Terms of Service

You acknowledge the StoreHouse coach is here to help inform, guide, challenge and encourage you, but it’s ultimately up to the you to apply what is learned and assigned by the coach to make the coaching experience a success. You agree to timely execute all the recommendations and action items as set by the coach.  In all coaching sessions, you will attend the coaching sessions with your spouse (if married). In order for you to have a valid license and subscription to Financial Health Index®, you agree to comply with all published technical requirements and file sharing protocol. You understand that the coach is not licensed to select specific investments nor does the coach sell or provide any insurance products, investments or money management services. You acknowledge that StoreHouse is not responsible for either the current status or subsequent outcome of your financial situation—you are fully responsible.

What we will do:

We will coach you with objective and experienced advice. We are here to help you reach financial health. StoreHouse Financial Solutions does not receive kickbacks of financial benefits from other professionals, vendors, companies, or third-party products/services.

Because your confidentiality is important, we will not share what we discuss in our time with you with anyone else without your written permission.

What you will do:

You will be truthful and transparent because communication is vital to your financial health.

You will complete the Client Intake File* completely and to the best of your knowledge and ability and will submit these with 48 business hours before the scheduled appointment time.  Failure to do so will inhibit our ability to help you.  Note that there are no refunds offered if you do not complete your Client Intake Form within this time limit. 

You acknowledge that you are solely responsible for your actions, choices, and decisions.

You hereby release, waive, acquit, and forever discharge StoreHouse Financial Solutions and its agents successors, representatives, heirs, and employees from every claim, suit, action, demand, or right to compensation for damages you may claim to have or that you may have arising out of actions, omissions, commissions taken by yourself or by StoreHouse Financial Solutions as a result of advice given by or otherwise resulting from the coaching relationship contemplated hereunder.  You further declare and represent that no promise, inducement, or agreement not herein expressed has been made to you to enter into this release.  The release made pursuant to this paragraph shall bind your heirs, executors, personal representatives, successors, assigns and agents.

*Microsoft Excel required