Money Coach Client Service Agreement.png
Money Coach Client Service Agreement.png

Money Coach Client Service Agreement

$247.00

Don’t run your money coaching business without proper legal protection.

Working with clients without a service agreement creates unnecessary risk—unclear expectations, scope creep, payment disputes, and no protection if things go wrong.

This attorney-drafted Money Coach Client Service Agreement gives you and your clients clarity from day one. It covers everything you need to work professionally and legally: scope of services, payment terms, confidentiality, client responsibilities, cancellation policy, and liability protection.

Whether you're a 1-on-1 money coach, financial educator, or coach building a coaching practice, this agreement ensures both you and your clients know what to expect—and what happens if circumstances change.

What you get:

✓ Complete client service agreement tailored to money coaching
✓ Clear scope of services section (define what coaching includes)
✓ Professional payment terms & refund policy
✓ Mutual confidentiality clause (protects both coach and client)
✓ Client responsibilities & expectations
✓ Cancellation, termination & refund terms
✓ Liability disclaimers & limitations
✓ Professional guidance on customization

Use this agreement for:

  • Onboarding new coaching clients

  • Setting professional expectations upfront

  • Protecting your business and reputation

  • Running your practice with confidence

Don’t run your money coaching business without proper legal protection.

Working with clients without a service agreement creates unnecessary risk—unclear expectations, scope creep, payment disputes, and no protection if things go wrong.

This attorney-drafted Money Coach Client Service Agreement gives you and your clients clarity from day one. It covers everything you need to work professionally and legally: scope of services, payment terms, confidentiality, client responsibilities, cancellation policy, and liability protection.

Whether you're a 1-on-1 money coach, financial educator, or coach building a coaching practice, this agreement ensures both you and your clients know what to expect—and what happens if circumstances change.

What you get:

✓ Complete client service agreement tailored to money coaching
✓ Clear scope of services section (define what coaching includes)
✓ Professional payment terms & refund policy
✓ Mutual confidentiality clause (protects both coach and client)
✓ Client responsibilities & expectations
✓ Cancellation, termination & refund terms
✓ Liability disclaimers & limitations
✓ Professional guidance on customization

Use this agreement for:

  • Onboarding new coaching clients

  • Setting professional expectations upfront

  • Protecting your business and reputation

  • Running your practice with confidence

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  • This template includes key terms like:

    • Clear definition of coaching services

    • Explanation of what’s not included in coaching (e.g. financial advice)

    • Coaching fees and payment terms

    • Refund and cancellation policy

    • Mutual confidentiality obligations

    • Client participation and engagement expectations

    • Termination Rights

    • Liability limitations

  • You'll receive two files:

    1. Money Coach Client Service Agreement (Word Document)

    • Fully customizable agreement in Microsoft Word format

    • Professional, plain-language legal terms

    • Ready to edit with your business name, coaching fees, terms, etc.

    • Easy to update and personalize for your specific practice

    2. User Guide (PDF) & Instructions

    • Guidance on how to use the template and customize it for your business

    • Best practices for having clients sign and storing the agreement

    File formats: Word document (.docx) + PDF guide
    Customizable: Yes—edit in Microsoft Word or compatible software
    Ready to use: Print, send digitally, or use with e-signature tools (DocuSign, Adobe Sign, etc.)

  • This agreement is designed for:

    ✓ Money Coaches — If you work with clients 1-on-1 on budgeting, debt, savings, financial goals

    ✓ Financial Educators & Coaches — If you teach people money management and financial wellness

    ✓ Coaches Building a Practice — If you're transitioning from side hustle to full-time coaching business

    ✓ Solo Money Coaching Business Owners — If you're running your practice independently and want legal protection

    ✓ Coaches Scaling Their Practice — If you're adding more clients and need professional systems in place

    You'll find this useful if:

    • You're tired of informal arrangements and want professionalism

    • You want to set clear expectations with every client upfront

    • You need protection if a client disputes payment or services

    • You want to clarify what coaching includes (and doesn't include)

    • You're concerned about liability or client disputes

    • You want to build a sustainable, professional coaching business

    This is NOT for:

    • Therapists or mental health professionals (different regulations apply)

    • Financial advisors or investment professionals (requires different disclosures)

    Note: This agreement is a template to customize for your specific business. For complex situations or specific state requirements, consider consulting with an attorney in your state.

  • Given TTLR’s contract templates are immediately available to the purchaser and cannot be returned, the template and any fees paid toward the purchase of the template are non-refundable. Please be sure to select the correct items prior to finalizing your purchase.