Coaching Terms of Use

By creating this account, you are authorizing Trellis Company, and its agents and contractors (collectively, “Trellis”) to contact you at the personal e-mail address and phone number provided and at any other email address or phone number you provide during the coaching sessions.

Trellis will only access account information as required to provide you with support or to share limited information with your school, and only with your permission. Trellis reserves the right to access your account information for research purposes, addressing technical or other questions, or monitoring the effectiveness of the service, or at the request of your school for verifying participation in a financial coaching session. Trellis will not engage in any data-mining or other use of account information except as permitted under these Terms of Use, as necessary to provide you with support, or as required by law.

Coaching sessions may be recorded to supervise and evaluate the financial coach. Only the financial coach and his/her management will have access to the recorded sessions. Recorded sessions may be reviewed by other financial coaches for training and quality assurance purposes.
This service is not intended to constitute any tax, investment or legal advice. If you need investment, legal, tax advice, and/or credit counseling, please consult with a professional within those areas.

Links to third-party financial resources are provided as a convenience for informational purposes only. Trellis does not endorse or approve any of the products, services or opinions of the entities or individuals associated with these links. Trellis bears no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.

These services are presented “AS IS.” In no event, shall Trellis, its officers, directors, employees, affiliates, suppliers, or any third parties mentioned on the sites or during coaching sessions be liable for any damages whatsoever.

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