$997.00 USD

Thanks so much for choosing financial coaching with Zero Debt Coach.
 
We look forward to helping you accomplish your goals. To help guide our relationship and set proper boundaries and expectations, please review the information that follows.
 
SCHEDULING APPOINTMENTS
To schedule an appointment, please us our calendaring tool found at: https://calendly.com/zerodebtcoach/30min
 
We understand that your time and resources are extremely valuable, so we ask that you honor your scheduled appointment time.
 
If you need to reschedule, just let us know at least 24 hours in advance. Appointments are conducted via Zoom video conference or over the phone.
 
SPOUSAL PARTICIPATION
If you are married, it is highly advisable that spouses participate and commit to all scheduled coaching sessions.
 
That said, we understand that some spouses may be reluctant to engage initially and we would advocate for you to continue to pursue coaching as a “lead by example” measure.
 
REFUND POLICY
We do not offer refunds for our coaching services as we are a fee-for-time service.
 
Having individually coached, thousands of students, we can promise that you will get out of the coaching session what you put into it.
 
COACHING SERVICES
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 assistance and direction.
 
PAPERWORK
You are asked to complete preliminary paperwork to better prepare your coach.
 
We 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 coaching session for any reason, please give us at least 24-hour advance notice.
 
Again, as we are a fee-for-time service, it is imperative that we have at least 24 hours advanced notice so that we may reallocate your time to another student or project.
 
Failure to give 24 hours notice (except for situations deemed excusable by the coach) will result in the forfeiture of a scheduled session without remuneration.
 
CONFIDENTIALITY POLICY
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.
 
DISCLAIMER
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are 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.
 
WE’RE EXCITED FOR YOU
 
Having eliminated $43k of consumer debt in 2.5 years, I understand that this process can be VERY challenging, no matter how high or low your debt number OR your past experiences with handling (or mishandling) your personal finances.
 
Everything we do together is going to be aimed at helping you to become completely confident and self-sufficient in handling all your personal financial endeavors.
 
We strive to teach our students “how” to think, rather than lining up with the prevailing “what to think” financial culture of our day.
 
That said, if you stick with the process, you will know how to effectively:
  1. Organize your finances
  2. Operate your household with on a written budget
  3. Eliminate your debt
  4. Build a solid emergency fund
  5. Get on a solid savings and retirement funding trajectory
 
Thanks for ingesting this agreement and looking forward to working with you!
 
Brad Long
Zero Debt Coach

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Financial Coaching Series Offer (3 Months)

Hey friend,

The basis of any solid financial footing is a clear plan, ongoing skill building and accountability.

Whether you're just getting started or need a tune up, sitting with a financial coach to put another set of eyes on your situation can greatly reduce the amount of time it takes you to get to the next level in your personal finances.

This is a 3 month coaching series will include the following sessions:

1. (1) 2 hour deep dive session
2. (1) 1 hour follow up session within one week
3. (1) 1 hour follow up session within two weeks
4. (1) 1 hour follow up session within two weeks
5. (1) 1 hour follow up session within two weeks
6. (1) 1 hour follow up session within two weeks
7. (1) 1 hour follow up session within two weeks
8. (1) 1 hour follow up session within two weeks
 
(Both session length and elapsed time between sessions may be adjusted based on your particular needs and situation.)

This financial coaching series will help you piece together your plan by addressing all of the following areas:

Strategy:

1. Refocus

2. Gain Control

3. Set A Plan

 

Tactics:

  • Organize your finances into a workable system
  • Master budgeting as a lifelong financial skill
  • Eliminate debt forever
  • Chart a clear course to financial independence
  • Plan for a solid long-term investment strategy

I'm looking forward to helping you put together a plan that will fundamentally change the trajectory of both your life and your financial future.

To your freedom!

Brad