Additional Terms for Coaching

The Client accepts full responsibility for participation in coaching and agrees to release, indemnify and further hold the Coach harmless from any and all actions taken by the Client after coaching session(s). The Client acknowledges that this coaching program offers no guarantee that the Client will achieve an improvement in trading or investment results and does not offer any guarantee of success whatsoever.

Confidentiality/Mutual Non-Disclosure

As a matter of ethics, the Coach has the responsibility to maintain strict confidentiality about all personal information shared by the client. The Coach will not voluntarily divulge that he is in a coaching relationship with the Client without written permission,unless required to do so by a court order. The only exception is when the Client shares information that gives the Coach reasonable cause to believe there are threats of serious harm to the client or others. Every effort will be made to discuss this with the Client before the Coach exercises his obligation to report the situation to the proper agent.

The Coach and Client mutually recognize that they may discuss the future plans, business affairs, customer names, financial information, job information, goals, personal information, and other private information. The Coach will not voluntarily communicate the Client’s information to a third party. In order to honor and protect the Coach’s intellectual property, the Client likewise agrees not to disclose or communicate information about the Coach’s personal information, practice, materials, or methods to any third parties.

Purchasing the “Emergency Roadside Assistance Program” demonstrate the intent to fulfill the intentions and requests above and reflect a complete understanding of services to be provided. As Client, I understand and agree that I am fully responsible for my wellbeing, choices, decisions, and actions taken during and after my coaching sessions.