Fiscal Fitness Phoenix, Inc and Key Wealth Management’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 with the exception of communication with Key Wealth Management. You are agreeing to allow us to share your goals, action list, income, expenses and any other deliverables with Key Wealth.

Your Promise to Fiscal Fitness Phoenix, Inc and Key Wealth Management…

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 include answering a questionnaire, completing a financial worksheet, reading an educational handout or reviewing an instructional video. These tasks must be completed 48 business hours before your scheduled appointment or the session will be canceled.

3. You may be asked to pay a $100 deposit upon scheduling in order to reserve your session. The deposit will be refunded to you upon completion of your Dream session. You understand that cancellations and refunds are not offered on Dream sessions. 

4. We ask that you honor the original date and time of your Dream session. Requests to reschedule the meeting within 48 hours of the session or due to the prep work not being completed will not be honored. Requests to reschedule within 48 hours of the session will result in the session fee and/or deposit being forfeited. A one-time exception is made for emergency situations that may arise regardless of when the request to reschedule is made. Please notify us as quickly as possible so a determination can be made.  

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

6. You hereby release, waive, acquit and forever discharge Kelsa Dickey, Jill Emanuel, 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 or Jill Emanuel 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.