Getting On the Same Page - Consulting Agreement

Lesson 6 - Full

Now that you’ve reviewed the Welcome information and understand how this coaching program works, your next step to ensure clarity and mutual alignment is to formally acknowledge the structure, boundaries, and responsibilities of this working relationship.

👉 Before proceeding to Module 2, review and sign the Consulting Agreement.

Click here
Confirm My Details

Since we’ve already spoken, this step is simply to confirm your basic information so your Consulting Agreement can be generated and delivered to your email.

Please complete the short form below with your name, email address, and any final details you’d like me to have before we proceed.

Once submitted:

  • Your Consulting Agreement will be delivered to your inbox

  • Sign it at your earliest convenience

  • You’ll receive a confirmation message with instructions to enter Module 2

This step ensures your agreement is prepared securely and tied to the correct client record.

  • How to Complete This Step.

  • Why this Matters.

  • Next Steps.

This agreement reflects everything discussed so far, including:

  • What this coaching program is — and what it is not

  • The distinction between coaching vs. legal/tax/financial “advice”

  • Your responsibilities and due diligence

  • My role in providing structure, organization, and educational support

  • How communication should occur

  • How documents will be handled

  • What expectations we each bring to this partnership

The agreement protects both of us, establishes mutual understanding, and ensures the workflow moves forward smoothly, ethically, and with full transparency.

How to Complete This Step

  1. Using the button above, confirm your details for your Consulting Agreement.

  2. Check your email for further instruction.

  3. Review the agreement carefully.

  4. Sign the agreement where indicated.

  5. Once completed, you will receive an automated confirmation email for your records.

  6. I will then grant full access to Module 2 and the rest of the portal as appropriate.

Why This Matters

This portal is a coaching and education system and relies on your participation and self-governance.
The Consulting Agreement makes sure we both understand:

  • The scope of the coaching program

  • The boundaries of the relationship

  • How responsibilities are shared

  • And how we will proceed together through your case

It also ensures that:

  • You feel supported

  • I can serve you efficiently

  • And the entire process remains structured, honorable, and aligned

Next Steps

Once your agreement is signed and submitted, you will continue into Module 2, where we begin collecting the documents needed to start your case work.

Please complete this step before moving forward.

We'll be waiting for you on the other side!