LIFE COACHING CLIENT

AGREEMENT

 

Welcome to Figure Life Out With Dr. Stef! FLOW with

Dr. Stef offers life coaching services specifically designed for physicians who may also happen to be mothers, and who have coaching goals related to divorce, parenting, health, and weight loss (“Coaching”). Coaching can help to increase your self awareness, generate learning, and identify and accomplish your meaningful goals. 

 

To get the most out of your Coaching, it is important that we have a shared

understanding and this Life Coaching Client Agreement (“Agreement”) describes

how we will work together.

 

1) Scope of Coaching. Coaching is a collaborative relationship between Client

and Coach that empowers the Client to unlock her full potential. Coaching

specifically does not involve the cure, diagnosis, prevention, or treatment of

any physical or mental health condition. Coaching is not, and in our work

together never will be, psychotherapy, medical care, substance use treatment,

legal advice, or anything other than Coaching. Coaching can trigger issues

that may be best served by the additional support of a therapist, primary care

provider, or other appropriate referral. If your Coaching includes a change in

diet and/or exercise, you will need to consult with your primary care provider in

advance of implementing those changes. Obtaining other supportive services

is exclusively your responsibility. If you are referred for additional support and

choose not to obtain such support, Coaching will not be a surrogate for those

Needs.

 

2) Coaching Relationship. An effective Coaching relationship requires mutual

understanding and respect between the Client and the Coach. By signing this

Agreement and commencing Coaching, we are both agreeing to the

Following:

1. a) Honest Communication. We will both communicate honestly, be open to

feedback, and ensure there is sufficient time and space to participate fully in

each Coaching Session.

1. b) Open Mindset. Coaching is most effective when both Client and Coach trust

the process of your own self-discovery. You agree to participate in each

Coaching Session with an open mind, and you will be honored as the center

of your process.

1. c) Accountability. Coaching creates a framework of accountability to help you achieve your goals. However, Coaching is not an authority that demands you

take action on the goals, plans, or objectives that you identify in Coaching

Sessions. The performance of your work and the results you generate are

exclusively up to you.

1. d) Scheduling. We will work together to identify mutually agreeable days and times to conduct our Coaching Sessions; however, the task of scheduling

sessions is exclusively your responsibility. You agree to arrive for Coaching

Sessions on time, prepared to participate, and be settled in a distraction-free,

safe space prior to the start of the Coaching session.

1. e) Expectation Management. Coaching operates from the premise that you are the expert of your lived experience. It is not possible to know in advance what

insights, learning, and transformation will result from your Coaching Sessions

and the work you perform in between Sessions. As such, you will need to

properly manage your own expectations and be responsible for the outcomes you create. Coaching does not pretend to offer the promise of any particular result, and as with most things in life, there are absolutely no guarantees.

1. f) Prioritizing Safety. Coaching is not appropriate for periods of active or acute trauma or crisis. By signing this Agreement you understand, acknowledge,

and agree that you are not in a state of trauma or crisis, and if such a state

arises during your Coaching, you will pause all further sessions until you are

able to resolve the underlying problem. You will be asked to provide an

emergency contact prior to commencing Coaching.

 

For transparency, we want to be absolutely clear that FLOWith Dr. Stef is under an

ethical obligation to report physical abuse, domestic violence, child abuse, elder

abuse, suicidal thoughts, and homicidal thoughts to your emergency contact or

the appropriate authority. FLOWith Dr. Stef’s ethical obligation in this regard

supersedes our confidentiality obligations described in section 2.g below.

 

1. g) Confidentiality.
2. Your Confidential Information. FLOWith Dr. Stef will treat our Coaching

relationship and all the information you share as strictly confidential. If we

wish to use any of your confidential information, including your name as a

referral source, we will get your consent first. However, our confidentiality

obligation to you may be superseded by other obligations to which we

are bound including our ethical obligation under section 2.f of this

Agreement and disclosures that are legally compelled or required by law.

The Client-Coach relationship does not create privilege or other legal

protection applicable to our communications.

1. Confidential Information of Others. The FLOWith Dr. Stef’s Program is a

Group Coaching experience and each participant must maintain the

confidentiality of the other group members with the same level of care that

FLOWith Dr. Stef uses to protect Your Confidential Information. By

participating in the FLOWith Dr. Stef’s Program you agree to the following:

 

• You will not share any personal information or the experiences of

another member with anyone beyond the other members present in

that specific Group Session. In short, what is shared in Group

Sessions, stays in Group Sessions.

• If there is a concern, you are expected to go directly to the Coach and

not another group member.

