Coaching Disclaimer

1. Scope of Coaching Services Davis Coaching & Consulting, LLC provides wellness coaching and life design services through its proprietary Life Currency™ framework. Coaching is a professional relationship that supports clients in identifying and achieving personal and professional goals related to wellness, lifestyle, balance, values alignment, and sustainable behavior change.What Coaching Includes:Collaborative exploration of your values, priorities, energy, and goalsEducation and guidance on lifestyle, nutrition principles, sleep hygiene, stress management, and behavior changeAccountability structures, action planning, and progress trackingUse of the Life Currency™ framework, tools, and curriculumBetween-session support via email or Voxer as specified in your programReferrals to other professionals when appropriateWhat Coaching Is Not:Coaching is a distinct service from psychotherapy, counseling, mental health treatment, medical advice, or nutritional therapy. Your coach is not a licensed therapist, psychologist, psychiatrist, physician, registered dietitian, or any other licensed healthcare professional. Coaching does not diagnose, treat, cure, or prevent any physical or mental health condition.The coaching relationship is not a substitute for professional mental health care, medical care, or licensed nutritional counseling. If you are currently working with a therapist, physician, or other licensed professional, coaching is intended to complement — not replace — that care.Session Format:Sessions are conducted in-person at the coach's office, by phone, or via video call (Meet).Session location and format are agreed upon at scheduling. Either party may request a format change with reasonable notice.Sessions are scheduled in advance via Calendly. The client is responsible for scheduling within the program period.2. Payment TermsFees:Fees are as specified in the program selected above and in any written confirmation provided at the time of enrollment. All fees are in U.S. dollars.Payment Schedule:Clarity Session: Payment due in full at time of booking.4-Week and 6-Week Programs: Payment due in full prior to the first session, OR via payment plan as agreed in writing. Payment plan: 2 payments for the 4-week program; 3 payments for the 6-week program. First payment due before first session; subsequent payments due on the same day of each following month.Monthly Retainer: Payment due on the same date each month. The retainer renews automatically until either party provides 30 days written notice of cancellation.Group Cohort Programs: Payment due in full at time of enrollment. No payment plans available for group programs.Payment Methods:Payment is accepted via credit card, debit card, or bank transfer through Wave. Invoices are sent via email. Payment is due within 48 hours of invoice receipt unless otherwise agreed in writing.Late Payments:If payment is not received within 7 days of the due date, coaching sessions may be paused until the account is brought current. Accounts more than 30 days past due may be referred to collections. The client agrees to pay any reasonable collection costs incurred.Refund Policy:Clarity Session: Non-refundable once the session has taken place. If cancelled at least 48 hours in advance, a full credit is applied toward any future service.4-Week Program: If the client chooses to discontinue after the first session, a prorated refund will be issued for unused sessions less a $75 administrative fee. No refunds after the second session.6-Week Program: If the client chooses to discontinue after the first session, a prorated refund will be issued for unused sessions less a $75 administrative fee. No refunds after the third session.Monthly Retainer: No refunds for the current month's retainer fee. Cancellation takes effect at the end of the current billing period with 30 days written notice.Group Cohort: Non-refundable once the cohort has begun. If the client withdraws before the first session, a full refund less a $50 administrative fee will be issued.Note: Davis Coaching & Consulting reserves the right to decline or discontinue coaching services at any time. In the event the coach discontinues services, a prorated refund will be issued for any prepaid, unused sessions.3. Cancellation, Rescheduling & No-Show PolicyThe coach's time is reserved exclusively for you. Out of respect for that commitment, the following policy applies:Cancellation & Rescheduling:48 hours or more notice: Session may be rescheduled at no charge. One complimentary reschedule per program period.24–48 hours notice: Session may be rescheduled once per program period at no charge. Subsequent late reschedules within this window will be charged 50% of the session fee.Less than 24 hours notice: The full session fee is charged. The session is forfeited and cannot be rescheduled.Cancellations must be communicated via email to emily@daviscoachingandconsulting.com or via the Calendly cancellation link. Voicemail or text cancellations are not accepted.No-Shows:If the client does not appear for a scheduled session without notice, the full session fee is charged and the session is forfeited. The coach will wait 15 minutes before marking the session as a no-show.Coach Cancellation:The coach will provide as much notice as possible if a session must be cancelled or rescheduled. In the event of a coach-initiated cancellation, the session will be rescheduled at no charge and at the client's earliest convenience. If rescheduling is not possible within the program period, a prorated refund will be issued.Session Expiration:For program packages, all sessions must be used within the program period plus 30 days. Sessions not used within this window are forfeited without refund unless an extension has been agreed in writing.4. ConfidentialityCoach's Obligations:Your coach holds all information shared in coaching sessions in strict