Money Coach Client Service Agreement (3) (1).png
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Money Coach Client Service Agreement (3) (1).png
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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.

  • 14-Day Satisfaction Guarantee

    If this template doesn't meet your needs, request a full refund within 14 days of purchase.

    How refunds work:

    • Within 14 days of your order, request a refund by emailing TTLR and provide your order number.

    • You'll receive a full refund within 5-7 business days.

    • TTLR may ask for brief feedback to improve the templates. Your participation is optional.

    Please note: Because these are digital products, TTLR trusts customers to use this policy fairly. If you've used the template extensively or completed your transaction with it, we ask that you honor the spirit of this guarantee.

    Your satisfaction with the templates is important! And TTLR stands behind its work. If the template doesn't work for your situation, TTLR wants to make it right.

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