In consideration of the fees and services exchanged, the parties agree to the Terms and Conditions herein:
1. Nature of the Relationship
A. LB offers educational services. These sessions are for your planning, education, and motivation. By making your first payment, you acknowledge that you understand and agree that these coaching sessions are not psychological counseling, relationship counseling, financial advising, estate planning, nor any other type of counseling or therapy sessions.
B. In addition, by signing this Agreement, you acknowledge that LB is not a financial advisor nor a broker dealer. No content provided by either coaching or the coaching course materials is intended as financial advice.
C. If you feel you need professional counseling or therapy, it is your responsibility to seek the help of a licensed professional.
D. All information you share – such as business financials, personal stories, research, data, personnel issues – will be kept highly confidential.
E. You agree to a 6-month contract which includes one 2-hour, in-person Strategy session per month, three 1-hour calls each month plus emails as needed for $2000 per month.
2. Cancellation Policy
A. Default. Your account must be current under the terms of this Agreement before the start of each session. If you do not pay by the agreed upon dates of your coaching sessions, then you will be considered in default of this Agreement and LB will stop the coaching sessions until you bring your account current. If after 30 days, you do not bring your account current, LB will automatically cancel this Agreement.
B. Cancellation. In the event you decide to cancel this Agreement or a selected package, in accordance with the terms of this Agreement, you must provide written notice stating the reasons that you have decided to cancel. Cancellation begins 30 days after receiving the written notice and an additional cancellation fee of $500 will be charged. LB will use those 30 days to wrap up your coaching and support you during your transition. Should you or LB cancel your coaching prior to completing your coaching contract, this cancellation fee is non-refundable and non-transferable. LB will also retain the tuition of the coaching sessions you have completed.
C. Forms to Submit. Depending on the package selecting, LB will request you complete a questionnaire to better serve you. From the date of this Agreement, you have 10 business days to submit your client questionnaire to LB. Upon receipt of your completed questionnaire, you have 20 days to complete your first coaching session. If you fail to complete your client questionnaire and /or your first coaching session within 30 business days, LB will cancel this agreement and you forfeit all tuition paid to LB.
D. Expiration Date: You have a 30-day grace period at the end of your contract to complete all coaching sessions outlined in your contract. If you fail to complete your sessions within this grace period, LB will cancel this Agreement and you will forfeit all remaining sessions and/or tuition paid to LB.
3. Transfers, Program Changes, Missed and Rescheduled Sessions
A. You will contact LB at agreed upon times, by calling a number, which will be provided to you, and you will be responsible for the telephone charges.
B. If you miss your regularly scheduled meeting or call for any reason without giving 24-hour notice, the meeting/call will be considered a completed session and will not be rescheduled or replaced.
C. If you are late in making your scheduled meeting or call, the session will end at its regularly scheduled time, regardless of the length and will be considered a completed session.
4. General Provisions
A. Warranties. You acknowledge that you are not relying upon any warranties, promises, guarantees or representations made by anyone acting on behalf of LB unless it is in writing and made part of this Agreement. All advertising material and all prior representations or agreements, if any, whether oral or written, are hereby superseded by this Agreement. This Agreement contains the entire agreement between you and LB and no addition or modification of any terms shall be effective unless set forth in writing and signed by you and LB. No sales representative of LB has the authority to modify the terms of this agreement.
B. Approval. Your approval and acceptance of this Agreement will be required prior to commencement of any of the coaching sessions.
C. Attorney’s Fees. If it becomes necessary to enforce this Agreement through legal action, then we shall be entitled to recover reasonable attorney’s fees and costs incurred in such enforcement of this Agreement.
D. Subject to Change. Dates and time sessions will be determined by LB’s availability.
5. Payment Method
Your first payment will be charged immediately for the first month and you will be charged on that same day of the month for the next five months. If payment is not received by that date, LB reserves the right to put all services and support on hold until payment has been processed.
You agree to indemnify and hold harmless Luly B, Inc. and affiliated companies, their officers, directors, and employees from any and all claims, demands, suits, expenses, costs, attorney fees, judgments, or other charges incurred by you as a result of your voluntary choice to participate in these coaching sessions. You will not hold LB responsible for any actions or adverse results created as a direct result of advice given by LB.
Any controversy or claim arising out of or relating to this contract, or the breach thereof, shall be settled by arbitration administered by the American Arbitration Association in accordance with its Commercial Arbitration Rules and judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.