The financial coach will work with client(s) diligently to understand and evaluate the current budget, goals, and resources of the client(s); begin developing a strategy to meet and exceed those stated goals; and recommend specific courses of action that the client(s) should consider taking.

 

That said, the financial coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. It is provided with the understanding that the coach is not engaged to render legal, accounting, investing, or other professional advice. Since your situation is in fact dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment professional.

 

The methods employed by Spriggs Financial LLC do not guarantee results and no money back guarantee is offered. The methods employed are guidelines that the client(s) must follow through on in order for the client(s) to begin realizing any type of change. The client(s) agree(s), therefore, to hold Spriggs Financial LLC and the financial coach free of any liability and responsibility for adverse reactions resulting from advice given during the coaching sessions.

 

During the course of the Financial Coaching program, the Coach may share with the Client information and/or independent research or opinions on stocks, funds, insurance products, and other services using outside sources believed, but not guaranteed, to be accurate. In no case should this data be construed as a solicitation to buy or sell a particular issue or product. Financial coaching is not a replacement for financial advisory and planning services; rather, it enables the Client to work with financial advisors, planners and brokers more effectively. The Coach works strictly on a fee for service basis, and does not accept commission or other remuneration from any brokerage or financial services firm.