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Client Service Agreement

This Service Agreement is entered into and effective as of the date of first membership payment, by and between %FIRST_NAME% (“Client”), having an address of _____________________________________________ and Bold World Planners, LLC (“Company”), having an address of 1515 Kincross Ct., Katy, Texas 77450.

 

In consideration of Client retaining Company to perform financial coaching services, it is agreed as follows:

 

  1. SCOPE OF FINANCIAL COACHING SERVICES

Client hereby retains Company to provide financial coaching services by purchasing The Financial Coaching Club Program.

 

  1. The Financial Coaching Club Program includes the following services:

(i) one monthly group financial or money mindset training sessions for one hour,

(ii) 3-4 weekly group financial or money mindset group coaching session per month,

(iii) 4-5 weekly group co-working sessions per month for one hour,

(iv) one monthly group catch up session for one hour.

(v) digital download of The Budget Diary, printable or digital.

 

  1. Additional services, beyond those described above, will require additional fees to be discussed and agreed upon by the parties.

  2. No medical advice will be offered during the financial coaching sessions.

OR

 

Client hereby retains Company to provide financial coaching services by purchasing The Budget Diary Accountability Group Program.

 

  1. The Budget Diary Accountability Group Program includes the following services:

(i) Lifetime access to “The Budget Diary System” course, a recorded financial and money mindset training session, delivered within the membership hub,

(ii) one live, “question and answer/co-working session” per month for six (6) consecutive months;

 

  1. Additional services, beyond those described above, will require additional fees to be discussed and agreed upon by the parties.

  2. No medical advice will be offered during the financial coaching sessions.

 

2. CLIENT DUTIES

  1. Compensation for The Financial Coaching Club: In consideration for the services provided by Company to Client as set forth in paragraph 1 above, Client agrees to pay Company a service fee of $997 for Financial Coaching Club Membership.  Company’s obligation to render services hereunder is conditioned upon Client’s payment of said fee on a timely basis.

  2. Additional Client duties: Client is expected to purchase The Budget Diary or another suitable bookkeeping system.

OR 

  1. Compensation for The Budget Diary Accountability Group: In consideration for the services provided by Company to Client as set forth in paragraph 1 above, Client agrees to pay Company a service fee of $150 for The Budget Diary Accountability Group 6-month Cohort.  Company’s obligation to render services hereunder is conditioned upon Client’s payment of said fee on a timely basis. 

  2. Additional Client duties: Client is expected to purchase The Budget Diary for this cohort.

 

3. TERM

The engagement shall commence on the date of first payment rendering _____________________ and shall continue through completion of the cohort (for The Budget Diary Accountability Group, 6 months) or “lifetime” (60 months) for The Financial Coaching Club or until cancellation by either party in accordance with paragraph 4. 

 

4.CANCELLATION

  1. Cancellation of The Financial Coaching Club: Client may cancel this Agreement for any reason by providing a minimum of 14 days written notice to Company at Fran@BoldWorldPlanners.com with subject line “cancellation”.

(i) Financial Coaching Club Payment-in-Full Client: Cancellation of this Agreement by Client within the first 30 days of membership will result in a partial refund of the full pay price of $997 minus the cost of the digital bonus ($257).  Upon cancellation within the first 30 days with written notice, Client will receive a refund of $740.

(ii) Financial Coaching Club Installment Client: Cancellation of this Agreement by Client within the first 30 days of membership will result in loss of the initial payment and no further installment payment invoices.  Due to the digital nature of the Program, there are no refunds.

(iii) Upon cancellation, Client will lose access to the Membership site located on the Teachery portal.

 

  1. Cancellation of The Budget Diary Accountability Group: Client may cancel this Agreement for any reason by providing a minimum of 14 days written notice to Company at Fran@BoldWorldPlanners.com with subject line “cancellation”.

(i)The Budget Diary Accountability Group Payment-in-Full Client: Cancellation of this Agreement by Client within the first 30 days of membership will result in a partial refund of the full pay price of $150 minus the cost of the first month of service ($25).  Upon cancellation within the first 30 days with written notice, Client will receive a refund of $125.

(ii) The Budget Diary Accountability Group Installment Client: Cancellation of this Agreement by Client within the first 30 days of membership will result in loss of the initial payment and no further installment payment invoices.  Due to the digital nature of the Program, there are no refunds.

