1:1 Coaching Agreement

What we do

You're working with OwnIt Advisory for financial coaching and education. We help you understand your finances and move from avoidance to action through one-to-one sessions.

What we don't do

OwnIt Advisory does not provide regulated financial advice.

We do not recommend or advise you to buy, sell or switch any regulated financial product or investment. We can explore options and help you think through your options, but the decision is yours.

You're in control

We're here to help you think through your options and build confidence in your decisions. What you choose to do with the insights from our sessions is entirely your decision.

Financial decisions involve variables we can't control, so we don't guarantee specific outcomes like investment returns, savings targets, pension performance, or tax results. We're here to support you, not to predict the future.

Rescheduling and cancellations

Please give at least 48 hours' notice if you need to reschedule a session. If you cancel with less than 48 hours' notice or do not attend your session, the session will be treated as having been used.

If you need to end our work together before all three sessions are complete, any unused sessions remain in credit for 12 months and can be used whenever you're ready.

If we need to reschedule or postpone a session on our side, we'll let you know as soon as possible and work to find a time that works for you.

Your information

You're responsible for providing accurate information about your finances and circumstances. We keep everything you share completely confidential and handle it according to our Privacy Policy.

Jurisdiction

This Coaching Agreement is governed by the laws of Ireland.