Sample Personal Consultation Service Contract

Project Description

Consultant agrees to provide a Personal Consultation Service to Client, which includes:

  • Evaluation of Spending: Review and analyze three (3) to six (6) months of personal spending records, including but not limited to debit/credit card statements, categorized accounting software reports (e.g., QuickBooks), or other financial records provided by Client.

    Credit Card Strategy: One (1) custom credit card strategy PDF, detailing recommendations Client can take to earn and redeem points for desired travel goals.

  • Strategy Sessions: Up to four (4) 30-minute virtual sessions (approximately once per quarter) to present analysis, recommended credit card strategy, and, as necessary, education regarding points earning and redemption.

  • Ongoing Support: Continued communication via email and calls, as reasonably necessary, for one (1) year from effective date of contract


These services are intended to guide and educate the Client. Consultant does not directly book travel or apply for credit cards on behalf of the Client.

Terms

Payment
The total fee for the above services is $650 USD, due in full prior to the initiation of the Evaluation of Spending (“Evaluation”) and subsequent consultation sessions.

Payments shall be made via ACH and debit/credit cards and are non-refundable, except as noted below.

Rescheduling and refunds
Client may reschedule any consultation session with at least 24 hours’ notice. No-shows or cancellations within 24 hours are non-refundable and will count as a completed session. In the event Consultant cannot deliver services due to unforeseen circumstances, a full or prorated refund will be provided, depending on the work completed to date.

Client responsibilities

Client agrees to:

  • Provide accurate and complete information regarding their travel preferences, financial situation, and current rewards balances.

  • Understand and adhere to the terms and conditions of any credit card programs or travel partners referenced in the strategy deck.

  • Independently apply for and manage any credit cards or travel bookings suggested in the strategy.

Deliverables

Once the Evaluation is complete, an analysis and strategy deck shall be delivered via email. The subsequent consultation session(s) shall be scheduled at a reasonable time agreed by both parties, the first being at most ninety (90) days after completion of Evaluation. Failure to schedule the session within this timeframe will release the Consultant from this agreement.

Confidentiality

All Client information shared with Consultant will be kept confidential. Consultant may share client interaction and success stories on all social media platforms in an anonymized fashion for business purposes.

Disclaimer and limitation of liability
Consultant provides educational and strategic guidance only. While all efforts will be made to plan for free trips, there may be instances whereby the Client will have some cash outlay, not limited to but including taxes, award booking fees, and flight costs. Consultant is not a financial advisor, travel agent, or legal professional. Client is solely responsible for decisions related to credit card applications, financial behavior, and travel bookings. In no event shall Consultant be liable for any damages arising from the use or misuse of the information provided. Consultant makes no guarantees regarding specific outcomes, travel availability, or the ability to accrue or redeem points.

Intellectual property
All materials provided, including but not limited to the strategy deck, are the intellectual property of Consultant. Client is granted a limited, non-transferable license to use the materials for personal, non-commercial purposes only.

Affilate disclosure
Consultant may receive compensation through its partnership with advertisers when the Client uses credit card links. The use of any such links will be disclosed upfront. Terms apply to credit card offers. Opinions expressed in consultations are the author’s alone, not those of any bank, credit card issuer, airlines or hotel chain. Any information provided should not be considered financial advice.