To make the most of each session, clients are expected to arrive prepared with updates, progress, challenges, and clear goals for the session. Advising is client-led and advisor-supported.

Commitment Policy

• All recurring coaching and advising packages require a minimum three (3) month commitment.

• During the initial three-month period, clients may reduce their plan to as few as one (1) session per month, but at least one monthly session must remain active.

• If you feel the program is not the right fit, please contact our operations team directly to discuss options before cancellation requests are considered.

Attendance, Cancellations & Refunds

• Please arrive on time for all scheduled sessions.

• If you anticipate being late, notify your advisor as soon as possible.

• Cancellations must be made at least 24 hours before your scheduled session.

  • Non-subscription sessions canceled within 24 hours are non-refundable and cannot be rescheduled.

  • All coaching packages, subscriptions, and session bundles are non-refundable and must be rescheduled.

• Canceling your subscription package require a 30-day written notice.

Punctuality

Sessions will begin and end at the scheduled time. If a session begins late due to client tardiness, the session will still conclude at the originally scheduled end time.

Communication Policy

• Your advisor will communicate preferred methods of communication, including phone, video, or a combination of both.

• Outside of scheduled sessions, email is our preferred form of communication. Text messaging should be reserved for urgent matters only.

• We work with clients across multiple time zones and will do our best to accommodate scheduling needs.

• Weekend communication is reserved for emergencies only.

If you are experiencing a mental health or medical emergency and cannot wait for your advisor’s response, please contact your physician, nearest emergency room, licensed mental health professional, or call 911 immediately.

Feedback & Conflict Resolution

Our advisors are committed to giving honest, direct, and constructive feedback in support of your growth.

• If feedback feels too aggressive or unclear, we encourage open communication.

• We believe healthy conflict resolution strengthens the advising relationship.

• All parties reserve the right to terminate sessions or subscriptions if verbal or physical abuse is threatened or experienced.

Decision Making

Your advisor’s role is to facilitate your thinking, growth, and self-awareness. All decisions made during or after advising remain solely your responsibility.

You are never expected to follow advice that does not feel aligned with your judgment or values.

Accountability

Advising may include accountability structures to support your goals.

• Clients are encouraged to communicate how they would like accountability to be handled.

• We recommend keeping personal notes from sessions for future reflection and progress tracking.

Termination of Services

Clients may choose to discontinue advising at any time in accordance with their agreement and cancellation terms.

We encourage honest and direct communication regarding any decision to end services so that closure and next steps can be handled thoughtfully.

Confidentiality & Privacy

All information shared during advising sessions is treated as confidential unless disclosure is:

• Authorized by the client,

• Required by law,

• Necessary to prevent harm,

• Required for legal, ethical, billing, or administrative purposes.

Limited information may be shared internally with trained administrative staff for scheduling, billing, and quality assurance purposes.

Limits of Confidentiality

Disclosure may be required in circumstances including but not limited to:

• Risk of self-harm or harm to others,

• Suspected child abuse or neglect,

• Abuse or neglect of elders or dependent adults,

• Court orders or legal proceedings,

• Government health oversight requirements,

• Workers’ compensation claims,

• Collection of overdue balances,

• Complaints or legal claims involving the advisor.

If disclosure becomes necessary, we will make every reasonable effort to discuss the matter with you beforehand and limit disclosures only to what is legally required.

Client Rights

Clients have the right to:

• Request amendments to records,

• Request limitations on information sharing,

• Receive an accounting of disclosures,

• Request where communications are sent,

• Receive copies of privacy policies and agreements,

• Submit concerns regarding privacy or procedures.

Questions regarding privacy practices or client rights may be directed to our operations team at any time.