Disclaimer Notice

This Disclaimer governs your use of the website, content, and coaching and learning services provided by Grace Financial Coaching (the “Coach”).

1. Coaching Status and Scope of Service

    The Coach, Lisa Menton, is a Certified Financial Coach (FCMT) specializing in personal behavioral finance and 

    interpersonal alignment.

    This Coach is NOT a licensed Financial Advisor or Planner (CFP), Investment Advisor, Certified Public 

    Accountant (CPA), Attorney, or licensed Therapist.

   My services are strictly limited to coaching, education, motivation, and accountability based on my methodology, and 

   my faith and beliefs in God. I do not provide, nor am I authorized to provide, advice concerning the buying or

   selling of specific securities, stocks, annuities, tax preparation, legal counsel, or insurance products.

2. Educational and Informational Purposes Only

    All content on this website, in all workbooks, in session discussions, and in any free tools, is for educational and 

   informational purposes only.

   Any strategies discussed, including for college funding, retirement and estate and transition strategies, are general   

   guidelines and must be adapted to your unique circumstances.

   The results projected by calculations or mentioned in client testimonials are not guarantees of your future results. 

   Financial success depends on the client’s effort, consistency, determination, and market performance.

3. Client Responsibility and Assumption of Risk

     The Client acknowledges and agrees that they retain full and sole responsibility for their own financial well-being and 

     all decisions made during and after coaching.

     The Client is solely responsible for implementing strategies, managing debt payments, filing tax returns, and making all 

     investment, savings, and any other funding necessity decisions.

     The Client must consult with a licensed professional, CPA, Attorney, CFP or Financial Advisor, Tax Consultant, regarding 

     any major financial, legal, or investment action.

     The Coach shall not be held responsible for any financial loss, damages, or adverse consequences resulting from the 

     Client’s interpretation or application of the information provided during coaching.

4. Intellectual Property Rights

    The proprietary and copyrighted intellectual property of Grace Financial Coaching will be designated as such. All 

    materials are provided under a limited license for the Client’s personal use only, as outlined in the separate Coaching 

   Agreement.

5. Certification Disclosure

    The Coach’s certification through the Financial Coach Master Training (FCMT) Program attests to the training in 

    financial behavior and relationship dynamics but does not grant licensure as a financial or investment advisor, or as a 

    licensed therapist.

     By using my website, services, and materials, you agree to this Disclaimer.

    Contact Me

    For any questions regarding this Disclaimer, please contact me at:

    lisa.menton@gracefinancecoaching.com.