Coaching Agreement

Complete the Coaching Agreement below to confirm your commitment to participating fully in Moneytalk’s Financial Coaching process.

There is NO penalty for early cancellation of the agreement.
If you wish to continue past this agreed timeframe, a new agreement will be completed.

Moneytalk agrees to:

Provide a financial coach to meet with the client once or twice per month
Keep information confidential and restricted to the financial coaching team, unless illegal activity is
found or law enforcement has a valid need to know as approved only by the executive director
Accurately report coaching agreement payments to the credit reporting agencies with the intention of
providing current positive activity and improving the client’s credit score
Complete MTFF’s action items, document meetings, and email action items to client
Award need-based scholarship toward cost of coaching and workshops based on organization’s policy

Name *

First

Last

If coaching is for a couple, enter the spouse (or fiance) name

First

Last

What date would you like coaching to begin. *

Enter the length of this agreement by entering the number of months. *

Monthly coaching fee (After scholarships applied) will be *

Select each item to indicate you understand and agree to the commitment being requested. *

Attend one or two coaching sessions per month for the duration of the agreement
Complete, or make progress toward completing, the action items resulting from each coaching session prior to the next meeting including, but not limited to: setting and achieving goals, creating a monthly budget, attending recommended workshops, and participating in regular support opportunities as available
Complete the registration process and pay the coaching rate for workshops
Contact their financial coach with any financial questions or financial challenges as they arise
Do their best to stop or change self-defeating behaviors
Continue, or begin, attending a local Christian church of their choosing
Provide their financial coach with complete information as accurately as possible
Provide MTFF with information needed to provide measurable results for funding purposes. (Results will only be shared in summary)
Pay the agreed upon amount through automatic payment or check on the approved date above
Contact the financial coach at least 30 minutes in advance if a session is to be cancelled out of respect for the coach’s time
Moneytalk reserves the right to charge $10 no show fee if Financial Coach is NOT contacted 30 minutes prior to the scheduled start time

Type in your name (will be treated same as signing)

If coaching is for a couple, type in your spouse or fiance's name (will be treated same as signing)

Phone

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P O Box 860184, Shawnee, KS 66286

913-538-1465