Before we start, I have a touch of general housekeeping to cover with you. I want you to be familiar with my practice guidelines to help avoid confusion or misunderstanding once we begin. If you have questions that need clarification, just call or email.

PAYMENT Depending on circumstances of our agreement (whether you are in a 28 day program or monthly agreement) payments are made in advance of the service. If on a monthly basis, every month you will receive an invoice from me. I ask that you pay monthly by check or credit card. I will keep your credit card information on file and if a check is not received on or by the 5^th of every month, I will charge the account. You may stop this payment by giving me notice before the 5^th. Most of my clients choose to pay by credit card and find it quite easy and convenient. Yet, I give you the option to send a check if that is the easiest. Please understand that I cannot accept late payments and our coaching may go on hold because of it. As always, your personal information is completely private.

Note: In the U.S., all expenses of continuing education undertaken to maintain and improve business and professional skills are tax deductible. (Treas. Reg. 1-162-5, Coughlin vs. Commissioner, 203F 2d 307). Please contact your tax consultant for further information.

CALL TIMES I will call you at our prearranged scheduled times. I will pay for long distance calls, if necessary, and offer this as a part of the service I provide.

CALLS We will work together once a week for 60 minutes (platinum), 45 minutes (gold), 30 minutes (bronze) four times a month. If you are on vacation, we will schedule time before you leave or after you get back to assure our agreed upon time frame. This is flexible depending on your plans.

MISSED SESSIONS I will call you right on time for our scheduled meetings. If for some reason you do not answer, I will leave a message where you can reach me. We will pick up at that moment and work together for the remainder of our scheduled time. If you miss a call in non-emergency situations and have not notified me of a change, I have the option NOT to reschedule the call. If I goof and forget to call, you have the option to have an ADDITIONAL call beyond the one we reschedule, if you choose.

RESCHEDULING I want the best experience for you. If you need to reschedule our call, we can do that in the event of an emergency or unexpected circumstance. If you must cancel our meeting in non-emergency situations, please give me 24-hour notice and we will make the call up in that same month.

ADDITIONAL COACHING If you are faced with an immediate challenge or just want to share good news, please feel that you can call me during the week. I do have time for you between our regularly scheduled calls and will not charge you for these brief conversations. In addition, please email me with questions and updates between calls as well and I will do my best to get back to you that day, if possible.

OPEN OFFICE HOURS My office hours are from 8am to 10am every Monday and Tuesday where I am here to lend extra support for 10-15 minute calls. You may schedule them in advance or just call in. Let me know if you have questions about how this works and how you can benefit the most from these sessions.

YOUR EXPECTATIONS Please let me know if you are not fully satisfied with the coaching you are receiving. My goal is to provide an exceptional service to you. If you feel you are not getting that, let me know so we can talk about it and so I can correct it right away. Every relationship has its awkward moments and I would like us to address them honestly and then move past them.

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