(iii) Upon cancellation, Client will lose access to the Membership site located on the Teachery portal.

 

5. NO GUARANTEES

Company cannot guarantee the outcome of financial coaching services and Company’s comments about the outcome are expressions of opinion only.  Company makes no guarantees other than that the services described in Paragraph 1(a) and 1(d) shall be provided to Client in accordance with the terms of this agreement. Client acknowledges that Company cannot guarantee any results for financial independence, debt payoff, changes in behavior, improvement in relationships, increased income or any tax outcome as such outcomes are based on subjective factors that cannot be controlled by Company.

 

6. CONFIDENTIALITY

(a)Client Information: Any and all Client information and data of a confidential nature, including but not limited to any and all banking, financial, password, employment, design, creative marketing, sales, operating, performance, know how, business and process information (hereinafter referred to as “confidential Information”), shall be treated by Company in the strictest confidence and not disclosed to third parties or used by Company for any purpose other than for providing Client with the services specified hereunder without Client’s expressed written consent.  Confidential Information shall ot include any information which (a) becomes available to the public through breach of confidentiality by Company, (b) was in Company’s possession prior to receipt from the disclosure, (c) is received by Company independently from a third party free to disclose such information, or (d) is independently developed by Company without use of the Client’s Confidential Information.  Upon request, Company hereto will promptly return or destroy all documents containing Confidential Information and delete all electronic records of or containing the same.

 

(b) Public Disclosure: Neither party may disclose the terms of this Agreement.  Neither party shall make any formal or informal public statement, press release or other announcement regarding the existence of this Agreement without the other party’s prior written approval.

 

(c) Non-Disparagement: Member shall, during and after the participation in and use of the Company’s services, refrain from making statements or comments of a defamatory or disparaging nature to any third party regarding Company, or any of Company’s officers, directors, employees, personnel, agents, policies, services or products, other than to comply with lay.

 

7. INDEPENDENT CONTRACTORS

  1. Independent Contractor Relationship:  This Agreement shall not render Company an employee, partner, agent or or joint venturer with the Client for any purpose.  Company is and will remain an independent contractor in its relationship to the Client.  Company is or remains open to conducting similar tasks or activities for entities other than the Client and holds itself out to the public to be a separate business entity.  Company shall retain sole and absolute discretion in the manner and means of carrying out the activities and responsibilities under this Agreement.  Company shall be responsible to the ownership and management of the Client, but Company will not be required to follow or establish a regular or daily work schedule.  Company will not rely solely on the equipment or offices of Client for completion of tasks and duties set forth pursuant to this Agreement.  Any advice given to Company regarding services performed for the Client shall be considered a suggestion only, not an instruction.  Client retains the right to inspect, stop or alter the work of Company to assure its conformity with this Agreement and Client needs.  Company and Client agree to conform to any and all IRS tests necessary to establish and demonstrate the independent contractor relationship between Client and Company.

  2. Taxes & Benefits: Company will be responsible for filing its own tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law.  Client shall not be responsible for withholding taxes with respect to Company’s compensation.  Company shall have no claims against Client for vacation pay, sick leave, retirement benefits, social security, worker’s compensations, health or disability benefits, unemployment insurance benefits or employee benefits of any kind.

 

8.NO COMPETITION

Client will not, directly or indirectly, contact or perform services for the Company’s clients for a time period of one year after this Agreement ends unless Company provides written permission.  Client shall not, directly or indirectly hire, solicit, or encourage to leave the Company’s employment, any employee, consultant or contractor of the Company or hire any such employee, consultant, or contractor who has left the Company’s employment or contractual agreement within one year of such employment or engagement unless Company provides written permission.

 

9.TRANSFER OF INTELLECTUAL PROPERTY RIGHTS

Company does not grant, transfer, assign, or convey to Client, and its successors and assigns, any right, title interest, ownership or subsidiary rights, including any rights occurring to Company under the Unites States Copyright Act, in and to all works of authorship and all copyrights, patents, trade secrets, and any other intellectual property rights, business concepts, plans and ideas, reports, manuals, visual aids, documentation, inventories, processes, proposed products, services techniques, marketing ideas, and commercial strategies, that have been or will be created by Company.  

 

10.TESTIMONIALS

Client grants Company a worldwide, nonexclusive, revocable license to display within context the written or visual content developed by Company for Client only in associated with Company’s portfolio and for other business development and marketing purposes.