Discovery Session Terms and Conditions

Financial Fitness Iowa, LLC’s Promise to You, the Client…

1. We promise to keep you as the sole focus of our work. We will coach you with fidelity, offering you sound financial advice tailored to your specific circumstances. We do not, nor will we ever, receive any kickbacks or financial perks from any other professionals, vendors, companies, or third-party products or services.

2. We make you an unwavering promise of protecting the privacy of your information. We will not share any aspects of what we discuss with any other person without your prior, written consent. Nor will we indicate that you used the services of Financial Fitness Iowa, LLC to any third party, without your prior, written consent.

Your Promise to Financial Fitness Iowa, LLC., 

1. Your communication is crucial to the success of our meetings. You will be truthful and transparent with your thoughts, ideas, dreams, goals, and challenges.

2. You will fulfill a number of pre-session tasks to ensure our time together is able to be used to its fullest potential. Failure to complete these steps accurately and completely will likely result in less value being delivered to you during the session. These steps may include answering a questionnaire, completing a financial worksheet, reading an educational handout or reviewing an instructional video. These tasks must be completed 48 hours prior to your scheduled appointment time or the session will be canceled.

3. You understand that refunds are not offered on Discovery sessions. We appreciate you honoring the original date and time of the appointment.

4. You understand that requests to reschedule the meeting will not be honored.

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

6. You hereby release, waive, acquit and forever discharge Storm Ziegler and Financial Fitness Iowa LLC, their agents, successors, assigns, personal representatives, executors, 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, or commissions taken by yourself or by Storm Ziegler 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.