• APPOINTMENTS are made using the “Schedule Appointment” page on the website.
    Married couples must attend all scheduled appointments together. If a spouse will not be available for a scheduled appointment please reschedule using the links in the appointment email. Single individuals should plan to include a trusted accountability partner.
    Dollar Bill Financial Coaching (DBFC) assumes the responsibility of understanding and evaluating your current needs, goals, and resources in order to develop a strategy to meet your objectives. However, in order to make your plan work, we expect that you will come prepared to take the steps necessary to succeed, take full responsibility for your plan and its implementation, and contact DBFC when you need additional advice and direction.
    DBFC will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to us or we generate. We will reveal such matters only upon receipt of a written authorization and clear, verifiable instructions from you telling us exactly what we may reveal.
    Coaching is designed to give you accurate and authoritative information with regard to the subject matter covered. We are not authorized to render legal, accounting, or other professional advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment service.
  • PAYMENT for hour-long appointments must be made prior to the day of the appointment.
  • REFERRAL REWARDS may be made available from time to time. Reward payments are made to the first referrer following the new client’s first paid appointment.
    We do not offer refunds for our coaching services as we are a fee-for-time service. We promise that you will get out of the coaching session what you put into it.
  • TASKS may be provided by Dollar Bill Financial Coaching (DBFC) for you to do and forms for you to fill out to help you accomplish your financial goals. DBFC will guide you but is not responsible for doing the assigned tasks or filling out the assigned forms.
  • If a TECHNICAL ISSUE disrupts an hour-long virtual appointment another hour-long appointment can be scheduled without further payment and the remaining time from the disrupted appointment will be fulfilled.

(Updated: 3/24/21)