Client Disclosure & Agreement
Before we begin, please read this agreement. This form sets the context in which you will get the outcome you want. It also covers some of the issues of law governing our relationship. Christine Wilborn LLC reserves the right to update this policy as needed.
New clients need to download, sign, scan, and email back to firstname.lastname@example.org 48 hours prior to your first official session.
DURING YOUR SESSIONS WE WILL USE ONE OR MORE OF THE FOLLOWING TECHNIQUES:
a. Neuro Linguistic Programming (NLP): NLP is a model of communication – how we communicate to self and others – and how that communication creates and affects our behavior. As a study, it is a synthesis of cognitive and behavioral philosophies, which focus on the information coming in through the neurology (cognitive) and the programs we run inside our heads to produce the behaviors (behavioral) we do. Your practitioner is certified as an NLP Master Practitioner by the Association of Integrative Psychology.
It is understood that you are 100% at choice and are responsible for your role, decisions, actions, and results.
b. Coaching: According to the International Coach Federation,
Professional coaching brings many wonderful benefits: fresh perspectives on personal challenges, enhanced decision-making skills, greater interpersonal effectiveness, and increased confidence. And, the list does not end there. Those who undertake coaching also can expect appreciable improvement in productivity, satisfaction with life and work, and the attainment of relevant goals.
ICF defines coaching as partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential, which is particularly important in today’s uncertain and complex environment. Coaches honor the client as the expert in his or her life and business and believe every client is creative, resourceful and whole. Standing on this foundation, the coach's responsibility is to:
Discover, clarify, and align with what the client wants to achieve
Encourage client self-discovery and awareness
Elicit client-generated solutions and strategies
Hold the client responsible and accountable
This process helps clients dramatically improve their outlook on work and life, while improving their business and financial skills and unlocking their potential.
Your practitioner is a Certified Life Coach as accredited by the International Coach Federation and is governed by the Code of Ethics set by the ICF.
c. Business and Financial Consulting
I can help my clients with:
Discovering what is really important to the client and what the client wants to achieve
Creating new habits, strategies, and systems based on what the client wants to accomplish
Identifying the gap between the client’s goals and current behavior
Uncovering and bringing awareness to the client’s limiting beliefs, money stories, money habits, money values, and financial and business goals
Tracking Systems for your finances and your business numbers
Financial Skill Development, Literacy, Forecasting, & Resources
Helping keep the client accountable to their plan and what they say they want
Understanding fundamental financial and business principles and strategies
Increasing client efficiency with time, energy, and money
Becoming the empowered leader of your business & financial life
I cannot help my clients with:
I cannot tell my clients what to do with their money, that is not up to me, or anyone else for that matter but the client.
I cannot solve your money problems, only you can do that.
Investments and Investment Strategies
Accounting / Bookkeeping
Legal Disclaimer: (Just to be sure you are clear on what I cannot do)
Christine Wilborn LLC is not a certified financial planner or tax professional. The thoughts and ideas presented in coaching are based on the experience and opinion of Christine and should be considered informational and educational. Christine Wilborn LLC does not guarantee financial increase or personal success and is not to be taken as financial, investment, or legal advice. You are 100% at choice in coaching. While Christine strives to present accurate and up to date information, Christine Wilborn LLC does not take any responsibility for misrepresented facts or ideas presented in coaching. Please thoroughly research everything you are presented with and seek professional representation before acting on any information or resources you may receive.
We keep all information we receive from you, confidential, and do not disclose it to persons outside our company. All client information is kept strict confidential and is for our internal use only. (Importantly, we are required in some states to share information about child abuse with state bodies who oversee such matters.) For more, please visit Terms and Conditions.
Email Confidentiality Policy
Email messages, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited.
All work that we do is guaranteed. That means that you will receive the support and follow-up to ensure that you get the results wanted. We guarantee our work because our experience has shown us that our clients always get results. The guarantee works like this:
You must finish the program. That means, attend every session. You must go through the entire process of the work all the way to the end.
You must do the tasking after each session, and you need to do it fully and completely.
YOUR CHOICE, YOUR RESPONSIBILITY
While, during the sessions, we will offer you insight and other ways of looking at any and all presenting problems and its solutions for your consideration. You hereby agree that wheatear we discuss is only our perspective and interpretation and is not binding upon you, nor is it prescription.
You are 100% at choice and are responsible for your own results and level of commitment to the work.
If you want to discuss our suggestions with someone else, you should discuss them with a licensed financial advisor. It is your responsibility to confirm whether or not any changes we made produced the desired results. It is your responsibility to communicate your results to us. Our liability is limited to the amount paid for the work.
6 Month Transformation Coaching
CLIENT SESSION POLICY
Your transformational coaching program includes 12 coaching sessions. We will meet twice monthly, every other week, for 6 months. Your sessions are 60 minutes.
The client is responsible for attending their sessions as scheduled. Should you have a schedule conflict you must cancel and/or reschedule no later than 24 hours prior to your session. Failing to do so will result in a "no show" and will count as a completed session.
Please complete all 12 sessions within your 6-month agreement, any remaining sessions will expire and not roll over.
Your total due is to be paid in six recurring monthly payments.
Your payment will be auto-deducted every 30 days for 6 months. You are responsible for keeping your credit card on file up to date and to notify Christine Wilborn LLC 14 days prior to needing to update your information. Your charge will appear on your CC statement as Christine Wilborn LLC.
If payments are not paid on time, within 3 days of payment date, you agree to pay a late fee on all past-due sums at a rate of $10 per month until payment is reconciled.
Canceling this agreement BEFORE the full 6 months has commenced will not result in a refund. Unused sessions will expire and do not rollover. All payments are non-refundable.
THANK YOU FOR BEING HERE AND FOR DOING THE WORK.
PLEASE FORWARD ALL QUESTIONS DIRECTLY TO Christine USING THIS EMAIL: HELLO@christinewilborn.COM