Case Summary · 90 Seconds

The Geoff Skadra
Brief.

A condensed reference of the public record. For the full timeline, sources, and quoted messages, see geoffskadra.com.

§ A — The principals

Who and what.

Geoff Skadra founded Catchpoint LLC, an Ohio-registered company that has operated as Focus First Advisors, Focus First Consulting, and Agency Upgrade Academy. He is currently a Series 66 and Series 63 licensed financial advisor at Citizens Wealth Management.

This page summarizes a documented client engagement that began in December 2021. The full record with sourcing, direct quotes, and a complete timeline is on the main page.

§ B — The numbers

Key facts.

Total Paid
$6,000
Sessions Promised
12
Sessions Delivered
6
Sessions Undelivered
6
Refund Demanded
$3,000 (minimum)
Refund Issued
$0
Restart Fee Invoiced
$312 (not in original contract)
Years Attempting Resolution
Two
Demand Letter Sent
February 23, 2024
Document Status
Public

§ C — The pattern

What happened in five lines.

One. A 12-session coaching program was paid in full by March 2022, totaling $6,000 across three installments.

Two. Six sessions were delivered. The remaining six were paused at the client's request for personal reasons. No restart fee, expiration, or future price-change clause was discussed.

Three. Over the following two years, every attempt to resume sessions was met with cancellations, scheduling conflicts, or extended periods of no response.

Four. In January 2024, Geoff Skadra stated his price had doubled and another $6,000 was required. After pushback, he reduced the demand to a $312 "restart fee" not provided for in the original contract. When that was refused, he proposed cutting the remaining six sessions to four.

Five. A formal demand letter was sent in February 2024. A small claims case was prepared and brought to court. The filing was rejected for missing paperwork. The plaintiff chose not to re-file. This public record stands in place of a judgment.

Read the full record

The brief is the appetizer.

The full record contains every date, every dollar amount, every direct quote, and the source documents behind each one. If you're researching Geoff Skadra, Focus First Advisors, Catchpoint LLC, or any of the affiliated entities, you should read the full account.

Read the full record