Client Relationship Agreement

This agreement outlines how we’ll work, what you can expect, and what you’re committing to.

By reviewing and signing this agreement, you confirm your commitment to this process and acknowledge the terms that govern your coaching relationship with Simple Fifty Two (S52).

1. Scope of Services

S52 offers individual and/or group coaching services focused on personal finance, budgeting, behavior change, and stewardship. Coaching may include:

  • 1:1 or group coaching sessions
  • Access to private coaching portal
  • Worksheets, tools, and templates
  • Email or portal-based communication between sessions (as appropriate)
  • Optional spiritual or faith-based framing, where relevant and requested

Coaching is not therapy, legal advice, investment advising, or accounting services.

2. Coaching Commitments

As your coach, I commit to:

  • Showing up on time and fully prepared for our sessions
  • Respecting your confidentiality and values
  • Offering structured, personalized support grounded in behavior-based methods
  • Providing notes, actions, or reflections after sessions

As the client, you agree to:

  • Attend all sessions on time or cancel/reschedule at least 24 hours in advance
  • Complete any assigned exercises, check-ins, or reflections to the best of your ability
  • Ask for help when struggling
  • Be honest and open about your challenges and wins
  • Submit payment on time to retain access to services

3. Payment & Refunds

You agree to pay the stated rate for services as listed in your chosen package or session. Unless otherwise agreed in writing:

  • Payment is due in full before a session or on the first day of a program
  • Monthly payments (if applicable) will auto-renew until canceled or completed
  • Failure to pay on time may result in suspension of coaching access

Refund Policy: All payments are final. No refunds will be issued once coaching has begun. If you are unsure whether coaching is right for you, we recommend starting with a single session before committing to a full program.

4. Rescheduling & Cancellations

You may cancel or reschedule a session with at least 24 hours’ notice. Missed or late-canceled sessions may be forfeited at the discretion of the coach. Emergencies will be handled with grace; please communicate as soon as possible.

5. Confidentiality

All information shared during coaching is confidential. Your coach will not disclose personal, financial, or session content without your written permission, except where required by law. Group participants are also expected to respect one another’s confidentiality.

6. Intellectual Property

All tools, materials, templates, and portal content provided by S52 are the intellectual property of MONEY IS SIMPLE, LLC. These are for your personal use only and may not be copied, shared, or distributed without written consent.

7. Faith Integration (Optional)

S52 offers coaching through the lens of biblical stewardship. If you prefer a secular approach, or wish to focus solely on behavioral methods, please communicate that; your values will be respected.

8. Limitation of Liability

You understand that coaching involves personal responsibility. S52 makes no guarantees regarding outcomes, financial gain, or behavioral changes. You accept full responsibility for implementing what is discussed.

In no event will MONEY IS SIMPLE, LLC be liable for incidental or consequential damages.

9. Governing Law

This agreement shall be governed by the laws of the State of Louisiana. Any disputes shall be resolved in accordance with Louisiana law.