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​Coaching Agreement and Personal Snap-Shot

Coaching Agreement

Thank you for making La Croix Financial Coaching part of your financial plan! I look forward to serving your needs! To help guide our relationship, I ask that you review the information below.

SCHEDULING APPOINTMENTS
To schedule an appointment, please visit lacroixfinancialcoaching.com or call (612) 412-4236. I understand that your time and resources are extremely valuable, so I ask that you honor your scheduled appointment time. If you need to reschedule, just let me know in advance. Appointments can be conducted in my office, over the phone, or via video conference using ZOOM.us


SPOUSAL PARTICIPATION
If you are married, both spouses must participate and commit to all scheduled coaching sessions. If your spouse is not available for an appointment, we will reschedule.
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REFUND POLICY
I do not offer refunds for coaching services as I offer a fee-for-time service. I promise that you will get out of the coaching session what you put into it.


Coaching Services

I assume the responsibility of understanding and evaluating your current needs, goals, and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, I expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact me when you need additional advice and direction.

PAPERWORK
You are asked to complete preliminary paperwork to better prepare me. I ask that these forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which our coaching may be based.

RESCHEDULING APPOINTMENTS
If you need to reschedule your session for any reason, please give me at least 48-hour advance notice.

CONFIDENTIALITY POLICY
I will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to me or I generate. I will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling me exactly what I may reveal.

DISCLAIMER
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. I am not authorized to render legal, accounting, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service.

    Personal Information

    Income

    Savings

    Housing

    Consumer Debt

    LIST ANY TOTAL BALANCES DUE.

    What are you looking for?

    Shortly after submitting this form, you will receive a link to schedule your appointment.
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About Lance

Lance has attended and completed Ramsey Solutions Financial Coach Master Training. As a Ramsey Preferred Coach, it is his goal to help you reach your financial goals. Lance does not sell insurance, annuities, or any other financial product; he can truly give you unbiased advice and is here to serve you! Lance specializes in coaching couples, small businesses, and individuals.

Disclaimer: "Completion of Ramsey Solutions financial Coach Master Training does not create an employment or agency relationship with Ramsey Solutions or its affiliates; it does not constitute a license or credentials to engage in legal, tax, accounting, investment, or other professional services; nor does it constitute an endorsement or recommendation of the Coach by Dave Ramsey."
Lance A. La Croix
Lance@LaCroixFinancialCoaching.com
(612) 412-4236
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