Initial Free Consultation
- If you are married, both spouses must commit to, and take part in the initial free consultation session (30-60 Minute).
- At the Free consultation we will discuss next step and financial terms for coaching services.
- Fees are based on several factors such as complexity of your situation, estimated length of time and your financial situation to get you going in the right direction.
At the initial coaching session, together with you:
We will work diligently to understand and evaluate your current budget, goals, and resources;begin developing a strategy to meet and exceed your goal; and recommend specific course of action we believe you should take.
All coaching will be subject to these general policies:
- If you are married, both spouses must commit to, and take part in, all scheduled coaching sessions.
- We request cancellations be made at least one business day prior to scheduled appointment.
As to information, documents, and materials we ask you to provide in advance:
These must be received in our office two full business days in advance of your scheduled appointment. If any requested materials, documents or information is not submitted within that time frame, we may reschedule your coaching session. You assume all responsibility for providing accurate and complete materials documentation, and fact upon which our coaching may be based.
Our confidentiality policy is this:
All matters discussed, fact revealed, and the nature and content of all documents you have provided to us or that we generate will be kept confidential. We will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling us exactly what we may reveal. if you are married, both spouses must sign the authorization and instructions.
Our only disclaimer is this:
Coaching is designed to give you accurate and authoritative information with the regard to the subject matter covered. It is provided with the understanding that the coach is not engage to render legal, accounting, taxes advise, investment advise or other professional advice. Since your situation is fact dependent, you must additionally seek the advice of an appropriate licensed legal, accounting or investing services.
We can, and do, promise you this:
We will tell you what we believe you need to hear; we will offer a plan with clear direction; we won't give up on you, and we will be available to you.
We expect, and assume, this promise from you:
That you will come prepared to make the sacrifices necessary to succeed; do what you need to do in order to understand the plan and recommendations; take full responsibility for you plan and its implementation; take the action required to meet your goals; and contact us when you need additional advice and direction.
Thomas Ginn has attended and completed Dave Ramsey's Financial Coach Master Series.
*Completion of Dave Ramsey's Financial Coach Master Series does not create an employment or an agency relationship, or give any coach the right to speak for or bind Dave Ramsey or his company, The Lampo Group, Inc., nor does it constitute an endorsement or recommendations by Dave Ramsey.
I do not sell any financial products. 180 Degree Financial Coaching is designed to give you accurate and authoritative information with the regard to the subject matter covered. It is provided with the understanding that the 180 Degree Financial Coaching is not engaged to render legal, accounting or other professional advice. Since your situation is fact-dependent, if needed, you must additionally seek the services of an appropriately licensed legal, accounting or investment professional.
*Completion of Dave Ramsey's Financial Coach Master Series does not create an employment or an agency relationship, or give any coach the right to speak for or bind Dave Ramsey or his company, The Lampo Group, Inc., nor does it constitute an endorsement or recommendations by Dave Ramsey.
I do not sell any financial products. 180 Degree Financial Coaching is designed to give you accurate and authoritative information with the regard to the subject matter covered. It is provided with the understanding that the 180 Degree Financial Coaching is not engaged to render legal, accounting or other professional advice. Since your situation is fact-dependent, if needed, you must additionally seek the services of an appropriately licensed legal, accounting or investment professional.