Living Step Solutions

Client Agreement

LIVING STEP SOLUTIONS COACHING AGREEMENT

1. Purpose of Our Work Together

This agreement sets the foundation for our coaching relationship. Coaching is a powerful, intentional process designed to support goal achievement, personal growth, clarity, and accountability. Coaching is not therapy, counseling, or medical treatment. Bill Henry is here to support you in aligning your goals with your core values, establishing accountability, and creating momentum in your personal and professional life.

2. Scope of Practice & What You Can Expect From Me

  • Commitment: I will show up fully present, focused, and prepared for every session.

  • Approach: I will listen actively, ask challenging and supportive questions, offer honest feedback, and provide structured tools to help you succeed.

  • Boundaries: I do not diagnose, prescribe, or treat mental health or medical conditions. I am not a licensed therapist or physician. If an issue arises that is outside the scope of coaching, I will recommend appropriate professional resources.

  • Safety: I am bound by an ethical duty to take appropriate action if I believe there is an imminent risk of danger to yourself or others.

3. What I Expect From You

  • Be honest with yourself and with me.

  • Show up on time, prepared, and ready to engage.

  • Take personal responsibility for your choices, actions, and follow-through between sessions.

  • Communicate openly if something in the coaching process is not working for you so we can adjust together.

4. Scheduling & Virtual Sessions

All coaching sessions are conducted virtually via secure platforms such as Google Meet or Zoom unless otherwise arranged. Session links will be provided in advance upon scheduling.

5. Coaching Tiers, Fees & Payment

Payment is due prior to or at the time of your first scheduled session. Payment methods include credit card, online invoice, or bank transfer.

Select Your Selected Coaching Package:

[ ] CLARITY PACKAGE — $600.00

  • 4 Coaching Steps (45–50 minute sessions)

  • Includes Text Support between sessions

[ ] STRUCTURE PACKAGE — $1,000.00

  • 8 Coaching Steps (45–50 minute sessions)

  • Includes Text Support + Phone Support between sessions

[ ] RESILIENCE PACKAGE — $2,200.00

  • 20 Coaching Steps (45–50 minute sessions)

  • Includes Text Support + Phone Support + Pop-Up Video Support

[ ] CUSTOM / SINGLE SESSION RATE

  • Agreement details: __________________________________________________

6. Cancellations & Rescheduling

Please provide at least 24 hours’ advance notice if you need to reschedule or cancel a session. Sessions canceled with less than 24 hours’ notice (or missed without communication) are billed in full, except in cases of personal emergency.

7. Communication Between Sessions

Depending on your selected tier, you are welcome to reach out between sessions via text, email, or phone. Between-session support is designed for brief check-ins, wins, and roadblocks. Responses will be provided during normal business hours as promptly as possible.

8. Confidentiality

Everything shared within our coaching sessions remains strictly confidential. Your personal information, discussion topics, and records will never be shared with third parties without your prior written consent, except where required by law or safety obligations.

9. Session Recordings

Sessions may be recorded upon mutual agreement for your personal review. Any generated meeting notes, transcripts, or recordings provided for your use are retained according to standard privacy practices and should not be distributed publicly.

10. Term & Termination

Coaching is a voluntary relationship. Either party may end this agreement at any time by providing 7 days’ written notice. In the event of early termination, any unused, prepaid session fees will be refunded on a pro-rata basis.

11. No Guarantees

Coaching is a collaborative partnership. While I bring experience, proven systems (Serenitizing), and structured tools, individual results cannot be guaranteed. Your outcomes depend entirely on your effort, openness, commitment, and application outside of sessions.

12. Client Agreement & Acknowledgment

By signing below, you acknowledge that you have read, understood, and agreed to the terms outlined in this document. You confirm that you understand coaching is not psychotherapy and accept full personal responsibility for your decisions, actions, and results.

Client Name: ____________________________________________________

Client Signature: ________________________________________________

Date: ______________________

Living Step Solutions Representative: Bill Henry

Representative Signature: ________________________________________

Date: ______________________

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