Service Agreement
I, agree to retain financial mentor services from “Be Greater LLC”. I am fully aware the mentorship I receive WILL NOT be provided by a licensed financial advisor but by an individual(s) who are financially educated through life experiences. I am aware I will not have any of my money personally managed by “Be Greater LLC”. I am aware that aside from providing payment for "Financial Mentor" services, Be Greater LLC, will not be investing any money for me nor asking me to give them any money to manage. I am aware, for the purpose of investment services such as retirement accounts, Be Greater LLC will refer me to a licensed Financial Institution.
I understand the information I will be given is for mentorship purposes and it is solely at my discretion to listen to and follow the mentorship. I am fully aware it is my responsibility to be prepared for my session with all of the documents and information I am instructed to bring. I fully understand that individual circumstances will determine individual results, so results will vary. To obtain the best results, I agree to be 100% forthcoming and transparent with my credit, income, debt, assets, goals, likes, dislikes, challenges, work history and obstacles.
I fully understand, payment is non-refundable. Specifically, if I miss or cancel my scheduled appointment, payment is non-refundable. However, if I need to reschedule or cancel my appointment, I will be permitted one rescheduling without penalty. To reschedule or cancel, I fully understand I must cancel via text message, email, and service app at least 12 hours before my scheduled session. My session will start on time, so if I am late to my session, I fully understand I will lose the portion of my session I was late for. I am aware each session should take approximately two hours to complete, yet if the session goes over two hours, I may be charged additionally at an hourly rate. I fully understand this service agreement remains in effect for any and all phases or phone calls made between “Be Greater LLC” and myself.
I am fully aware I must be at least 18 years of age and competent to sign this agreement, or I must have a parent or legal guardian sign this agreement for me.
I, agree to retain financial mentor services from “Be Greater LLC”. I am fully aware the mentorship I receive WILL NOT be provided by a licensed financial advisor but by an individual(s) who are financially educated through life experiences. I am aware I will not have any of my money personally managed by “Be Greater LLC”. I am aware that aside from providing payment for "Financial Mentor" services, Be Greater LLC, will not be investing any money for me nor asking me to give them any money to manage. I am aware, for the purpose of investment services such as retirement accounts, Be Greater LLC will refer me to a licensed Financial Institution.
I understand the information I will be given is for mentorship purposes and it is solely at my discretion to listen to and follow the mentorship. I am fully aware it is my responsibility to be prepared for my session with all of the documents and information I am instructed to bring. I fully understand that individual circumstances will determine individual results, so results will vary. To obtain the best results, I agree to be 100% forthcoming and transparent with my credit, income, debt, assets, goals, likes, dislikes, challenges, work history and obstacles.
I fully understand, payment is non-refundable. Specifically, if I miss or cancel my scheduled appointment, payment is non-refundable. However, if I need to reschedule or cancel my appointment, I will be permitted one rescheduling without penalty. To reschedule or cancel, I fully understand I must cancel via text message, email, and service app at least 12 hours before my scheduled session. My session will start on time, so if I am late to my session, I fully understand I will lose the portion of my session I was late for. I am aware each session should take approximately two hours to complete, yet if the session goes over two hours, I may be charged additionally at an hourly rate. I fully understand this service agreement remains in effect for any and all phases or phone calls made between “Be Greater LLC” and myself.
I am fully aware I must be at least 18 years of age and competent to sign this agreement, or I must have a parent or legal guardian sign this agreement for me.