Coaching is a collaborative partnership between you and me—an alliance, not a legal business partnership. It’s a thought-provoking, creative process designed to help you clarify goals, build strategy, and move your personal and professional work forward with intention and momentum. Together, we focus on defining what you want, identifying what’s in the way, and creating a practical plan to get there.

Coaching is not therapy, medical care, or mental health treatment. I don’t diagnose or treat mental health conditions, and coaching is not a substitute for counseling, psychotherapy, psychoanalysis, substance-use treatment, or legal or medical advice. If you need that kind of support, it’s your responsibility to seek it from a qualified professional.

If you’re currently working with a mental health provider, I recommend letting them know you’re also in a coaching relationship, so all of your support systems can stay aligned.

Coaching works best when you show up honestly, stay open to feedback, and make the time and energy to engage fully in the process. This is active work—and your willingness to participate is a meaningful part of the partnership.

I’m always happy to share vendor recommendations when it’s useful. These are offered as information and context—you’re always in full control of who you hire, and I encourage you to do your own research and due diligence.

When it comes to creative talent, I don’t make direct introductions without their explicit permission. What I do offer is guidance on how to approach talent thoughtfully and professionally—who to contact, how to frame the outreach, and how to work through agents, managers, or other representatives in a way that reflects well on you and your project.

Occasionally, it can be useful to include a member of your creative team in a session. I’m open to this when it clearly supports your work, but it must be discussed and agreed to in advance by both of us.

These should be occasional, intentional exceptions—not a regular practice. Bringing multiple people into multiple sessions changes the coaching dynamic and can muddy the focus of our one-to-one work.

If you’re interested in a more ongoing group or team coaching setup, we can absolutely talk about that. Group coaching is a different container and would sit outside the scope of a one-to-one coaching agreement.

Yes. Everything you share is treated with the highest level of professional confidentiality and is used solely for the coaching relationship. If there’s anything you don’t want to share in forms or sessions, you’re always free to leave it blank.

Please note that I DO use AI note-taking software to help me keep track during our sessions.  If you would prefer that I not use this service, please let me know. 

It’s important to note that coaching confidentiality is professional and ethical, but not legally protected in the same way as therapy or legal counsel, since coaches are not healthcare or legal professionals.

Confidentiality would only need to be broken in very limited circumstances:

• If you report imminent risk of harm to yourself or others

• If you report abuse or neglect of a child, dependent, or older adult

• If disclosure is required by a court of law

In some cases, I may apply for or renew a professional coaching credential that requires verification of coaching experience. This can include sharing client names and contact information only for credentialing verification, if requested. You are never required to disclose anything about the content of our work, and all such information is handled in strict confidence.

In short: you can count on me to approach our work with care, discretion, and strong ethical boundaries.

I do my best to be flexible, and I ask that we both treat each other’s time with care and respect. Life happens—for both of us—and occasionally a session may need to be rescheduled by you or by me.

You’re always welcome to reschedule a session with at least 24 hours’ notice by emailing me. Sessions canceled within 24 hours of the scheduled time, or missed entirely, will be forfeited unless there’s a true emergency.

When adequate notice is given, I’ll do my best to reschedule the session as availability allows. Depending on timing, this may mean doubling up sessions in a week—particularly around vacations or holidays.

Sessions are typically held weekly at a standing day and time. If a session isn’t used—whether it’s canceled, forgotten, or ended early—it doesn’t roll over to a future month. While I may occasionally be available for brief, urgent check-ins between sessions, the scheduled session time is the only time guaranteed on my calendar.

As a reminder, progress in coaching is driven less by the amount of time we spend together and more by what you do between sessions.

You’re always welcome to email me between sessions. I do my best to respond within 24 hours.

While I aim to be available and responsive, our scheduled session time is the only time I can guarantee my full availability. If something feels urgent, you’re welcome to flag that in your email, and I’ll respond as soon as I reasonably can.

If you’re in an ongoing coaching package (as opposed to a single one-hour session), reviewing creative material is included—and I genuinely look forward to it.

That said, I am human, and thoughtful feedback takes time. For shorter materials like a pitch deck or website, please send materials at least 48 hours before our session. For longer materials—like a script—please allow at least one week.

If you have multiple pieces of material (or a small mountain of drafts), let’s talk first about what to prioritize so we’re using our time in the most useful way.

Payment in full is required in advance of coaching services. If you’ve enrolled in a payment plan through Kajabi, your credit card on file will be charged automatically on a monthly basis.

If a monthly payment cannot be processed, coaching sessions will be paused until payment resumes. Any sessions missed during that time cannot be recovered or rescheduled.

If you need to update or change the credit card on file, you can do so at any time by logging into your client portal here:
https://coaching.poeglobal.com/login

Coaching is, by design, a challenging and sometimes uncomfortable process. There may be moments when fear, resistance, or uncertainty shows up. That’s normal. My role is to support you in moving through those moments so you can keep making progress and delivering results on your projects, rather than stopping short when things get uncomfortable.

Coaching services are non-refundable. Once payment has been made, refunds are not offered for any reason.

You’re free to end the coaching relationship at any time with 14 days’ written notice. This notice period allows us to close the work thoughtfully and ensures you’re set up with clarity and momentum for whatever comes next. You remain responsible for payment for all coaching services provided through—and including—the effective termination date of the coaching relationship.