Phoenix, Inc…

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 will include answering a questionnaire and completing a financial worksheet. These tasks must be completed and prep work must be returned to Fiscal Fitness no later than 72 hours before your scheduled appointment or the session will be canceled.

3. You understand that refunds are not offered on Money Masterplan Sessions. We appreciate you honoring the original date and time of the appointment.

4. You understand that requests to reschedule the meeting will not be honored.

5. You are solely responsible for your actions, choices, and decisions.

6. You hereby release, waive, acquit, and forever discharge Kelsa Dickey, Jill Emanuel, Jaclyn Wise and Fiscal Fitness Phoenix, Inc, 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 Kelsa Dickey, Jill Emanuel or Jaclyn Wise 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.

7. If you choose to move forward with additional coaching you will be able to either pay in full with a debit or credit card or use Affirm (a well-established, flexible payment option similar to a credit card, but with more favorable rates) to make monthly payments, choosing the payment option that works best for you. If you use Affirm, you are able to pay off the balance more quickly if you would like, without an early repayment penalty.

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