• The Group Session recordings are for Absences and group member

review purposes only. These recordings are not to be shared with

anyone outside of the members present at that specific Group Session.

iii. FLOWith Dr. Stef’s Confidential Information. In the course of Coaching,

you will have access to certain confidential information that belongs to

FLOWith Dr. Stef’s, and such information constitutes its valuable, special

and unique property. For purposes of this Agreement, "FLOWith Dr. Stef’s

Confidential Information" includes all such information that is by law so

protected, information that is developed without reference to your

confidential information, as well as any and all information that is

maintained and designated as such by FLOWith Dr Stef. By signing this

Agreement you understand acknowledge, agree, and that you shall not, during

or after the term of this Agreement, without FLOWith Dr Stef’s prior written

consent, disclose any of FLOWith Dr Stef’s Confidential Information to any third

party for any reason or purpose whatsoever except as may be required by law.

1. Mutuality. For each of us, in the event of any legally compelled disclosure of

confidential information, we will promptly notify one another of the

compulsion and with reasonable time that may be necessary to take

protective action against the disclosure prior to it being made. For each of

us, confidential information excludes information that we had prior to

receiving a disclosure, is generally public knowledge, or was provided by a

third-party. The confidentiality provisions of this Agreement shall survive

expiration or termination of this Agreement for any reason.

1. Trade Secrets. This provision is required by law. Neither party shall not be

held criminally or civilly liable under any federal or state trade secret law for

the disclosure of a trade secret that is made in confidence to a federal,

state, or local government official, either directly or indirectly, or to an

attorney, solely for the purpose of reporting or investigating a suspected

violation of law; or is made in a complaint or other document filed in a

lawsuit or other proceeding, if such filing is made under seal.

 

3) Term. This Agreement is effective as of the date set forth on the signature

page, or the date services are first provided, whichever occurs first. This

Agreement will continue until it is formally terminated. We each have the right

to terminate this Agreement, without cause, upon 30 days’ written notice.

FLOWith Dr. Stef will continue to provide services through the termination

period unless we mutually agree otherwise. There are no refunds for prepaid

fees, so please be sure you are comfortable with this commitment prior to

signing this Agreement.

 

4) Fees. Your Coaching Package and the associated participation fees are

described on Attachment A. You are permitted to cancel this Agreement

within 5 days of signing it if services have not yet been provided.

 

5) Miscellaneous.

1. b) Amendment. No amendment or variation of the terms of this Agreement

shall be valid unless in writing and mutually agreed to by both parties.

1. c) Communications. You acknowledge that FLOW communications may include

use of cell phones, e-mail, instant messaging, and video (collectively,

“Communications”). Communications by their nature cannot be guaranteed to

be secure or confidential. Communications technology and platforms are

wholly outside of our control. Therefore, FLOW and its agents shall not be

liable to you, or anyone, for any cost, damage, expense, injury, or other loss

relating to Communications, malfunctions, or delays in response.

1. d) Counterparts. If this Agreement is signed in counterparts, all parts together

shall constitute one and the same instrument. Electronic signatures will be

considered original signatures. The original of this document may be stored

and reproduced digitally. Any

accurate reproduction may be substituted or used in lieu of the original for

any and all purposes for which the original could be used, including proof of

the original contents.

1. e) Dispute Resolution. The parties shall endeavor to amicably resolve any

disputes arising under this Agreement. If such internal resolution is not

effective, each party agrees to participate in good faith mediation in order to

resolve the dispute. If mediation is unsuccessful, each party agrees that final

disposition of the dispute shall be resolved by binding arbitration and

enforced by any court of competent jurisdiction. The provider of arbitration

services shall be determined by FLOW. Notwithstanding anything to the

contrary, small claims and county court actions brought by FLOW shall be

exempt from the requirements of this provision.

1. f) Governing Law. This Agreement shall be subject to and governed by the

laws of Colorado, without regard to any conflicts of law provisions therein

contained and the parties specifically waive any and all jurisdictional rights

under the laws of any other state.

1. g) Grammar. Unless the context otherwise requires, grammatical references shall

be deemed to include masculine, feminine, singular, plural, individuals, and

entities, as applicable. Capitalized terms used in this Agreement shall have the

definitions provided. The captions and headings for each provision of this

Agreement are included for convenience of reference only and shall not be

deemed to modify, restrict, or enlarge any of the terms or provisions of this

Agreement.

1. h) Integration. This Agreement constitutes the entire agreement between the

parties with respect to the subject matter hereof and supersedes any and all

other oral or written agreements, representations, negotiations, and

understandings.

1. i) Notices. Any notices or payments required or permitted to be given under

this Agreement shall be deemed given when in writing, by electronic

transmission, hand delivered, or delivered by traceable carrier with postage

prepaid, to the other party at the address set forth herein or as the parties

may otherwise designate in writing. All notices shall be deemed delivered

as evidenced by verified digital date stamp, on the date of hand delivery, or

the date of receipt provided by traceable carrier.

