WELCOME TO THE WORLD OF COACHING!

How We Will Work Together

Welcome to the magic of coaching! It's an honor to be your coach, and I look forward to collaborating with you.

The relationship between a coach and client is truly co-creative, meaning we’re equals, both actively involved in this journey. While I’m not a therapist, counselor, or consultant, I bring my training as a coach and my honed communication skills to support you as an objective thinking partner. Together, we’ll unlock even more potential for you to make meaningful changes and take exciting steps toward your goals!

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CLIENT POLICIES & PROCEDURES
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I look forward to helping you get everything out of life that you truly want! In order to maintain a successful business relationship, please review the following policies and procedures. If you have any questions about them, please call me.

Fees and Payments 

·        I happily accept Visa or MasterCard payments through the convenient payment portal on my website. Once we confirm your service, I’ll send you an invoice with a link so you can easily enter your credit or debit card information and complete your payment. 

·        You can also use PayPal for your payments if that works better for you! 

·        If we’ve agreed on a monthly payment plan, I’ll automatically charge your card at the beginning of each month during our time together. You’ll receive a receipt via email when the charge is made, so you can print and keep it for your records. Good news—my fees may be tax-deductible as a business expense, so be sure to check with your CPA for details. If you prefer to pay by check, please note that a receipt won’t be provided. 

·        I encourage you to budget for this investment in your future! 

·        Just a friendly reminder, I’m unable to accept late payments, so please ensure funds are available when needed.

REFUND POLICY

1.       Once coaching starts, unused sessions aren’t refundable, but you can reschedule them within one year of your initial payment.

2.      All unused sessions expire one year after that date.

3.      You can also transfer unused coaching sessions to someone else willing to begin this coaching journey

CALLS
Please call me at the scheduled time at the Zoom link provided.

CHANGES
If you need to reschedule a session, please give me at least a 24-hour notice, and we will reschedule it. If you have an emergency, we will find a way to work it out. If you must cancel a call within 24 hours before our scheduled time, I may not be able to reschedule it, but I will if I have the flexibility in my schedule. Email us at [email protected]

MISSED CALLS
If you are more than 15 minutes late for a call, I will assume the session is canceled and will not be rescheduled. In the case of an emergency, I will do what I can to be flexible. If you are late for the call, the session will still end at the designated time.

EXTRA TIME
You may call me between our calls if you have a problem or can't wait to share an 'AHA!' with me. I generally have a little time between sessions to talk with you, if needed. I do not charge extra for this time, and I ask that you keep these calls relatively brief (5-10 minutes). Please feel free to email me at any time with questions or comments, too.

PROBLEMS
If, at any time, I say something that is upsetting to you, or does not feel right, please bring it up. I will do what I can to make it right. My commitment to you is to do what I can to help make this coaching partnership rewarding, safe, and productive!

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GET THE MOST OUT OF OUR COACHING PARTNERSHIP
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To get the most out of our partnership, you can use this guide to help you maximize the value of your coaching relationship with me.

KNOW WHAT YOU WANT
Coaching works best when you know what you want and can translate those wants and dreams into clear, specific goals. If you don't know what you want in your life, that's a good place for us to begin our focus in our coaching sessions.

GET THE STUFF IN YOUR HEAD OUT OF THERE!
Find some way to get your thoughts out of your head. Journal, make lists, get a small tape recorder (still transcribe the tapes onto paper), make a Vision Map, create a flow chart, anything! By putting ideas and thoughts on paper, it makes them more real and gives them depth and substance.

CONCENTRATE ON BEING A STUDENT OF YOUR LIFE
We are all faced with many challenges in our lives. The trick to moving beyond them is to acknowledge them, feel them, then learn from them. What can you learn about the way you handle the "stuff" in your life? What can you do differently next time to handle it better? You have no control over the things that happen to you, but taking personal responsibility for your own life means choosing how you respond to those challenges, and accepting the consequences of your actions.

TAKE CARE OF YOURSELF
You are a whole, entire, complete person - Mind, Body, and Spirit. Taking care of your emotional needs but slacking off on your fitness needs causes imbalance. Concentrating on your spiritual self, but ignoring your mental health creates the same results - imbalance. Get in the habit of doing at least one thing just for yourself in each of the three areas EVERY DAY.

DOUBLE YOUR LEVEL OF WILLINGNESS
Part of working with me as your coach is that I will expect you to expect more from yourself. I will ask you to venture beyond your current comfort zones, to push the "envelope" farther than you have in the past. I ask you to be willing to take these risks, to experiment with fresh approaches, and to be open to redesigning those aspects of your life that you can. This creates momentum to be able to reach your goals more rapidly and efficiently. Some of the things I will ask you to do are:

~ Experiment and try new things
~ Question your current assumptions
~ Remove all sources of stress in your life
~ Get the support you need to handle a problem
~ Set goals that stretch you
~ Raise your standards
~ Stop tolerating "toxic" people & events
~ Eradicate all adrenaline triggers
~ Do your fieldwork between sessions
~ Start treating yourself much, much better

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COME TO YOUR COACHING SESSION READY TO WORK
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Your coaching call is an investment in yourself and your future.

Make the most of that investment by being prepared for the session.

Pre-Session Work

Completing your Pre-Session Work will help you get DOUBLE the value from your coaching sessions.  Each task typically takes 30 to 60 minutes to complete and should be finished before the start of the next session.  Use each task to learn, practice, and fine-tune your new-found skills and ideas. 

Didn’t do your Pre-Session Work?  Don’t worry. You will still benefit from our time together in our session.  However, you may become discouraged or disappointed with the results if you do not make an effort to put into practice what we discuss.  I will check with you and if necessary, will allocate additional time to help you with any areas you are having difficulty navigating. 

Fieldwork

This is where you put into action everything that you are learning.  I will ask you to identify one or more tasks that you will accomplish between one session and the next.  I may also assign you a specific task to accomplish.  Remember, I expect you to do what you say you will do – if something comes up, you agree to renegotiate with me rather than get to the next session with items not complete. 

BEFORE THE CALL
~ 10 minutes: Turn off the phones, relax, "be" with yourself
~ 5 minutes: Collect your thoughts, think about the past week

As you gain momentum toward your goals, you will have a lot to share in each session. To make the most of the limited time, come prepared with an agenda or what you want to accomplish in that session. Here are some suggestions for you.
 
* What was your greatest accomplishment in the last week
* Any breakthroughs, shifts, or "AHA!" moments
* A skill you developed or mastered since last week
* Any "BUTS" that got or are getting in your way
* Your biggest concern at the moment
* How a particular project is progressing
* Problems you encountered and how you handled them
* The next goal you want to work on

AFTER THE CALL
~ Make notes of any commitments you made
~ Revise your goals, target dates or plans as necessary
~ Get ready for another great week!