Individual Client Agreement
1x1 Money Coaching Package

 

This Agreement is made and entered into on this day, ………… (“Start Date”) between Praline Productions LLC, a Massachusetts Limited Liability Company, (hereinafter referred to as “Coach”) and ……….., (hereinafter referred to as “Client.”)

Coach and Client hereby voluntarily and willingly agree as follows:

For good and valuable consideration of $2,700 (pay-in-full price) or 3 payments of $997 (total of $2,991 for the payment plan), Client is electing to purchase the Prosperity Portal. (hereinafter “Program”). In exchange, Coach agrees to provide the services outlined in the Program Details below, and Program Outline attached hereto. Client understands and agrees that Coach will utilize suitable methodologies in accordance with Client’s needs, and in accordance with his/her training.

  1.  Program Details
    • Client agrees and understands that he/she is purchasing 1 1-hour of 1x1 coaching and 12 30 minutes 1x1 coaching on financial topics + access to pre-recorded content and can include financial education but does not constitute investing advice.
    • Client acknowledges that he/she has read the Program Outline Addendum and conducted any additional research necessary to feel he/she understands what is being provided in Money Coaching as well as what is not included. Client agrees to be bound by the terms and conditions outlined herein, as well as the general policies and procedures that can be found in this Agreement and on Coach’s website.
    • Program is not to be considered a substitute for mental health treatment, advice, counseling, or any other professional service. Program is not designed to treat any mental, emotional, or other medical conditions.
  2.  Confidentiality
    • This Agreement is considered a mutual non-disclosure agreement, meaning both Client and Coach agree not to disclose, reveal, or make use of any confidential information learned by either party during discussions, coaching sessions, calls, emails, or otherwise. Such “Confidential Information” includes, but is not limited to, financial information, coaching strategies, exercises, or other methodologies Client learns as a result of working with Coach, plans or outlines for future programs or packages, information contained in documents or any other original work created by Coach, and any and all other intellectual property (discussed below.)
    • Client and Coach agree that the responsibility to refrain from disclosing or sharing any and all Confidential Information learned as a result of Client working with Coach shall survive the expiration of this Agreement and Coach’s services. This means Client and Coach both agree to continue to keep Confidential Information private, even after the completion of working with Coach.
    • Should Client breach this provision and disclose confidential or proprietary information belonging to Coach or another participating in the Program, Client understands additional action may be taken by Coach up to and including legal action.

 

  1.  Intellectual Property Rights
    • Client agrees and understands that Coach has created numerous original, creative works in connection with the Program, and agrees that Coach maintains all copyrights and other intellectual property rights in all original or derivative content associated with or included in the Program, whether created prior to working with Client or specifically for Client, including but not limited to: documents, charts, emails, graphs, products, systems, processes, handouts, worksheets, tutorial videos, trade secrets, marketing strategies, Facebook ad strategies, guides, and any other original work created by Coach. Client agrees she may be granted a limited right to use selected materials in the course of his or her own business, but understands that the rights remain with Coach. Nothing in this Agreement shall constitute a transfer of ownership of any Intellectual Property from Coach to Client, nor grant any license to use the information, other than that which is expressly provided throughout the course of the Program.
    • Client agrees and understands he/she is not to copy, repost, alter, publish, sell, assist others in selling, manipulate, distribute, or in any way exploit any of the content or intellectual property provided by Coach or obtained through working with Coach, without Coach’s express written consent. If such behavior is discovered or suspected, Coach reserves the right to immediately end Client’s participation in the Program without refund, as well as access to any program or materials Client may have purchased, without refund, and reserve the right to prosecute any actionable infringement or misuse to the full extent of the law.
    • Licensee Rights: Coach’s Limited License to Client: Client understands that in purchasing the Program, she/he is gaining access to view all content and information available as part of the Program, as well as any additional information or content shared with him/her by Coach as she sees fit. Client understands this means he/she will have been granted a limited, revocable, non-transferrable license to read and use the information provided for use in his/her business and life, as instructed or allowed by Coach. As a “Licensee,” Client understands and agrees that Client will not: (a) Copy, edit, distribute, duplicate or steal any information or any Content obtained through Program without written permission by Coach; (b) post, distribute, copy, steal or otherwise use any portion of the Program or its content without written permission by Coach, and understand that any such use may constitute infringement, which may give rise to a cause of action against Client, (c) share purchased materials, information, content with others who have not purchased them, (d) Client further acknowledges and understands that any such actions including but not limited to those outlined above will likely constitutes infringement and/or theft of our work, and a violation of this Agreement and United States Federal laws.

 

  1.  Payment
    • Client agrees to render payment in the amount of $2,700 pay-in-full or 3 payments of $997 (payment plan to be completed before program ends) via card, afterpay/Klarna or Paypal (access on checkout page) and understands that the full purchase amount is due by the end of the coaching sessions are over. Client agrees that absent an agreement regarding a payment plan with Coach, he/she must complete payment in full before becoming entitled to any products or services included within Program.

