Current Clients
Session Preparation Form – To be completed at least 48 hours prior to your session (not necessary prior to first coaching session)
Information Update – Do we have your most current name? Address? Phone Number? Email? Do we have your birthday on file?
For New Clients
Coaching Contract – Start here! Review the contract details and provide information about your first appointment, as well as set up your payment option. If you'd like to review the contract in an easy-to-read format prior to submitting this information, you can do so by clicking here.
For Clients With Signed Contracts
Client Data – The basics! Contact info, emergency contact, just nuts and bolts.
Client History & Goals – Provide information about your personal history, including life story.
Other Resources
Coaching Goals – What do you want to get out of coaching?
Personal Core Value List – What are your deepest motivators?
Life Balance Wheel – How are you living out your values? To download a PDF version of this exercise, click here.
