We 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, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact us when you need additional advice and direction.

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We will not make decisions for you but will educate, support, hold accountable and encourage you during our interactions. We do not guarantee any specific outcome but strive to guide you towards reaching your self-determined financial goals.

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Coaching is designed to give you accurate and authoritative information within the limits of our expertise. We are not authorized to render legal, accounting, or other professional advice and may recommend you seek the service of an appropriate licensed professional as needed.  

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