1. j) Remedies. All powers, remedies, and rights (“Remedies”) granted to either

party by any particular term of this Agreement are cumulative and in addition

to, but not in limitation of, any Remedies that it has under any other term of

this Agreement, at common law, in equity, by statute, or otherwise. All such

Remedies may be exercised separately or concurrently, in such order and as

often as may be deemed expedient by either party.

1. k) Severability. In the event that any provision of this Agreement is held to be

illegal or unenforceable for any reason, the unenforceability of that provision

shall not affect the remainder of this Agreement, which shall remain in full force

and effect in accordance with its terms, and any offending provision shall be

rectified to the minimum extent necessary for conformity with law unless it

cannot be rectified in which case this Agreement shall be interpreted as

though the offending provision had not existed. If this Agreement is held to be

invalid or unenforceable for any reason, and if FLOW is therefore required to

refund all or any portion of the fees paid by you, you agree to pay FLOW an amount

equal to the fair market value of the services actually rendered to you during the

period of time for which the refunded fees were paid commensurate with prevailing

rates for similar services.

1. l) Survival. Any provisions of this Agreement creating obligations extending

beyond the term of this Agreement shall survive the expiration or termination

of this Agreement for any reason.

1. m) Third-Party Beneficiaries. It is the mutual intention of the parties that this

Agreement is a personal agreement for their exclusive benefit, that is does not

confer any rights upon any person not a party to this Agreement and that no

individual or entity shall be construed or considered to be a third-party

beneficiary of this Agreement. This Agreement is not exclusive and does not

restrict either party from engaging with other third-parties. Coaching Sessions

may be performed by a variety of Coaches at FLOW’s discretion.

1. n) Valid Payment. You are required to pay for Coaching with a valid form of

payment. If the form of payment provided expires or otherwise becomes

invalid, you agree to promptly provide updated payment information. In the

event there are costs associated with invalid payment information, including

chargebacks and insufficient funds fees, such charges will be applied to your

account. By signing this Agreement you are authorizing FLOW to charge the

fees described herein to the form of payment then currently on file and to use

this form of payment to pay any and all amounts as those become due.

1. o) Waiver. No waiver of a breach of any provision of this Agreement will be

construed to be a waiver of this Agreement, or any other provision herein

contained, whether of a similar or different nature, and no delay in acting with

regard to a breach shall be construed as a waiver of that breach.

Disclaimer and Limitation of Liability

I expressly understand, acknowledge and agree that Figure Life Out, LLC is not

liable to me for anything other than its faithful performance of this Agreement and to the extent permitted by law, I release it from any and all liability including without limitation: any consequential, direct, exemplary, incidental, indirect, or special damages, as well as causes of action arising under tort and any other theory of liability. Where permitted or required by law, in the event damages are assessed, I consent to the limitation of damages such that they do not exceed the total amount of fees paid by me under this Agreement. I understand that this release does not apply to breaches of this Agreement, or negligent or intentionally harmful conduct by FLOW or its agents.

 

Your virtual signature below means that you have read, understand, and agree to all of the disclaimers, terms, and conditions contained in this Agreement along with any attachments all of which together constitute good and valuable consideration, the receipt and legal sufficiency of which are hereby acknowledged.

 

Signature Date

Client Name:

Address:

Email:

Phone:

Please provide an emergency contact to Dr. Stef at your earliest convenience

Emergency Contact:

Emergency Contact

Phone:

Emergency Contact Relationship to You:

ATTACHMENT A

1) Coaching Sessions. Coaching Sessions will occur weekly unless another

period is identified in advance. Coaching Sessions will occur via telephone or

a cloud-based communications application such as Zoom. Coaching Sessions

will be approximately 45 minutes in duration. Coaching Sessions include

follow-up email support.

2) Coaching Sessions Expiration: Coaching sessions must be used within

6 months of purchase. Any sessions not used by the end of 6 months will be

forfeited.

3) Coaching Packages

1. b) One-on-One Coaching:
   12 sessions for $2000

 

4) Absences. If you are unable to attend a scheduled Coaching Session, you will

need to provide at least 24 hours notice of cancellation, otherwise your

missed session will be logged as an Absence and there are no refunds for

Absences. If you are Absent from a FLOW Program Session, the recording (if

any) of the session will be made available to you, but there are no make-up

sessions for the Program.

 

In the event that FLOW needs to reschedule a Coaching Session, we will

endeavor to provide the maximum notice possible and will work with you for

optimal rescheduling.