Frequently Asked Questions

How will I know you are the right consultant for me?

During our initial conversations and/or discovery session, together we will identify if my services are an appropriate fit. Until then, please click on the "Meet the CEO" page to learn more about me and the experience that I draw from.

What if I sign up for a package and decide it is not right for me? Do you have a money-back guarantee?

Yes, I call it my "participate and get your money back" guarantee. If within the first month of our relationship you show up to the calls and participate fully, you can simply let me know this is not working for you and I will completely refund your money. To honor the agreement, if you sign up and do not show up for your sessions, do not do the follow-up work, etc, then we will not refund your money.

SECURITY & CONFIDENTIALITY

Are this Client Portal and my data secured and safe?

Yes! In fact, there are 3 levels of security: provided to keep your data safe and confidential:

Username and password protected;
Verisign Security Certificate protects your data on this site;
Secured pages (https://)

Is my information confidential?

Yes. This site is protected by a username/password system. Out of respect for each researcher's body of work, no information regarding you or your research will be disclosed to any third party.

ADDITIONAL SUPPORT

Can I contact you in between our scheduled sessions?

Yes! In the event that you would like support on something that comes up in between our meetings, you can post an inquiry to the Client Log and we can have a "just in time" consultation via your Private Client Portal.

ACCESSING THE PRIVATE CLIENT AREA

What is the "Register Now" link and when would I use it?

If you are interested in becoming a client, you can create your own account to access the private client area. When you "register" I will be notified that your account has been created and will need to activate your account. This could take up to 24 hours.

How do I access your private client area and how do I log in?

Click on the Login link in the navigational menu of the website. Then enter the username and password that has been assigned to you. Don't have login information yet? Contact me so we can get an account created for you.

I have a password that I use for most of my online accounts. Can I change the password you assigned to me?

Yes. You will need to log in initially using the password I assigned to you. Once you log in, you can change your password at any time on your Client Profile page, which you find under the FORMS tab.

What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login page by clicking the Login link. Click on the blue link "forgot password" to the right of the "Login" button and, in the new "Forgot Password" window, enter your username and click on the "Continue" button. You will receive an email shortly with your password included.

If you misplaced both your username and password, contact me and I will forward you your information.

I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case sensitive, so enter it exactly like it was given to you. Also, type in your login credentials and DO NOT copy/paste them, as this procedure can include empty spaces, which count in a password, thus rendering them incorrect. Again, if you do not remember your login credentials, you can contact me via email and I'll forward them to you.

FORMS, DOCUMENTS AND RESOURCES AVAILABLE

What makes up a "Welcome Packet" and what do I do with this?

A welcome packet consists of some basic forms, documents, and resources that will help to get us started in the coaching process. By completing the information in the welcome packet, you are providing me with some helpful information, so that I know best how to support you, guide you and work together with you. It includes a "Client Profile" form, a "Goals" form, and also a "Discovery" form. You will also find our agreement located in this packet. It is customary for you to complete these items prior to our initial session together.

SCHEDULING/RESCHEDULING APPOINTMENTS

What if I need to reschedule my appointment?

It's easy. With at least a 24 hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:

Log into your Private Client Website Area.
Click on the Calendar Menu.
Locate and click on the desired block of “Available” time (or if you already have an existing appointment, click on the title of your existing appointment that you wish to reschedule)
Click on the "edit" button and change the details of the appointment to correspond with an "Available" block of time.
The calendar will update itself, you'll see your new appointment reflected and I will receive an email notification letting me know of the change.

PAYING FOR SERVICES

How do I easily make my payments for my services?

If you have signed up for a package, each month you'll receive an invoice letting you know the amount committed to for that month. You can (1) mail a check to the remit to the address located right on the invoice or (2) log in to the private client area, click on the Payments Menu and you will see any outstanding balances due at that time.

What are the various methods of payment I can use to pay for my services?

Cash, Credit Card/Debit Card (which includes Pay Pal and Apple Cash). You can also have your coach process your payments for you each month on a credit/debit card.

To pay by Credit Card/Debit Card or Pay Pal: when you receive your monthly invoice, click on the link at the bottom of the invoice to log into the private client area and click on the Payments Menu. Here you can either enter your credit card number or Pay Pal information and the system will automatically (and securely) process your payment.
To have me process your payments for you: Complete the "Credit Card Authorization" form found under the Documents section of the private client area. Once I have the authorization and billing information, I will automatically process your payments for you as outlined in the authorization form.
To pay by Apple Cash, please contact the office.