Client Forms
The following forms comprise the welcome packet for new individual clients. If you are a couple please complete one for each one of you.
New Client Forms:
* Read the Welcome Letter as it contains important information.
* Read the Client Guidelines Form (for your information only)
INDIVIDUAL COACHING
* Complete the Individual Client Intake Online Form (for couples, please complete one per person)
* Complete the Coaching Agreement by clicking here (if you were not redirected after competing intake form).
GROUP COACHING
* Complete the Group Coaching Intake Form (only for GROUPS. For COUPLES use the Individual Form.)
* Complete the Coaching Agreement by clicking here if you were not redirected after competing intake form.
New Client Forms:
* Read the Welcome Letter as it contains important information.
* Read the Client Guidelines Form (for your information only)
INDIVIDUAL COACHING
* Complete the Individual Client Intake Online Form (for couples, please complete one per person)
* Complete the Coaching Agreement by clicking here (if you were not redirected after competing intake form).
GROUP COACHING
* Complete the Group Coaching Intake Form (only for GROUPS. For COUPLES use the Individual Form.)
* Complete the Coaching Agreement by clicking here if you were not redirected after competing intake form.
Existing Individual Clients Forms:
For all subsequent sessions, please complete one of the Coaching Prep Forms. I’ve created different ones and you may choose the one that serves you best, because the prep form is primarily for YOU!
* Coaching Preparation Online Form 1
* Coaching Preparation Online Form 2
* Coaching Preparation Online Form 3
For all subsequent sessions, please complete one of the Coaching Prep Forms. I’ve created different ones and you may choose the one that serves you best, because the prep form is primarily for YOU!
* Coaching Preparation Online Form 1
* Coaching Preparation Online Form 2
* Coaching Preparation Online Form 3
I recommend printing out your Prep Form so that you have it handy and can make notes as we go along. I keep your coaching forms and my notes in a special OneNote notebook to access each time we talk. It’s a wonderful record of the work we’ve done and the progress you’ve made - and you should have an even more wonderful record in your own paper or digital notebook!