Client Agreement and Policies

As part of our working relationship, I wish to make clear the rights and responsibilities we share.  Please read the following carefully and return a signed copy to me for my files. 

SERVICES:  Golden Insights provides coaching services online to individuals. The goal is to help individual navigate through life transitions and choices with discernment of past, present and future life stories. Through a discovery process, we offer insightful perspectives to refine and transform individuals into pure gold.

BILLING AND FEES: Fees vary depending upon the type of coaching and are agreed upon after the first 30 min complimentary session.

Payments are due after each session and can be submitted electronically via Zellepay or Venmo. Details on invoice.

FEES: A $10 late fee will be assessed if payment is not received after payment due date.

SCHEDULING:  All sessions will be scheduled via email or goldeninsights webite booking page. You can schedule future sessions two months out at a time. Please keep in mind that you are responsible for scheduling your sessions each month.  Golden Insights will make every effort to work with your schedule and have a variety of time slots available for your convenience. 

CONFIDENTIALITY:  As a professional, I can assure you that I strive to maintain the strictest ethical standards of confidentiality.  There are legal exceptions to confidentiality.  The following situations are those in which the information you have shared with me may be shared with others. 

  1. The client gives written permission to share confidential information. 
  2. Anything that suggests a crime or harmful act.
  3. If the client is a minor, and there is indication that she/he was the victim or subject of a crime.
  4. The client brings charges against the director.
  5. In response to a subpoena.
  6. As required under chapter 26.44 RCW.

When it is possible, we will discuss any exceptions to confidentiality as they arise.

CONSULTATION:  I regularly consult with other professionals regarding clients with whom I am working.  This allows me to gain other perspectives and ideas as to how to best help you reach your goals.  These consultations are obtained in such a way that confidentiality is maintained.

CANCELLATIONS: Since the time of your sessions are reserved exclusively for you, it is important for you to be on time.  If you find it necessary to cancel your sessions for any reason, please give me at least a 24-hour notice by emailing [email protected] or call (425)-449-3888.  If you miss your appointment or need to cancel, your fees will not be adjusted with less than 24 hours notice. 

PHONE or E-MAIL SUPPORT: The bulk of client work occurs via online video call.  However, you may reach me at (425) 449-3888.  If I am unavailable, please leave a voicemail or send an email to [email protected].   

CONSENT:

I have read and understand the information presented in this agreement. I agree to the stated terms.

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Signature   / Print Name  / Date   

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