Coaching Agreement & Terms of Service

1. RELATIONSHIP: I understand that coaching is a Professional-Client relationship that I have with my coach that is designed to facilitate the creation & development of goals and to develop and carry out a strategy/plan for achieving those goals. My coach will serve as a professional thought partner to help me learn and develop myself to maximize my personal and professional potential. I acknowledge that my coach cannot do my work for me and cannot fulfill certain roles or responsibilities beyond the scope of coaching.

2. METHOD: I understand that coaching is a comprehensive process that may involve all areas of my life, including work, finances, health, relationships, education, recreation and spirituality.  The coach is trained to utilize deep-inquiry, heightened communication, intuition, assessments, and support skills in coaching me through multiple areas of life. My coach will sometimes ask me difficult questions to stimulate deeper self-discovery that I am expected to think through and reflect upon, rather than deflecting to my coach to answer.

3. CONFIDENTIALITY: I understand that information that I share will be held confidential unless I state otherwise, except as required by law. I understand certain topics may be anonymously shared for teaching or consultation purposes. Please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege.

4. TRUST: The goal is to have a coaching relationship that is open, honest and trusting. If the coach ever says or does anything that upsets me, I will bring it to the attention of the coach so that it can be resolved as soon as possible. Additionally, both parties commit to create the time, place and energy to fully show up for coaching sessions.

5. WAIVER: As a client, I understand and agree that I am fully responsible for my physical, mental and emotional well-being during and after my coaching sessions.  I take ownership and responsibility for my actions, and will not hold the coach responsible for any decisions, choices, actions or results effected by me during or after coaching sessions.

6. NOT THERAPY: I understand that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association. I agree that coaching is not a substitute for counseling, psychotherapy, psychoanalysis, mental health care or substance abuse treatment and I will not use it in place of any form of diagnosis, treatment or therapy. It is also my exclusive responsibility to seek such independent professional guidance as needed, and if I am in such care, I will inform my mental health care professional of the nature and extent of this coaching relationship.

7. NOT PROFESSIONAL ADVICE: I understand that coaching is not to be used as a substitute for professional advice by legal, medical, financial, business, or other qualified professionals. I understand that my decisions and actions in these areas are my sole responsibility and that I will seek independent professional guidance where needed.

8. NOT A LICENSED PHYSICIAN: In the course of coaching, I may be recommended lifestyle changes, exercise regimens, diet changes and herbs, drawing from the complementary health systems of Ayurveda, Yoga or Vedic Philosophy, which are not licensed healing arts services in the State of California. I understand that this information is for educational purposes only and is not to be used as a substitute for, or considered as medical diagnosis, treatment or prescription. I will consult a licensed health care professional before beginning any new exercise or health regimen, making any dietary changes, or using any herbal products. Furthermore, I agree not to discontinue or alter any prescription medications, without first consulting a licensed physician.

9. LIABILITY: IN NO EVENT SHALL HEAD & HEART INSIGHTS LLC OR ANY OF ITS REPRESENTATIVES BE LIABLE FOR CONSEQUENTIAL, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR ENHANCED DAMAGES, LOST PROFITS OR REVENUES OR DIMINUTION IN VALUE, ARISING OUT OF, OR RELATING TO, AND/OR IN CONNECTION WITH THIS AGREEMENT. AGGREGATE LIABILITY ARISING OUT OF, OR RELATED TO THIS AGREEMENT, WHETHER BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, WILL NOT EXCEED THE TOTAL OF THE AMOUNTS PAID TO HEAD & HEART INSIGHTS LLC.

10. NO-SHOWS: No-Shows or cancellations within 24 hours will be subject to a US$50 fee, unless due to extenuating circumstances.

11. TERMINATION: This agreement may be terminated at any time, for any reason, by either party via written communication. Package fees will be refunded on a pro-rated basis deducting any fees (at non-package session rates) for services delivered. Otherwise this coaching agreement shall remain valid for a term of 6 months from the date of the most recent coaching session, after which the client will be considered inactive and the agreement terminated. The coach may then prioritize other clients and allocate resources accordingly and client may not claim a refund for any prepaid fees or unused coaching sessions. To resume coaching services after the inactive period, the client may need to go through a re-engagement process, which may include renegotiating the terms, availability, and fees. The obligations of confidentiality shall continue to apply even after termination.

12. SEVERABILITY: If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable.

13. ENTIRETY: This is the entire agreement of the parties and reflects a complete understanding of the parties with respect to the subject matter.

14. GOVERNING LAW: This agreement shall be governed by and construed in accordance with the laws of the State of California without giving effect to any choice or conflict of law provision or rule (whether of the State of California or any other jurisdiction).

15. BINDING: This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns. This agreement supersedes all prior written and oral representations.