Terms of service.

Coaching with Her Canadian Dollar is a partnership in which the Coach (HCD) and the Client (you) engage in a thought-provoking, motivating, healing, and creative financial discussion. It is designed to facilitate the planning, confidence building and executing of personal, professional or financial goals and to develop and carry out a strategy/plan for achieving those goals. It is imperative that all financial advice and decisions be discussed with your financial adviser before being implemented. Her Canadian Dollar is a coaching service to encourage you on your journey and should be used in addition to, rather than in place of, a financial advisor.

Obligations of the parties

a. Her Canadian Dollar undertakes to:

  • Provide the necessary coaching materials in accordance with the coaching program.

  • Respect the agreed on appointment times and ensure all coaching calls are followed up by an email with notes and assigned homework.

  • Ensure communication is clear and precise.

b. (client) undertakes to:

  • Show up to all appointments with necessary tools, papers and homework completed.

  • Communicate clearly and effectively any and all challenges that arise.

  • Enlist the help of a therapist or counsellor for any additional support needed.

  • Review all financial planning and decisions with a financial advisor before implementing.

  • Make all payments on time.

Expected deliverables

At the end of this program, (client) will have gained clarity, confidence and a solid game plan for the future.

Duration and termination

The expected duration of this program is 4 weeks. In the event of early termination of the agreement, all fees due must be paid and no refunds will be made.

Privacy

Both parties agree to keep confidential all personal, commercial and technical information exchanged within the framework of this collaboration.

Liability

Her Canadian Dollar and all members hold no liability for any and all financial decisions carried out by (client). Her Canadian Dollar and all members will give best advice based on the information available and always encourage clients to discuss with their financial advisor any and all plans before implementing them. All liability for financial decisions before, during, and after coaching is on the client.