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Terms of Use

The ground rules for using this site.

Last updated: August 2026. These terms are a template pending legal review.

Not financial, legal, or tax advice

Clear Story Coaching LLC provides professional and business coaching. It is not a broker-dealer, investment adviser, law firm, or accounting firm, and nothing on this site is investment, legal, or tax advice. You remain responsible for compliance with your firm’s policies and all applicable regulations.

No guarantee of results

Coaching outcomes depend on your circumstances and your follow-through. Testimonials describe individual experiences and are not a promise of similar results.

Content and intellectual property

Site content, worksheets and materials are owned by Clear Story Coaching LLC and provided for your individual use. Please do not redistribute or resell them without permission.

Members Area

Access to the Members Area is granted to active coaching clients, is personal to you, and may not be shared.

Contact

Questions about these terms: send a message