Terms and Conditions (“Terms”)

SC will coach client in the following areas (SERVICES MAY VARY PER CLIENT REQUEST): 

1.2. SC & third-party referral will assist the Client in formulating a financial analysis to thoroughly evaluate the Client’s present financial situation and look at the current uses of both the Client’s expenses and income.

1.3. SC & third-party referral will work with the Client to develop a savings and investment strategy. SC and the Client will identify and prioritize personal and financial goals while arranging a plan for potential financial security and success.

1.4. If SC & third-party referral do not know the answer, SC & third-party referral  will assist the Client with finding an expert who does through a creditable referral.

It is expressly acknowledged by all parties to this terms and condition that SC cannot and does not guarantee the outcome of the client’s success by enrolling in this coaching service. Instead, SC will assist the client in devising a plan for financial stability with the Client’s expressed instructions and authorizations.