 

  1.  Payment Plan
    • If Coach has offered Client a payment plan, all information regarding payment schedule is outlined in the attached Payment Plan Addendum. Should Client fail to make timely payments, or if additional payments are not able to be processed, Client understands: (1) the remainder of the Program may be forfeited until payment is made. A payment is to be considered late if not paid within fifteen (15) days of the date it is due. Accounts that have not been paid after 30 days could be turned over to collections, and the balance of Client’s account will become due and payable. If Client’s account is turned over to collections, Client understands and agrees he/she is responsible for any and all fees accrued, in addition to the original account outstanding balance.
    • Coach reserves the right to cancel or cease working with Client should he/she fail to make additional payments in accordance with the Payment Plan as agreed upon at the beginning of the Program. Should this occur, Client understands he/she is not entitled to a refund of funds already issued to Coach in exchange for work completed thus far, and it is up to the sole discretion of Coach whether Client is to have continued access to any materials made available to Client during the Program up until payments were missed.

 

  1.  Refund Policy
    • Coach is not able to offer refunds once Client has purchased the Program. Client understands this provision and agrees that he or she is not entitled to a refund once payment has been issued to Coach.
    • Should Coach experience an unforeseen event causing him/her or his/her team to become unavailable or otherwise unable to complete the Program, Client may be entitled to a partial refund on a case-by-case basis, based upon the portion(s) of the Program unable to be delivered by Coach. Reasonable, minor changes or modification to the Program made by Coach do not qualify as an inability to deliver services, and do not qualify Client for a refund.
    • Client further agrees and understands that changing his/her mind about the Program, failing to follow through or understand the details of the Program, not experiencing the results he/she expected or desired, or experiencing any other similar situations does not entitle him/her to a refund.

 

  1. Indemnification
    • Client agrees at all times to defend, fully indemnify and hold Coach and any affiliates, agents, team members or other party associated with Coach harmless from any causes of action, damages, losses, costs, expenses incurred as a result of Client’s use of Program, as well as any third-party claims of any kind (including attorney’s fees) arising from his/her actions as a direct or indirect result of Client’s participation in Program. Should Coach be required to defend herself in any action directly or indirectly involving Client, or an action where we decide Client’s participation or assistance would benefit Coach’s defense, Client agrees to participate and provide any evidence, documents, testimony, or other information deemed useful by Coach, free of charge.

 

  1.  Disclaimer – Not Medical or Professional Advice
    • The purpose and goal of Program is to provide financial coaching services. Program and content contained within the Program is not to be considered financial or business advice, and nothing within the Program is intended to provide or act as a substitute for physical or mental health treatment.
    • Client understands and agrees that Coach is a Financial Coach, and offers coaching services to provide education, information, accountability, and support as clients seek money/personal finance guidance. Program is not meant for those who are in need of mental health treatment, business or investment advice, or who are seeking any other form of professional treatment or advice.

 

  1.  Disclaimer /No Guarantees
    • Client understands that Coach cannot guarantee results of the Program and cannot make any representations or guarantees regarding individual results. Client will hold Coach and Program harmless if he/she does not experience the desired results.
    • Client understands that all services provided by Coach in connection with the Program being purchased are provided on an “as is” basis, meaning it is without any guarantees, representations, or warranties, including but not limited to warranties relating to quality, non-infringement, fitness for a particular purpose, merchantability, or expectation or course of performance. Client is choosing to purchase this Program and work with Coach on a purely voluntary basis and does not hold Coach or Program responsible should Client become dissatisfied with any portion of the Program.
    • Client agrees that he/she does not have a cause of action, legal remedy, and is not entitled to a refund should he/she not achieve the results desired following completion of the program, as long as Coach delivers the Program as described in the Program Outline Addendum below, or similar substitutes, upon additional agreement by Coach and Client.
    • Client also understands Coach is not a doctor, nurse, lawyer, financial adviser, licensed therapist, or otherwise, and agrees to hold Coach harmless should any physical, emotional, or financial injury occur as a direct or indirect result of the Program. The content provided by Coach on its website and within the Program is comprised of information that has worked for Coach and other clients, and may or may not be useful to Client in his/her personal business or life. Client understands Coach cannot guarantee results from this Program, and has no expectation of a specific result that he or she holds Coach responsible for.

 

  1.  Dispute Resolution
    • Should a dispute arise between Coach and Client, the parties agree to attempt to resolve by good-faith negotiations and discussions. (Client agrees that failure to see results is not a basis for a “dispute” and agrees he/she does not hold Coach responsible for any specific results, or those results which have been achieved by other clients of Coach.) If unable to reach a resolution informally, Client and Coach agree that all disputes will be submitted for Arbitration by the American Arbitration Association, to be completed in Boston, MA, USA within a reasonable amount of time. Client and Coach agree to participate in the arbitration process in good faith and in a manner that will effectively and efficiently resolve the dispute at hand, including the exchange of any materials, documents, or information. The decision made by the arbitrator is to be final and binding on both parties, and is not to be appealed or otherwise set aside. It is to be enforceable in any court of proper jurisdiction as a judgement of law or decree.

