Money Coaching Agreement Template


This Money Coaching Agreement Template is for use if you are a money counsellor, a Money coach, a budget advisor or any other business where you’d like to protect yourself, your business, and your clients.



Are you providing behavioural and emotional coaching to help clients create better relationships with money?

Money Coaching is powerful work, and as a Money Coach, your clients have great expectations. You have a responsibility to manage those expectations and ensure that your clients understand the power of your work and what it takes to get spectacular outcomes.

If you only have one contract in your Money Coaching business, this is it!

This Money Coaching Agreement template will help define areas of Client and Coach responsibility, ensuring clear communication between you and your clients. The contracts are drafted in plain English by an experienced Australian lawyer working with coaches.

By clearly identifying the terms of your agreement, you can lay solid groundwork for your coaching relationship. Hence, all parties are clear on their obligations and how the relationship will work.

Your Money Coaching Agreement will allow you to deal with disputes quickly and easily. Your agreement covers different situations and how to resolve them –  it will help avoid disputes in the future and protect your business and everything you have worked hard for.

The Money Coaching Agreement sets out the legal agreement between a coach and your clients and covers important term, legal clauses and scenarios likely to arise your coaching service including:

  • the services you offer
  • booking processes
  • client responsibilities
  • payment terms
  • cancellations and refunds
  • termination
  • limitation of liability
  • success disclaimer
  • intellectual property rights
  • privacy and confidentiality
  • dispute management
  • and much more.

Every coach-client relationship is different, but it helps to set the ground rules from the start.

A well-written agreement will not only provide you with legal protection, it will also help set your client’s expectations.

Should you purchase the template, then require a subsequent Review and Update, please request a Coaching Agreement Review and Update here, at my reduced rate. Consider upgrading your templates with our customisation option, perfecting the template for your business. Book your customisation upgrade here.


These templates have been lovingly created by Shalini Nandan-Singh (an Australian lawyer and small business specialist) for the protection your business requires without the expense of a done-for-you service.

Upon completing your purchase, you will receive an editable WORD document download and EXPLANATORY NOTES  on using and completing each template. Just fill in the blanks, upload to your website,  CRM or proposal as required, and you’re done.  Be sure to save your files somewhere safe – for security reasons, the templates are limited to download 5 times, restricted after 14 days from download.

Access free email support for 14 days at For complex enquiries, a consultation fee may apply.

If you are unsure if this template is right for you, please send me an email, and I will be happy to point you in the right direction of what your business needs.

Client feedback:

I used the Coaching Agreement template by Legally Shalini and it’s a really great template.  It came with an instructions page as well as very easy instructional boxes on the template with prompts to add your own details in.  It took me about 40 minutes to put together, and done; I have a working legal document! The formatting of the document and the areas you need to fill in are done really well, and are very obvious so you won’t miss anything important.  So far I’ve felt a little worried about getting this type of document, but now I feel a lot more confident.

Yulia, Madam Wealth.