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Expectations between Coach & Client

Description of Coaching:

Coaching is a partnership (defined as an alliance, not a legal business partnership) between the Coach and the Client in a thought-provoking and creative process that inspires the client to maximize personal and professional potential. It is designed to facilitate the creation/development of personal, professional or business goals and to develop and carry out a strategy/plan for achieving those goals.

​Coach-Client Relationship

​Coach agrees to maintain the ethics and standards of behavior established by the International Coach Federation “(ICF)” ( It is recommended that the Client review the ICF Code of Ethics and the applicable standards of behavior.

  • Client is solely responsible for creating and implementing his/her own physical, mental and emotional well-being, decisions, choices, actions and results arising out of or resulting from the coaching relationship and his/her coaching calls and interactions with the Coach. As such, the Client agrees that the Coach is not and will not be liable or responsible for any actions or inaction, or for any direct or indirect result of any services provided by the Coach. Client understands coaching is not therapy and does not substitute for therapy if needed, and does not prevent, cure, or treat any mental disorder or medical disease. 

  • Client further acknowledges that he/she may terminate or discontinue the coaching relationship at any time.

  • Client acknowledges that coaching is a comprehensive process that may involve different areas of his or her life, including work, finances, health, relationships, education, and recreation. The Client agrees that deciding how to handle these issues, incorporate coaching principles into those areas and implementing choices is exclusively the Client’s responsibility.

  • Client acknowledges that coaching does not involve the diagnosis or treatment of mental disorders as defined by the American Psychiatric Association and that coaching is not to be used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance abuse treatment, or other professional advice by legal, medical or other qualified professionals and that it is the Client’s exclusive responsibility to seek such independent professional guidance as needed. If Client is currently under the care of a mental health professional, it is recommended that the Client promptly inform the mental health care provider of the nature and extent of the coaching relationship agreed upon by the Client and the Coach.

  • The Client understands that in order to enhance the coaching relationship, the Client agrees to communicate honestly, be open to feedback and assistance and to create the time and energy to participate fully in the program.


​The parties agree to engage in a Coaching Program through internet meetings. Coach will be available to Client by e-mail, text, Slack and/or Discord in between scheduled meetings as defined by the Coach (407-270-0745 is for texting only, Slack and Discord are for collaborative group communication, please do not DM the Coach through Slack or Discord). Coach may also be available for additional time, per Client’s request on a prorated basis rate of $160/hour (for example, reviewing documents, reading or writing reports, additional coaching sessions, and engaging in other Client related services outside of coaching hours).

Schedule and Fees

This coaching agreement is valid as of 02/14/2022. The fee varies depending on the service, and is paid in advance. The calls & meetings shall be 30 minutes. If rates change before this agreement has been signed and dated, the prevailing rates will apply. The refund policy in effect for the term of this Agreement is as follows: Summer Triangle Coaching does not offer refunds at this time. Clients who choose not to complete their coaching may gift their remaining sessions to any adult of their choice. If there are extenuating circumstances, alternative options may be considered on a case-by-case basis. If Summer Triangle Coaching chooses not to continue coaching a client, the client will be refunded for any pre-paid sessions not already redeemed.


The time of the coaching meetings and/or location will be determined by Coach and Client based on a mutually agreed upon time. The Client will initiate all scheduled calls by logging into the video call program. If the Coach doesn't have access to the video call program for a scheduled call, Client will be notified prior to the scheduled appointment time.


This coaching relationship, as well as all information (documented or verbal) that the Client shares with the Coach as part of this relationship, is bound by the principles of confidentiality set forth in the ICF Code of Ethics. However, please be aware that the Coach-Client relationship is not considered a legally confidential relationship (like the medical and legal professions) and thus communications are not subject to the protection of any legally recognized privilege. The Coach agrees not to disclose any information pertaining to the Client without the Client’s written consent. The Coach will not disclose the Client’s name as a reference without the Client’s consent. Confidential Information does not include information that:

  • was in the Coach’s possession prior to its being furnished by the Client;

  • is generally known to the public or in the Client’s industry; 

  • is obtained by the Coach from a third party, without breach of any obligation to the Client; 

  • is independently developed by the Coach without use of or reference to the Client’s confidential information;

  • the Coach is required by statute, lawfully issued subpoena, or by court order to disclose;

  • is disclosed to the Coach and as a result of such disclosure the Coach reasonably believes there to be an imminent or likely risk of danger or harm to the Client or others; and

  • involves illegal activity. The Client also acknowledges his or her continuing obligation to raise any confidentiality questions or concerns with the Coach in a timely manner.

​Cancellation Policy

Client agrees that if they must cancel, it is the Client's responsibility to notify the Coach 24 hours in advance of the scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. Coach will attempt in good faith to reschedule the missed meeting. 

Record Retention Policy 

The Client acknowledges that the Coach has disclosed his/her record retention policy with respect to documents, information and data acquired or shared during the term of the Coach-Client relationship. Such records will be maintained by the Coach in a digital format for a period of no less than 1 year. These records may include intake forms, session notes/summaries, recorded sessions, etc. None of these records will be taken without the Client’s informed consent and at the Client’s request.


Social  Media

Client agrees that the Coach may use moments from their session on social media. These will be short retellings, from the Coach's perspective and thoughts, with the client anonymized. If the Client wishes to not have their moments on social media, they must inform the Coach. If the Client does not wish to have their moment retold on social media, does not tell the Coach, and the Coach makes a social media post, the Coach will delete the post as soon as she is informed.


Either the Client or the Coach may terminate this Agreement at any time with 1 week’s written notice. Client agrees to compensate the Coach for all coaching services rendered through and including the effective date of termination of the coaching relationship. It is preferred that there is a final session to assess the progress and set new goals for the future.

Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees, representations or warranties of any kind or nature, express or implied with respect to the coaching services negotiated, agreed upon and rendered. In no event shall the Coach be liable to the Client for any indirect, consequential or special damages. Notwithstanding any damages that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s exclusive remedy, shall be limited to the amount actually paid by the Client to the Coach under this Agreement for all coaching services rendered through and including the termination date.

Entire Agreement 

This document reflects the entire agreement between the Coach and the Client, and reflects a complete understanding of the parties with respect to the subject matter. This Agreement supersedes all prior written and oral representations. The Agreement may not be amended, altered or supplemented except in writing signed by both the Coach and the Client.

Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client and Coach agree to attempt to mediate in good faith for up to 30 days after the notice is given. If the dispute is not so resolved, and in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and court costs from the other party. 


If any provision of this Agreement shall be held to be invalid or unenforceable for any reason, the remaining provisions shall continue to be valid and enforceable. If the Court finds that any provision of this Agreement is invalid or unenforceable, but that by limiting such provision it would become valid and enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.


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 Pennsylvania, 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.

Last updated February 2024

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