The Financial Coaching Session Agreement Form collects a client's contact details, explicit consent to the agreement's terms and confidentiality clauses, their personal financial goals, and a typed electronic signature — in that order. The contact questions come first so the coach has verified details on file before any commitments are made; the two single-choice consent questions then confirm the client has actively read and accepted both the general terms and the confidentiality clauses, rather than passively scrolling past them. The "Please describe your primary goals or expectations from our financial coaching sessions." question sits near the end so the coach enters the first session already knowing what success looks like for this client. After submitting, the client sees a confirmation screen welcoming them and affirming the coach's commitment to helping them reach their financial goals.
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Review the terms and confidentiality responses before arranging sessions; a completed form can include a refusal.
Uses the "Please describe your primary goals or expectations from our financial coaching sessions." question to give coaches a head start on tailoring their approach before the first meeting.
Depends on the confidentiality-clause consent question and the typed electronic signature to satisfy documentation requirements around handling personal financial information.
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