All coaching will be subject to these general policies:

Privacy Policy: All matters discussed, facts revealed, and the nature and content of all documents you have provided to us or that we generate will be kept confidential. 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. 

Disclaimer: Coaching is designed to give you accurate and authoritative information with the regard to the subject matter covered. It is provided with the understanding that the coach is not engaged 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 investing services. Any actions taken by the client is by their own will. Craig Dacy and CDFC are not liable for any financial decisions made by you as a result of coaching sessions.  

Our Promise: We will tell you what we believe you need to hear; we will offer a plan with clear direction; we won’t give up on you, and we will be available to you.

We expect, and assume, this promise from you:

That you will come prepared to make the sacrifices necessary to succeed; do what you need to do in order to understand the plan and recommendation; take full responsibility for your plan and its implementation; take the action required to meet your goals; and contact us when you need additional advice and direction.