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Paper and Pen

Forms

Pre-session, Coaching Agreements, Homework and other forms may be found on this page.

Only complete documents as instructed via email or by your Life Coach

All forms are due at least 24 hours prior to your scheduled session.

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Pre-session Exploratory Information Meeting

This document helps your coach know a little about you and if coaching will benefit you and help you be successful in reaching your purpose.

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Coaching Agreement

To be completed after an Exploratory Information Meeting and before your first Coaching session.

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Client data form

This document provides information about yourself that will help your Life Coach know you better and tailor your coaching session for your desired outcomes.

Exploratory Information Session

Session Date
Month
Day
Year
Preferred Method of Contact

The difference between coaching and therapy: While both coaching and therapy aim to help individuals, the core difference lies in their focus: therapy addresses mental health and emotional healing, while coaching focuses on goal achievement and personal or professional development. Therapists are trained, licensed mental health professionals who explore past experiences, identify patterns, and address underlying issues that may be contributing to current problems, such as anxiety, depression, trauma, or other mental health conditions. Life Coaches focus on helping individuals identify their goals, develop action plans, and achieve their desired outcomes by identifying strengths, setting realistic goals, and creating strategies for achieving them.

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Do you feel you would benefit more from group sessions or individual sessions?
Individual
Group
Both

Coaching Agreement

Please review and sign where indicated.

  1. As a client, I understand and agree that I am fully responsible for my well-being, including my choices and decisions. I am aware that I can choose to discontinue coaching at any time. I recognize that coaching is not psychotherapy and that professional referrals will be given if needed.

  2. Life coaching is a relationship between a client and a coach that is designed to facilitate the creation and development of the client’s personal goals. The relationship is also designed to develop strategies to carry out a plan for achieving those goals. I understand that coaching is typically about current life choices and planning for my future, not about repairing or uncovering my past.

  3. Life coaching involves all areas of life, including work, finances, health, relationships, education and recreation. I acknowledge that deciding how to handle these issues and implement my choices is exclusively my responsibility.

  4. Life coaching does not treat mental disorders as defined by the American Psychiatric Association. Life coaching is not a substitute for counseling, psychotherapy, psychoanalysis, mental health care, or substance abuse treatment, and is not to be used in place of any form of therapy.

  5. I acknowledge that I have been completely honest about my health history, mental health history or previous treatments for substance abuse that may impact my coaching relationship. If I am currently in therapy or otherwise under the care of a mental health professional, I have consulted with this person regarding the advisability of working with a life coach and this person is aware of my decision to proceed with the life coaching relationship. I am willing to sign a Release of Information form so that my coach and my counselor may collaborate on my coaching.

  6. I understand that information will be held as confidential unless I state otherwise, in writing, except as required by law to include:

    · if I become a danger to myself or someone else

    · if I abuse a minor or an elderly person

    · if I am involved in a court case against my coach

     

  7. I understand that life coaching is not to be used in lieu of professional advice. I will seek professional guidance for legal, medical, financial, business, spiritual, or other matters. I understand that all decisions in these areas are exclusively mine, and I acknowledge that my decisions and my actions regarding them are my responsibility.

  8. Coaching will be an ongoing relationship that may take a number of months, although either party can terminate the relationship at any time; however, one more session after the client decides to quit is recommended. Some or all of the coaching may be through telephone contact.

  9. Coaching can involve brainstorming, values clarification, the completion of written assignments, education, goal-setting, identifying plans of action, accountability, making requests, agreements to change behavior, examining lifestyles, and questioning.

  10. Coaching is most effective when both parties are honest and straightforward in their communication.

  11. Except as expressly provided in this agreement, there are no guarantees or warranties, express or implied as to the outcomes of my coaching.

  12. I understand Julia Bruce is a Christian coach and holds a Biblical world-view.

  13. Prior to beginning, both parties agree to the: fee of

Fee per session
$175 - Professional & Executive Coaching Sessions (1 hour sessions)
$75 - Career & Success Coaching Sessions (45 minute sessions)
$75 - Relationship Coaching (45 minutes sessions)
$40 - Spiritual Coaching (30 minutes sessions)
$100 - Foster Parent TBRI training (four 3-hour trainings for a total of 12 hours)

All payments are payable online at the Path to Purpose website, and a due prior to your coaching or training session. Each session will be scheduled through video conference call. Client has the option to continue beyond initial length of commitment at the same session rate. Any refund for unused sessions must be put in writing and requested within the first 45 days after signed contract.


Client will notify coach 24 hours in advance of cancellations for scheduled calls or sessions understanding the coach reserves the right to bill for missed appointments.

 

I have read and agreed to the above.

 

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Date
Month
Day
Year

Client Data Form

What time of day does a coaching session best fit into your schedule?
Marital Status
Single
Married
Divorced
Widowed
How did you hear about my coaching services
How would you describe yourself?
Introvert (recharged by solitude)
Extrovert (recharged by interacting with people)
Other

LIFE BALANCE ASSESSMENT

Take a few minutes to think about your life and then rate yourself on the following scale with a score from 1 - 10, with 10 being completely satisfied, and 1 indicating plenty of room for improvement.

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