Coaching Agreement – New Road Financial Group LLC

A potted plant with green leaves casting a shadow on the wall behind, illuminated by sunlight, placed on a wooden floor.

By working with New Road Financial Group LLC (“we,” “us,” or “our”), you agree to the following:

What coaching is:
Financial coaching is educational and supportive. We’ll work together to build clarity, habits, and a plan you can realistically stick to.

What coaching is not:
We do not provide legal, tax, investment or mental health advice. We don’t manage your money or make decisions for you. You are always in control of your financial choices.

Your responsibility:
Progress depends on your follow-through. We’ll help you create a plan, but you’re responsible for the actions you take (or don’t take).

Payments, refunds & rescheduling:
All coaching sessions and packages are non-refundable. Your time is reserved just for you.
If you need to reschedule, please do so at least 24 hours in advance, and we’ll happily move your session to a new time.
Late cancellations or no-shows can’t be refunded or credited.

No guarantees:
Results vary based on your situation and effort. We can’t guarantee specific outcomes.

Confidentiality:
What you share stays private, except where disclosure is required by law.

By booking a session or purchasing a service, you confirm you’ve read and agree to this Coaching Agreement.