Terms and Conditions

Find Financial Clarity – Ongoing Financial Advisory Support

These Terms and Conditions outline the structure and expectations for the Find Financial Clarity program.

1. Scope of Services

The Find Financial Clarity program provides ongoing financial advisory support, including financial modeling, cash flow forecasting, financial analysis, and strategic guidance related to business financial decision-making. It does not include any investment advice. 

This engagement is advisory in nature and does not constitute tax, legal, investment, accounting, or bookkeeping services. These services are outside the scope of this agreement.

2. Program Structure and Deliverables

The program includes both an initial setup phase and ongoing advisory support.

Initial Setup

• Development of a forward-looking financial model (pro forma)
• Creation of a rolling cash flow forecast
• Development of a project-based pricing and profitability evaluation tool
• Identification of key financial drivers and assumptions
• Initial assessment of working capital and financing requirements

Ongoing Advisory Support

• Ongoing updates to the financial model based on actual performance and new projects
• Rolling cash flow forecasting and updates
• Weekly advisory meetings with the client to review financial performance, cash flow, and upcoming requirements as well as to answer any related questions
• Analysis of key financial drivers, including margins, profitability, and trends
• Scenario analysis to evaluate the financial implications of business decisions
• Support in pricing, project selection, and financial planning decisions
• Ongoing opportunity for the client to ask questions and build understanding of their financials

3. Term of Engagement

The engagement will commence upon receipt of the initial payment and will continue on a monthly basis unless terminated in accordance with the terms outlined below.

4. Fees and Payment

• The initial setup fee of $3,500 is due prior to commencement of work
• Ongoing advisory support is billed at $1,500 per month
• Monthly fees will begin 30 days after the start of the engagement

All payments are non-refundable once services have been initiated.

5. Termination

Either party may terminate this agreement with 30 days’ written notice.

During the notice period:

• Services will continue to be provided
• Any scheduled sessions will be honored
• Final updates and deliverables will be completed as appropriate

No partial refunds will be provided for any unused portion of the notice period.

6. Client Responsibilities

The client agrees to:

• Provide accurate and timely financial and operational information
• Grant access to relevant systems (e.g., accounting software) or provide required reports in an agreed format
• Participate in scheduled sessions and communicate openly regarding business plans and changes

The quality and accuracy of the financial analysis and recommendations depend on the completeness and accuracy of the information provided.

7. Advisory Nature of Services

All recommendations, financial models, and analyses are based on information provided and assumptions discussed during the engagement.

The client retains full responsibility for all business decisions and outcomes.

8. Intellectual Property

All financial models, tools, frameworks, templates, and materials developed as part of this engagement remain the intellectual property of Renée Blasky of The LEAP Network, LLC.

The client is granted a non-exclusive, non-transferable license to use these materials for their internal business purposes.

These materials may not be reproduced, distributed, shared with third parties, or used for commercial purposes outside the client’s business without prior written consent.

9. Confidentiality

All client information shared in connection with this engagement will be treated as confidential and will not be disclosed to third parties without the client’s prior consent, except as required by law.

Confidential information includes all non-public financial, operational, and business information provided by the client (including prior to this engagement if obtained via a coaching relationship).

Confidentiality does not apply to information that:

• is publicly available or becomes publicly available through no fault of the advisor
• is received from a third party without restriction
• is required to be disclosed by law or regulatory authority.

10. Limitation of Liability

To the fullest extent permitted by law, the advisor will not be held liable for any direct or indirect losses arising from business decisions made based on the advisory services provided, except in cases of gross negligence or willful misconduct.

In all cases, the advisor’s total liability under this engagement shall be limited to the total amount of fees paid by the client to date.

11. Changes to Scope

As the business evolves, the financial requirements and complexity of decision-making may increase. In such cases, the scope and pricing of the engagement may be reviewed and adjusted by mutual agreement.

12. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Minnesota.

13. Acceptance

By proceeding with payment, the client acknowledges and agrees to these Terms and Conditions.

Renée Blasky, CFA
Financial Strategist and Consultant
The LEAP Network, LLC