Money Mindset Coaching Policy

Effective Date: January 16, 2025

Welcome to the Questions and Tisane Money Mindset Coaching Policy! I’m Ashley Cantave, and I’m excited to begin working with you as a money mindset coach.

In order to best serve you, I want to make sure we’re on the same page about a few things. This policy is an agreement between you (the “client”) and me (the “coach”) so we’re both aware of our rights and responsibilities throughout the coaching process.

How It Works

My coaching services are for people 18 years and older. If you’re younger than 18 years of age, I can’t work with you as a coach. And while I will be the one working with you, all payments will be made to Questions and Tisane, LLC (my company).

If you are 18 or older and interested in working with me, start by filling out the form here so I have a better idea of your particular situation. We can then schedule a free 50-minute Money Mindset Coaching session to take place by phone or over Google Chat. I’ll let you decide which one you would prefer to use.

During that session, I’ll help you uncover one of your limiting beliefs about money and show you how you can replace it with one that’s more helpful for you. The purpose of this session is to give you a sense of what I can do for you as a coach and also to help me determine whether we’re a good fit for each other.

After the free session, if I think we are a good fit and you agree to sign up for a paid coaching package, I’ll send you an invoice through PayPal for the then current price of the service. The cost must be paid before we can schedule the first paid session. Day 1 of the program is the day I receive payment from you. The end of the program will be twenty-nine (29) calendar days later (thirty (30) days total).

Note: Phone calls are currently only available to people in the US. All messages exchanged through Google Chat will require a Google account.

Coaching Services

I’m currently offering a one-month (30-day) Money Mindset Coaching Package. Here’s what the package includes:

  • Weekly Money Mindset Coaching sessions by phone or through Google Chat (50 minutes)

    • Every week, I’ll schedule a 50-minute Money Mindset Coaching session with you to discuss how you’ve been doing, what you’ve been doing, and where we want to go from here. These sessions will help me understand how you’re progressing, while also giving me a better idea of what kinds of assignments to give you. For each session, you can decide whether you would like to do a chat or a phone call (if phone calls are available for you).

    • The sessions will be scheduled sometime during my coaching hours, which are Monday-Friday, 1:00pm-5:30pm EST, excluding major US holidays (New Year’s Day, Independence Day, Thanksgiving, and Christmas).

    • The day before your session, I’ll send you an email reminding you of the date and time. Then, at the time of the session, I’ll send you a message or call you on the phone number you provided (or an alternate number, if you prefer) and we can continue from there.

  • Assignments following every session

    • During each coaching session, I’ll give you a few assignments I would like you to focus on and (ideally) finish by the time of our next session.

    • After your session, I’ll email you notes about what we discussed along with your assignments. While it’s up to you whether or not you do them, I strongly advise you to complete them because they’ll help you make progress toward your goals faster and keep track of the progress you’ve made.

    • Please let me know if you’re having issues completing any of the assignments. The sooner you let me know, the sooner we can make adjustments.

  • Unlimited online messaging through Google Chat

    • When we’re not in a session, I still want to be able to offer you support. That’s why I invite you to send me as many messages as you like through Google Chat. I’ll respond to them during my coaching hours.

  • Email support

    • You can also email me anytime during your package, and I’ll respond during my coaching hours.

Payment Policy

When you agree to pay for a coaching package, I’ll send you an invoice through PayPal for the cost. The cost must be paid before we can schedule our first session. The sooner you send your payment, the sooner we can get started with coaching. You don’t have to have a PayPal account to pay the invoice.

Please note that when you submit a payment, you’re agreeing to this Money Mindset Coaching Policy and the Privacy Policy. Please read them before submitting a payment.

Note: PayPal is a third-party payment processor. Other than the fee you pay, I don’t handle payment or billing information, and I’m not responsible for PayPal’s policies or privacy practices. I encourage you to read PayPal’s User Agreement and Privacy Policy before submitting a payment.

Refund Policy

I offer a 15-day money-back guarantee. If you aren’t completely satisfied with your coaching experience within 15 days of beginning it, I’ll refund your full payment. Just send me an email at ashleyc@questionsandtisane.com sometime before that 15-day window has passed and I’ll arrange it for you. The first day of that window begins the day I receive your payment.

No refunds will be given after those 15 days have elapsed.

Cancellation

You can cancel your coaching package at any time for any reason. If you do cancel, you’ll receive a refund in accordance with the “Refund Policy” above. If you need to reschedule a coaching session, just let me know in advance and we can reschedule.

If you’ve scheduled a coaching chat and the time comes and you’re not in the session, I’ll wait ten minutes. After that, we’ll have to reschedule. Unfortunately, I can’t extend meeting times if you don’t arrive on time, but we can try to make up for any missed time through messaging or email.

If you’ve scheduled a coaching phone call and you don’t answer the first time, I’ll call again. If you still don’t answer, we’ll have to reschedule the session.

Though I will try my best to be present for every session and to respond to messages in a timely fashion, if for any reason I need to reschedule a session or take a break in responding to messages during coaching hours, I’ll let you know in advance. I apologize for any inconvenience this might cause.

And if I have to cancel the package for any reason, I’ll let you know and give you a full refund. (See the “Disclaimer” below for more information.)

Privacy Policy

Your privacy is very important to me. Any information you share with me will be handled according to the Questions and Tisane Privacy Policy. Additionally, I will never disclose the details of our sessions or message exchanges (email or chat) with anyone unless I have your permission or am legally obligated to do so.

To further protect your privacy, if you’ve chosen to use Google Chat, I will delete our chat from my Google account sixty (60) days after the last message has been exchanged (this includes the free session). If you become a client and for any reason you don’t have a copy of the sessions or messages but would like one, please let me know before that 60-day period has elapsed.

If you’ve chosen to communicate by phone, I’ll delete your number from my phone sixty (60) days after our last phone call. (If you choose not to sign up for a package, I’ll delete your number right away.)

However you choose to communicate, I will keep your completed coaching application form in case you decide to become a client or purchase another package or service in the future. If you would like me to delete your completed application, please let me know.

Updates

From time to time, I may update this policy. The most current version will always be posted here and indicated by the “Effective Date” above. Please check back frequently to see if any changes have been made. I’ll notify you of any material changes with a notice at the top of this policy and through email, but I get to decide what changes qualify as “material.” If you continue to use the coaching services after the “Effective Date,” you are agreeing to the new policy.

Disclaimer

Money mindset coaching is not a replacement for receiving professional financial advice. If you’re in need of this kind of advice, please see a qualified professional. When you send me an email inquiring about my coaching services, I’ll let you know whether I think a different coach or service would be better suited to your needs.

And if, in the course of coaching, I feel that a different coach or service would be better for you, I’ll let you know. I’ll also cancel the package and give you a full refund.

As a money mindset coach, my job is to guide you on your money journey. But since it’s your journey, it’s up to you to decide how you use the information and advice I give you. I offer no guarantees that coaching will give you the outcome you want or any particular outcome at all. I can only offer the best guidance and advice I can based on your current situation and goals. The rest is up to you.