FAQ and
Policies

Coach Responsibilities Include:

• Be supportive, direct, and honest.
• Bring all skills, talents, and training.
• Confidentiality (see below for the confidentiality statement).
• Start and end sessions on time.
• Follow ICF Code of Ethics.
• Hold client accountable.
• Create a safe space.

Client Responsibilities Include:

• Ask questions if unclear.
• Advocate for needs.
• Bring the agenda, topic, or goal.
• Honesty with self and coach.
• Open and direct communication.
• Set realistic and clear goals.
• Show up on time.
• Take action.

That’s up to you. If you consent to a recording, it will be recorded and provided to you. Please note that recording may be permanently deleted after 90 days. Please download yours if you would like a copy.

Tools used:

• Business/Workspace version of Google Meet, and have opted into their HIPAA compliance.
• Fireflies.ai for recordings and transcripts. Claude.ai for AI summarized notes. 
• Whereby for CRF group calls.
• Neither Fireflies, Anthropic (Claude), nor any of its AI sub-processors train AI models on customer data, including meeting recordings and transcripts. They are SOC2 compliant and adhere to GDPR laws.

After our session, I will review the AI notes, manually edit and improve them, and share the final notes with you in our “portal.”

Coaching and medical portal systems tend to be visually overwhelming and hard to set up. They wanted to be way more than a portal, which made them bloated and not easy to use.

To keep things simple, we’ll create a Google Doc and use a “tab” for each session. Your Google Drive folder, including your Google Doc “portal,” is only shared with you.

The Doc will include the session notes and any actions and homework. You can add to the doc, write comments, paste in homework, or just use the doc space for your own writing exercises or brainstorming.

That’s the simplest portal, and we can easily lock it down so that it’s only available to the two of us. Even someone who guesses the link wouldn’t be able to get in.

Google might expect you to log in to access this doc. If you have a Gmail account, please share it with us.

Do you need more time to answer a question? Prefer more thinking or processing time? Consider booking longer sessions so we have all the time you would prefer.

Do you prefer exercises to be done during our session? Outside of the session? No exercises? More exercises?

Coaching is designed to serve you. It succeeds only when fulfilling that promise! Therefore, we’re happy to adjust for any needs or preferences that you mention at any point in any session.

Only if you are or want to be. Coaching is not affiliated with any spiritual practices or religions.

Yes. The ICF (International Coaching Federation) has strict standards for how coaching is done, not done, and ethics. In addition to requiring 60+ hours of learning from an accredited school, we are observed in test sessions. We have to turn in case studies and reflection forms. The school watches videos of sessions (from people who consent) to score us on our coaching abilities. And then we have to pass a test once we have at least 100 hours of coaching.

Anybody can call themselves a coach. Some are great coaches and some are not! The ICF holds people to higher standards.

I expect to have my first ICF accreditation, the ACC (Associate Certified Coach) by the end of 2025.

• AI hasn’t been designed to be an ethical and empathetic coach. It might be neither.
  • I generally like Claude, but it recently picked on me about life choices we were not discussing. We were discussing banking, and it lashed out at me for my “poor decisions” to move to Italy. It personally insulted me, calling me names, and harshly challenging a decision I’m rather happy about and hadn’t asked for its opinions!
  • When I asked why it picked on me, it said it was in “life coaching” mode. I told it that nothing about how it treated me matched life coaching or ICF standards. It then agreed. ?!?!?!?!
  • I can imagine someone taking those challenges seriously and second guessing themselves, thinking a smart AI might know more than they do, or be right in suggesting they made poor decisions. This is dangerous.
• There are also privacy concerns. Most AI companies won’t delete your chats. If you discuss something personal and sensitive, it could be in a database forever.
• Databases can be hacked.
• If you are involved in a court case, the other party could subpoena an AI company for your chat records.
• Some AI companies train their models or tools on what you say. You probably wouldn’t want that.
• AI has hit the news many times for inspiring people to harm themselves or others. It’s not set up to provide the approate coaching or care that humans can.

We want to create a safe space, but there’s no safe space without trust, which we will work to earn every day.

See our confidentiality agreement below. We keep each other’s secrets.

Reschedule any time for any reason. My calendar’s confirmation email and the calendar event will have links for rescheduling and canceling. Please use those!

You don’t have to tell or warn me first. You don’t need a doctor’s note. You don’t even have to give a reason.

If you are working off a package, the time is not deducted until it’s used. You lose nothing when you reschedule or cancel.

If you paid for that time, you won’t be charged when you reschedule.

Cancellation might involve the refund policy below.

If we believe that you are likely to harm yourself or others, or if you are dealing with past or present trauma that goes beyond the scope of our practice, we will work with you to find the help you need.

We are not trained to handle trauma or PTSD, and may recommend that you dig into those issues with a trained professional.

Due to risks and liabilities around working with children, we are current not accepting minors as clients.

If you would like to discuss your relationship, communication, experiences, etc. with your child, those are excellent coaching topics.

If you cancel a paid session and do not intend to reschedule, let me know, and I will refund your money.

If you have bought a package and one or both of us have decided to close the coaching conversation, the refund policy is as follows:

• Used hours are billed at full price (currently $100/hr) even if your package includes discounted hours. Cancelling the discounted package forfeits the discount.
• $100 will be kept as an early cancellation fee.
• For example, if you paid $900 for 10 discounted hours, used three hours, and then wanted to terminate, your refund would be $500.

Refunds are only available for CRF clients if none of the individual sessions are ever scheduled. If the process begins with even one individual session, the payment(s) are non-refundable.

Let’s talk. Please book a free session, and we can discuss what price works for both of us.

Yes, just let us know the name, address, and email for the invoice.

Brass Flowers Inc. d/b/a Delta CX is a C corporation registered in Arizona, USA. 

Coaching is not considered a medical or psychological service, so it’s not covered under insurance. We do not accept any insurance plans or medical discount cards.