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FOCUS STRATEGY SESSION
This is a 2.5-hour 1:1 intensive strategy session
Service Description
This is a 2.5-hour session 1:1 session. You will receive prep work to gather information prior to the meeting. So set your meeting date at least 10 days in advance. We will gather all the information upfront so that we can spend focused time on your strategic plan. You'll walk away with an action plan for overcoming your challenge or achieving your goal. Our job is to provide a clear picture of how to get there.
Cancellation Policy
TRINITY FINANCIAL COACHING, LLC Promise to You, the Client… We promise to coach you with sound financial advice. Our sole purpose is to help you, the client. We do not, nor will we ever, receive any kickbacks or financial perks from any other professionals, vendors, companies, or third-party products or services. We promise to honor your complete privacy. We will not share what we discuss with anyone without your specific and written permission. Your Promise to TRINITY FINANCIAL COACHING, LLC… Your communication is crucial to the success of our meetings. You will be truthful and transparent with your thoughts, ideas, dreams, goals, and challenges. You will fulfill a number of pre-session tasks to ensure our time together is best utilized. Failure to complete these steps accurately and completely will likely result in less value being delivered, which we do not hope for. These steps may include answering a questionnaire, completing a financial worksheet, reading an educational handout, or reviewing an instructional video. These tasks must be completed 48 hours before your scheduled appointment, or the session will be canceled. You understand that refunds are not offered on financial FOCUS STRATEGY sessions. We appreciate you honoring the original date and time of the appointment. You understand that requests to reschedule the meeting must be made within 48 hours of the scheduled meeting. You are solely responsible for your actions, choices, and decisions. You hereby release, waive, acquit, and forever discharge Weslia S. Echols, Willa J. Williams, and Trinity Financial Coaching, LLC, their agents, successors, assigns, personal representatives, executors, heirs, and employees from every claim, suit, action, demand, or right to compensation for damages you may claim to have or that you may have arising out of actions, omissions, or commissions taken by yourself or by Weslia S. Echols or Willa J. Williams as a result of advice given by or otherwise resulting from the coaching relationship contemplated hereunder. You further declare and represent that no promise, inducement, or agreement not herein expressed has been made to you to enter into this release. The release made pursuant to this paragraph shall bind your heirs, executors, personal representatives, successors, assigns, and agents.
Contact Details
PO Box 36815, Grosse Pointe, 48236