Cancellation Policies & Following Through

At some point, almost every financial coach will face this conversation. A client reaches out and says they want to end the coaching relationship before the agreement is complete. Maybe life became overwhelming. Maybe they aren't seeing the progress they expected. Maybe they're questioning whether coaching is still the right fit. How do you respond? In this episode, Cody and Maria discuss one of the more uncomfortable—but important—parts of running a coaching business: handling early cancellations with professionalism, empathy, and clear expectations. They explore why having a cancellation policy isn't about trapping clients—it's about creating clarity for both the coach and the client from the very beginning. If you've ever wondered how to navigate these conversations while protecting your business and serving your clients well, this episode offers practical guidance and a healthy perspective. Learn More About New Money Habits Ready to build a stronger coaching business and connect with other financial coaches? THE Financial Coaches Network https://newmoneyhabits.com/coaches New to financial coaching? Start here: https://newmoneyhabits.com/start Join the New Money Habits Community Continue the conversation with coaches from around the country inside The Financial Coaches Community by New Money Habits on Facebook. https://www.facebook.com/groups/thefinancialcoachescommunity Helpful Resources Mentioned in This Episode Schedule a conversation with the New Money Habits team: https://newmoneyhabits.com/call Questions or comments about the podcast? We'd love to hear from you. [email protected] Music Credits This episode features music by Summer School. Connect With Us Website: https://newmoneyhabits.com Facebook: https://facebook.com/newmoneyhabits Instagram: https://instagram.com/newmoneyhabits LinkedIn: https://linkedin.com/company/newmoneyhabits YouTube: https://youtube.com/@newmoneyhabits