Coaching Agreement

This Coaching Agreement lays the foundation for our work together. Before we begin coaching, please review and approve it. Feel free to reach out with any questions or concerns at heather@fractallywhole.com

Coach and Client Expectations
As your coach, my role is to create an environment where you can hear yourself, explore new perspectives, connect with your clarity, and take meaningful action toward your commitments and aspirations.

You can expect me to:

• Honor confidentiality.

• Be a dedicated collaborator.

• Listen deeply and ask meaningful questions to support your awareness.

• Act as a mirror to support your clarity and provide feedback when requested.

• Serve as a resource to help you achieve your intentions.

• Celebrate your progress and accomplishments.

• Arrive on time and ready for our sessions.

I count on you, as my client, to:

• Commit to intentions that are meaningful and significant to you.

• Invite new perspectives, possibilities, and expanded awareness.

• Take action on ideas and insights you commit to during our sessions.

• Follow your wisdom and discernment, moving at a pace that is right for you.

• Provide feedback on what is and isn’t working in our coaching.

• Own and celebrate your progress and accomplishments.

• Arrive on time and ready for our sessions.

We are in this together, serving your relationship with your present and future selves—caring for yourself today in ways your future self will appreciate.

 _____

Coaching Agreement Specifics

Coaching Duration and Scheduling
Coaching is available either as a six-month weekly program or at a self-selected pace (weekly, twice per month, once per month, or 'as needed') for a custom duration. We’ll determine our timeline together based on your needs.

Once you enroll in coaching, you will receive a link to create a 'coaching portal' account. You can access your account at any time to view notes, schedule sessions, make payments, update payment information, etc. Easy login access to the coaching portal is always available on my website, www.fractallywhole.com.

Scheduling is dynamic and flexible. We’ll schedule the next session at the close of each one, or you can book sessions anytime through the coaching portal. Sessions are usually scheduled one week to a month in advance, allowing for flexibility and minimal rescheduling.

If you prefer a regular day and time each week, please let me know, and we’ll work together to find a consistent schedule.

Method of Contact for Coaching
Coaching sessions are 50 minutes and will be held via Zoom. 

When a meeting is scheduled, you’ll receive a unique link in your calendar—this link changes for each session. You’ll also get a reminder email the day before with the Zoom link.

If Zoom isn’t possible for you, we can hold our session by phone—just let me know your preference at the start of our coaching journey.

If you have an urgent question or need a confidential response before our next call, you can message me through the coaching portal, email me at heather@fractallywhole.com, or text 360.739.0919.

Coaching Call Recording and Notes
By default, I record all sessions using Fathom's AI Notetaker.

I’ve found this approach most supportive for clients' journeys, as it:

• Generates high-quality session notes to deepen insights and clarity.

• Provides a securely saved recording of the Zoom session to revisit as needed.

• Offers a full transcript if desired.

Notes are saved in your coaching portal and you will be notified by email when they are posted.

Cancellation / Rescheduling Policy
You can cancel or reschedule through the coaching portal up to 48 hours before our meeting without penalty.

For cancellations within 48 hours, please message me through the coaching portal, email heather@fractallywhole.com, or text 360.739.0919. I’ll attempt to reschedule but reserve the right to bill for the missed session.

Resources and Learning
I share relevant resources and learning through my blog, with one to four succinct posts per month. As part of the coaching setup, I will manually add you to this email list. You can opt out anytime using the unsubscribe link at the bottom of these emails.

Termination
Either the Client or Coach may terminate this Agreement at any time by messaging through the coaching portal or emailing heather@fractallywhole.com. The Client agrees to compensate the Coach for all services rendered through the termination date.

Confidentiality
All information you provide during the coaching relationship will be considered "Confidential Information" and kept strictly private unless otherwise agreed in writing. I will not disclose any communications, verbal or written, without your prior written consent.

This confidentiality also applies to testimonials, which I may use for promotional purposes only with your consent. I default to anonymity unless you specifically permit the use of your name and affiliation.

"Confidential Information" does not include information that:

• Was known to the Coach before this Agreement, free from any obligation to keep it confidential, OR

• Was publicly disclosed by the Client before or after the Coach received it, OR

• Was independently developed by the Coach without access to Confidential Information, OR

• Was rightfully obtained by the Coach from a third party not bound by confidentiality obligations to the Client.

The Coach may disclose Confidential Information if required by law, provided the Coach gives the Client prior written notice where reasonably practicable. The Coach will close and archive the coaching portal account within 60 days of completing coaching or upon termination of this Agreement.

Release of Information
The Coach engages in training and continuing education to maintain Coaching Credentials. This process requires the names and contact information of all Clients for verification by coaching certification bodies. By signing this agreement, you consent to sharing only your initials, start and end dates of coaching, and session dates for verification purposes; no personal notes will be shared.

According to coaching ethics, topics may be shared anonymously and hypothetically with other professionals for training, supervision, mentoring, evaluation, and professional development.

Description of Coaching
Coaching is a partnership (defined as an alliance, not a legal business partnership) between the Coach and Client, designed to inspire the Client to maximize personal potential. It facilitates the creation and development of personal goals and strategies to achieve them.

Coach-Client Relationship
The Coach agrees to maintain the ethics and standards of behavior established by the National Board of Health and Wellness Coaches (NBHWC) and the International Coach Federation (ICF).

The Client is solely responsible for their physical, mental, and emotional well-being, decisions, actions, and results arising from the coaching relationship. The Client agrees that the Coach is not liable for any actions or inaction or for any direct or indirect result of any services provided by the Coach.

The Client understands that the Coach does not provide healthcare, medical, or nutrition therapy services, nor diagnose, treat, or cure any disease or condition. The Coach is a mentor and guide trained in coaching modalities, including health coaching and Generative pathways coaching, to help the Client achieve their goals through positive, sustainable changes. The Client understands that the Coach is not a doctor, registered dietitian/nutritionist, or other licensed professional, and any advice given is not a substitute for professional advice.

Coaching is not a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice. It is the Client’s responsibility to seek independent professional guidance as needed.

If the Client is under the care of a healthcare professional or takes prescription medications, they should discuss any dietary changes or supplement use with their doctor and not discontinue any medications without consulting their doctor.

If the Client is under the care of a mental health professional, it is recommended they inform their provider of the coaching relationship.

Limited Liability
Except as expressly provided in this Agreement, the Coach makes no guarantees, representations, or warranties regarding the coaching services. The Coach's liability under this Agreement is limited to the amount paid by the Client for coaching services rendered through the termination date.

Entire Agreement
This document reflects the entire agreement between the Coach and the Client and supersedes all prior written and oral representations. The Agreement may only be amended in writing, signed by both parties.

Dispute Resolution
If a dispute arises that cannot be resolved by mutual consent, the Client and Coach agree to mediate in good faith for up to 30 days. If the dispute remains unresolved, the prevailing party in any legal action shall be entitled to recover attorney’s fees and court costs from the other party.

Severability
If any provision of this Agreement is held invalid or unenforceable, the remaining provisions shall remain valid. If limiting an invalid provision would make it enforceable, it shall be written, construed, and enforced as so limited.

Waiver
The failure of either party to enforce any provision of this Agreement shall not be construed as a waiver or limitation of that party's right to subsequently enforce and compel strict compliance with every provision of this Agreement.

Applicable Law 

This Agreement shall be governed and construed in accordance with the laws of the State of WA, without giving effect to any conflicts of laws provisions. 

Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and permissible assigns. 

Please sign this Client Agreement prior to the first scheduled coaching meeting.

I, ____, hereby accept these terms.