 

  1.  Applicable Law
    • This Agreement shall be governed by and under control of the laws of Massachusetts regardless of conflict of law principles, and regardless of location of Client. Client understands this and agrees that the laws of Massachusetts are to be applicable here.

 

  1.  Amendments
    • This agreement is not to be altered, amended, changed, extended, or considered waived without execution of an additional addendum signed by both Client and Coach, or a party authorized to sign on behalf of either party.

 

 

 

 

 

 

 

 

 

 

 

 

Client and Coach agree this Agreement constitutes the entire agreement between Coach and Client, taking place of and superseding any and all prior agreements, discussions, correspondence, or proposals between parties. Client understands that if a portion of the Program or an expectation is not included in this Agreement, it does not apply and is not included within the Program. Client has taken any necessary measures to discuss further and have any questions answered by Coach or Coach’s team, and is in full agreement with the terms outlined herein.

 

Signed:

Client Name: _________________________________

Client Signature: ______________________________                                ___________________

                                                                                                                                    (Date)

Coach: _________________________________

Signature: ______________________________                                           ___________________

                                                                                                                                    (Date)

Addendums: Program Outline; Payment Plan 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PROGRAM OUTLINE ADDENDUM

Client understands, acknowledges, and agrees he/she is purchasing the 90-Day Wealth Accelerator Program Once the Program is purchased and all Agreements are signed, the Program to continue for a period of 90 days. The work is to begin  ……………… and run through approximately …………... During this time, Coach will provide the following products and/or services:

  1. 1 hour onboarding call_________________________________________________________
  2. 12 - 30min private sessions via phone or video call_______________________________
  3. Access to online content and tools to support financial education_____________________

 

  • Modules: Program will include modules, (excluding any bonus or temporarily added modules) to be made available upon purchase of Program, via Membership Site, or however they are to be made available, released during the 90-days program. These Modules are intended to release proprietary information created by Coach for personal benefit of Client. Client agrees and understands that he/she is not to share, copy, distribute, or otherwise use (other than that which is expressly allowed) the information provided to her as a result of her participation in the program.
  • Private Calls: Client understands he/she is entitled to a total of 13 private calls (1 -1 hour and 12 – 30 minutes) with Coach on a WEEKLY basis as part of the Program. Client understands he/she is to schedule each call with Coach via email or online scheduling tool.
    • Should Coach need to reschedule call, Coach will do everything possible to provide client with as much notice as possible, and to reschedule to a mutually agreeable time. If Client is unable to attend the call, he/she agrees to cancel or reschedule at least 24 hours before the scheduled sessions. If cancelation is made within 24 hours of the scheduled call, Coach will take reasonable measures to reschedule call for Client. If Client is a “no show” for the call and does not provide any advance notice that he/she will not able to make the call, Client understands Coach is entitled to cancel the call without rescheduling, and may cause Client to forfeit the call.

 

 

Signed:

Client Name: _____________________________________

 

Client Signature: __________________________________            Date: ________________________

 

 

 

 

 

 

 

PAYMENT PLAN ADDENDUM

 

Client Name: _____________________________________                        Date: _____________________

 

Client and Coach hereby agree to the following payment plan and payment schedule in order to purchase the above-referenced Program belonging to Coach, as outlined in the above Agreement and Program Outline Addendum.

  1.  Cost of Program

Client agrees and understands that the cost of Program, when paid in installments, is $2,991, payable in monthly increments of $997. Client understands he/she has been provided with the option to either pay an upfront, one-time cost of $2,700, or monthly installments of $997, for a total investment of $2,991 and agrees that he/she is electing to pay in installments. Client is to issue payments to Coach as follows:

PAYMENT SCHEDULE

DUE DATE

AMOUNT DUE

CLIENT INITIALS

[1st day of first month of coaching]

[$997 _]

 

[1st day of second month of coaching]

[$997 _]

 

[1st day of third month of coaching]

[$997__]

 

 

  1.  Method of Payment

Client agrees to render payment via card, Paypal or Klarna and understands he/she will be charged in the amounts outlined above, on the corresponding due dates of each installment payment. Should the appropriate method of payment change at any point during the above outlined schedule, Client agrees he/she will promptly notify Coach and/or Coach’s Team to ensure payments are not missed.

  1.  Missed / Failed Payments

Should Client fall behind in payments, or if additional payments are not able to be processed, Client understands: (1) Client will have a three (3) day grace period to make the required installment payment upon receipt of invoice; (2) Client will owe a late fee of $25.00 should Client fail to make the required payment after the 3-day grace period has expired; (3) the reminder of the Program may be forfeited if payment is not made thereafter.

Coach reserves the right to cancel or stop working with Client should he/she become unable to make the additional payments in accordance with the Payment Schedule outlined above. Should this occur, Client understands she is not entitled to a refund of funds already issues to Coach in exchange for work completed thus far, and it is up to the sole discretion of Coach whether Client is to have continued access to any materials made available to Client during the Program up until payments were missed.

 

Client Signature: ______________________________                                Date: _________________