Coaching Agreement

INTRODUCTION

Coaching is a partnership between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximise personal and professional potential. It is designed to facilitate the creation/development of personal, financial, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.

The “Services”, as a programme, are only provided to our clients, and not visitors of the website or other users. From time to time, Sarah Brill Coaching may provide access to an element of the service to non-subscribers, for example, as part of an introductory offer to the services. These Terms apply to all users of the Services. Please read these Terms carefully before using the service. By using the services, or by signing this document, or otherwise indicating agreement electronically, you agree to comply with and be bound by these Terms, which constitute a binding contract between you and Sarah Brill Coaching (“Contract”). For the purpose of this coaching agreement, the “Website” also covers all of Sarah Brill Coaching social media accounts.

CONTACT

If you have a question or concerns about any aspect of the Services please contact: By telephone: 07704479948 By email: hello@sarahbrillcoaching.com

In writing: 55A Mortimer Rd, London N1 5AR

By using any part of the Services, you agree to be contacted by Sarah Brill Coaching via phone, SMS text message, whats app, email or post for the purposes of providing the Services.

Our communications will be in English.

1. The Coach-Client Relationship

1.1 Coach agrees to maintain the ethics and standards of behaviour established by the International Coach Federation “(ICF)” (Coachfederation.org/ethics).

1.2 Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach.

1.3 As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach.

1.4. Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease.

1.5. Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.

1.6. Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders and that coaching is not to be used as a substitute for regulated financial advice, counselling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Coach.

1.7. The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the programme.

2. Services

2 .1 Description: The Coach agrees to provide financial coaching services to the Client. The Sacred Money Archetypes® is a 1:1 coaching framework which includes 6x 60 minute coaching sessions.

2.2 Additional Support: The Client will have access to the Coach via WhatsApp and email to ask questions, seek clarification, and share progress related to the coaching programme.

3. Links and Products

3.1 Any links to Sarah Brill Coaching or recommendations to other websites within the coaching sessions are provided as guidance. These are purely suggestions and do not constitute financial advice.

4. Payment and Investment

4.1 Programme Investment: The full price of the course is £2,497 in full, or three monthly payments of £899.

4 .2 Payment Terms: The Client agrees to make the full payment before gaining access to the online platform (if relevant) and/or within 24 hours prior to the first coaching session.

4.3 Late Payments: Any late payments may result in a delay or suspension of services until the outstanding balance is settled.

4.4 Payment should be made to Sarah Brill Coaching via Stripe.

Confidentiality

5.1 Confidentiality Obligations: Both the Coach and the Client agree to maintain the confidentiality of all discussions, materials, and information shared during coaching sessions, unless express permission is given to share such information. Information will only be disclosed to a third party, if required by law.

5.2 Recorded Sessions: Sessions may be recorded for training and compliance purposes, the coach will not share any personal or confidential information. Information will only be disclosed to a third party, if required by law.

5.3 Non-Disclosure: The Client agrees not to share, copy, or distribute any materials provided by the Coach without prior written consent.

5.4 Feedback and reviews may be used by the Coach with prior consent from the client.

5.5 On occasion the Coach may anonymously share generalised information for training, case studies, or consultation purposes with other Coaching professionals. Your identity and any information that could lead to your identification will remain entirely confidential.

5.6 Client sessions will be recorded for coaching assessment or compliance purposes and will be handled within the General Data Protection Regulation (GDPR) to ensure client privacy.

6. Cancellation and Termination

6.1 Cancellation Policy: The Client may cancel or reschedule a coaching session with a minimum of 24 hours’ notice. Failure to provide sufficient notice may result in the session being forfeited.

6.2 Termination: Either party may terminate this Agreement with written notice of at least 7 days prior to the intended termination date. In the event of termination, the Client may be entitled to a refund at the Coaches discretion.

6.3 If the client is late for a session, the session will conclude at the scheduled time. It is up to the Coaches discretion to attempt the full length of the session, depending on availability.

7. Disclaimer

7.1 Financial Coaching Limitations: The Client acknowledges that financial coaching is not a substitute for professional financial advice, therapy, debt advice, or any other regulated activity. The Coach is not a licensed financial advisor, therapist, or debt advisor. The Client is solely responsible for their financial decisions and should seek appropriate professional advice when needed.

8. Record Retention Policy

8.1 The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a format of the Coach’s choice (print or digital/electronic) for a period of not less than 7 years.

9 . Limited Liability

9.1 No Guarantees: The Coach makes no guarantees, representations, or warranties regarding specific outcomes or results from the coaching programme.

9.2 Limitation of Liability: The Coach’s liability under this Agreement is limited to the total amount paid by the Client for the coaching services rendered.

10 . Copyright

10.1 All information supplied by Sarah Brill remains the property of Sarah Brill Coaching at all times.

10.2 You agree not to download, reproduce, copy, resell or exploit for any commercial purposes, any aspect of the Services, or to use automated means to download data provided to you as part of the Services (including without limitation, spiders, robots, crawlers or data mining tools, but excepting standard internet search engines).

10.3 You are not permitted to decompile or disassemble, reverse engineer or otherwise attempt to discover any source code contained in the Website.

10.4 You may only use the Services for your own personal, private and non-commercial purposes. You must not commercially exploit or sell any content appearing on our Website or provided to you as part of the Services.

11. Governing Law and Jurisdiction

11.1 This Agreement shall be governed by and construed in accordance with the laws of the United Kingdom.

11.2 Any disputes arising from or relating to this Agreement shall be subject to the exclusive jurisdiction of the courts in The United Kingdom.

By proceeding your purchase, the Parties acknowledge that they have read, understood, and agreed to the terms and conditions outlined in this Financial Coaching Agreement.