Policies & Procedures

HOW WILL WE MEET?
To facilitate coaching sessions, I will meet you either at my office or at another location agreed upon by both parties. Many clients are usually too busy to sit down to discuss their plans, so telephone conversations or online video conference is also an option. . If you are not local, video conferencing is an ideal forum for us.

Many clients are usually too busy to sit down for us to discuss their plans so we do talk on the phone or online via video conference.  If you are not local, video conferencing is an ideal forum for us.

CHANGES/CANCELLATIONS
I request that you make our scheduled coaching sessions a priority. On the rare occasion when you need to reschedule, please let me know at least 24 hours in advance. Except in the case of an emergency, you will be charged for last-minute cancellations or missed calls.

EXTRA TIME
Please call or e-mail me between calls if you cannot wait to share a success, need advice, have a challenge, or just want to check in. I have time between our regular calls and enjoy providing this extra level of service. I do not bill for this type of additional time, I only request that you keep extra calls to a maximum of 5 - 10 minutes each.

CONFIDENTIALITY
It is important for the integrity and value of our coaching relationship that we are open and honest with each other. In this light, what we discuss will remain completely confidential.

INITIAL COACHING PERIOD
Although I do not make formal agreements with my clients, I recommend you commit to coaching for a minimum of three to six months. The benefits of coaching build over time. In order to make this experience as valuable as possible, I encourage you to make this commitment to yourself.

REFERRALS
Many of my clients have come to me by referral. If our coaching has enabled you to generate the results you want in your life, I ask that you please share your coaching experience with others, and refer me to anyone you know who might be interested in a complimentary lifestyle strategy session.