PennyFruit Policies
SCHEDULING APPOINTMENTS
To start your journey, please go to the website and click on Consultations to schedule your first meeting with me. During our consultation, we will set you up for future appointments. After our initial consultation and sessions, if you want to schedule future appointments, just email [email protected] or visit your client portal. I understand that your time and resources are extremely valuable, so I ask that you honor your scheduled appointment time. If you need to reschedule, just let me know 48 hours before your scheduled appointment time, and we will schedule you a new time. Appointments can be conducted in-person or via video conference.
SPOUSAL PARTICIPATION
If you are married or engaged, both parties are encouraged to participate and commit to all homework and scheduled coaching sessions.
CLIENTS UNDER 18 (MINORS)
If you are a minor (under 18 years of age), please have a parent or guardian read and sign the agreement that will be sent to you. Sessions will not begin until all parties have signed and agreed to the terms.
PAYMENT
Coaching is a fee-for-time service. When you are ready to schedule your session, or next session, an invoice will be issued to you via email and your client portal. Payment must be made prior to your scheduled session. Payment schedules can be issued upon agreement between all parties involved. Bank transfer and credit card payments can be made via the invoice and your client portal. Check payments are accepted in-person only. Cash payments are not accepted at this time.
REFUND POLICY
If you are not satisfied with the service given, please let me know as soon as possible and I will issue you a refund for the number of sessions you have purchased. If you need to reschedule, let me know 48 hours before your scheduled appointment time, and we will schedule you a new time.
COACHING SERVICES
I assume the responsibility of understanding and evaluating your current needs, goals and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, I expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan, and its implementation. Please contact me when you need additional advice and direction.
PAPERWORK
You are asked to complete preliminary paperwork to better prepare our sessions. I ask that these forms be filled out to the very best of your knowledge and ability prior to your scheduled appointment. You assume all responsibility for providing accurate and complete materials, documentation, and facts upon which my coaching may be based.
CONFIDENTIALITY POLICY
I will keep confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to me or we generate. I will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling me exactly what I may reveal.
DISCLAIMER
Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. I am not authorized to render legal, accounting, investment, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service.