confidence. Davis Coaching & Consulting will not disclose, discuss, or share any information about you or your coaching work with any third party without your explicit written consent, except as required by law.Mandatory Disclosure Exceptions:Confidentiality has the following legally required exceptions. Your coach is required to disclose information — without your consent — in the following circumstances:If there is a reasonable belief that you are at imminent risk of harming yourself or othersIf there is a reasonable suspicion of abuse or neglect of a child, elder, or dependent adultIf disclosure is compelled by a valid court order or subpoenaIf you have provided written authorization for a specific disclosureIn any situation requiring disclosure, the coach will inform you before disclosing, unless doing so would increase the risk of harm.Client's Acknowledgment:You acknowledge that coaching sessions may be conducted in a shared office building and that reasonable precautions are taken to ensure privacy. Sessions conducted via video or phone are the client's responsibility to conduct in a private setting.Business Communications:Davis Coaching & Consulting may use anonymized, non-identifying information from coaching sessions for the purpose of professional development, supervision, or program improvement. No personally identifiable information will be shared without written consent.Testimonials:If the client wishes to provide a testimonial, written consent will be obtained before any identifying information is used in marketing materials. Testimonials may be used with first name and initial, full name, or anonymously — at the client's choice.5. Important DisclaimersPLEASE READ THIS SECTION CAREFULLY.By signing this agreement, you acknowledge and agree to the following:Not Medical or Therapeutic Care:Wellness coaching provided by Davis Coaching & Consulting is not a form of medical care, psychotherapy, mental health counseling, or any other licensed health service. Your coach holds certificates in lifestyle coaching, wellness coaching, and nutritional planning from Harvard Medical School's continuing education programs. These certificates do not confer medical licensure, clinical credentials, or the authority to diagnose or treat any condition.Not a Substitute for Professional Care:Coaching is not a substitute for and does not replace the care of a physician, psychiatrist, psychologist, licensed therapist, registered dietitian, or other licensed professional. If you are experiencing symptoms of a physical or mental health condition, you are encouraged to seek appropriate professional care. Coaching may complement but should not replace professional treatment.Nutrition Coaching Limitation:Nutritional guidance provided in coaching is general wellness education — not individualized medical nutrition therapy. Your coach is not a registered dietitian or licensed nutritionist. Clients with specific medical conditions, eating disorders, or complex nutritional needs are strongly encouraged to work with a registered dietitian in addition to coaching.Client Responsibility:You understand that coaching results depend on your own effort, commitment, and engagement. Your coach makes no guarantees of specific outcomes. Any decisions you make based on coaching conversations — including lifestyle changes, dietary changes, or other personal decisions — are your own responsibility. You agree to inform your coach of any health conditions or medications that may be relevant to your coaching work.Emergency Protocol:Wellness coaching is not a crisis service. If you are experiencing a mental health crisis, thoughts of self-harm, or a medical emergency, please contact emergency services (911), the 988 Suicide & Crisis Lifeline (call or text 988), or go to your nearest emergency room. Your coach is not equipped to provide crisis intervention services.Limitation of Liability:Davis Coaching & Consulting's liability to the client for any cause of action shall be limited to the total fees paid by the client in the three months preceding the claim. In no event shall Davis Coaching & Consulting be liable for indirect, incidental, consequential, or punitive damages of any kind.6. Additional TermsCommunication Between Sessions:Between-session support is available via email or Voxer as specified in your program. The coach will respond within 1–2 business days. Between-session communication is intended for brief check-ins, questions, and accountability — not for extended coaching conversations, which are reserved for scheduled sessions.Recording:Neither party may record coaching sessions (audio or video) without the explicit written consent of the other party.Intellectual Property:All materials provided by Davis Coaching & Consulting — including the Life Currency™ framework, worksheets, guides, workbooks, and curriculum — are proprietary and protected by copyright. Materials are provided for the client's personal use only and may not be reproduced, shared, distributed, or used for commercial purposes without written permission.Relationship of Parties:This agreement does not create an employment, partnership, or joint venture relationship. The coach is an independent contractor. Nothing in this agreement shall be construed to make either party an agent of the other.Entire Agreement:This agreement constitutes the entire agreement between the parties with respect to coaching services and supersedes all prior discussions, representations, or agreements. Any modifications to this agreement must be made in writing and signed by both parties.Governing Law:This agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts. Any disputes arising from this agreement shall be resolved in the courts of Plymouth County, Massachusetts.Severability:If any provision of this agreement is found to be unenforceable, the remaining provisions shall remain in full force and effect.