FAQ and
Policies

That’s up to you. At the start of each session, I will ask if you want it recorded. If you consent, it will be recorded and provided to you.

Tools used:

• Business/Workspace version of Google Meet, and have opted into their HIPAA compliance.
• Fathom.video for recordings, transcripts, and AI summarized notes. Fathom is HIPAA, SOC2 Type II, and GDPR-compliant and has passed extensive security reviews by Zoom. Neither Fathom nor any of its AI sub-processors train AI models on customer data, including meeting recordings and transcripts.

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.

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

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.

• 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.

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

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.

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

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. 

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.

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