Booking Terms & Conditions
ACKNOWLEDGMENT & DISCLAIMER
Gifted Generations, LLC dba Money for Tomorrow (Company) nor its representatives or employees are not licensed or certified financial planners or advisors. Nor are they tax advisors or legal advisors. Client acknowledges that the coaching provided under this agreement is not intended to provide legal, accounting or tax advice. The information provided by Company, its subsidiaries, affiliates, representatives, successors, and assigns is for educational and informational purposes only. The information Company provides is formed based on our own personal opinions developed through personal experience. Company will work with Client to develop the best steps for Client to take toward financially understanding, budgeting, and planning. To make the best financial decision that suits Client needs Client is to conduct his/her own research. Client acknowledges that there are risk and that Company makes no guarantee that Client will be successful in making, saving, or investing money; nor is there any guarantee that Client will not experience any gains or losses. By entering into this agreement with Company Client agrees to provide Company with truthful information and agree to waive any liability for plans developed based on information provided to Company by Client. Except for Company’s gross negligence, Client agrees to hold harmless Company, its subsidiaries, affiliates, representatives, successors and assigns for any losses incurred based on coaching service Client received from Company.
Client is responsible for providing information needed for coaching services and keep Gifted Generations, LLC dba Money for Tomorrow (Company) informed of any changes in information. Client acknowledges that Company cannot adequately perform the coaching services for Client unless Client performs their responsibilities as provided by the coaching.
Company will obtain the financial information from Client needed to coach client. Company shall take the information collected and will provide Client with financial coaching consistent with Client’s personal financial situation, expectations, goals, and objectives. If this agreement is between Company and related clients (i.e., husband and wife) then Company will provide coaching in accordance with common goals of the related clients. Unless this agreement is terminated Company will continue to coach clients based on common goals expressed to Company. Company will not be responsible for any claims or damages resulting from Company’s reliance on information provided prior to any change in the status of the relationship between the related Clients.
Company shall keep the information provided by Client confidential and agrees not to disclose to any third party unless Company is served with a subpoena by a court of competent jurisdiction demanding Company to disclose information in accordance with litigation or administrative proceedings. If such demand is made by a court of competent jurisdiction Company shall notify Client immediately. Company will adhere to the demand of a subpoena issued by a court of competent jurisdiction.