FAQ

How will I know you are the right Mentor for me?

During our initial conversations and/or exploration session, together, we will identify if this is an appropriate fit. So, before you say "yes", you will have a sample of what the coaching/mentoring experience will be like. Until then, click on my BIO page to learn more about me and my approach.

How do I get started in the process?

If you are interested in beginning the coaching/mentoring process, please call me at 650-995-4343 so we can schedule our initial exploration session to explore the details of the coaching relationship further.

What can I expect from you?

  1. Be a partner in bringing out the best, the deepest, and the truest in you;
  2. Provide safety, encouragement, and support; an environment in which you can relax and explore;
  3. Respect the confidentiality of the agreements we make;
  4. Expand your view of what is possible and promote the discovery of new insights;
  5. Give you input and straight feedback and operate as a sounding board;
  6. Listen carefully to what you say and ask questions that increase awareness;
  7. Be an ongoing resource for you in accomplishing your intentions.

SECURITY & CONFIDENTIALITY

Is this client center and my data secured and safe?

Yes! In fact, there are 3 levels of security provided to keep your data safe and confidential:  

  1. Username and password protected;
  2. Verisign Security Certificate protects your data on this site; 
  3. Secured pages (https://)

 Is my information confidential?

Yes. This site is protected by a username/password system. You are the only one that has access to your information.

ADDITIONAL SUPPORT

Can I contact you in between our scheduled sessions?

Yes! If you would like support on something that comes up between our meetings, you can post an inquiry to the Client Log, and we can have "just in time" mentoring via your Private Client Website.

ACCESSING THE PRIVATE CLIENT AREA

What is the "Register Now" link and when would I use it?

If you are interested in becoming a client or beginning the coaching/mentoring process, you can create an account to access the private client area. When you "register," I will be notified that your account has been created and will need to activate it. This could take up to 24 hours.

How do I access your private client area and how do I log in?

Click on the Login link in the website's navigational menu. Then, enter the username and password that have been assigned to you. Don't have login information yet? Contact me so we can create an account for you.

I have a password that I use for most of my online accounts.  Can I change the password you assigned to me?

Yes. You will need to log in initially using the password I assigned to you. Once you log in, you can change your password at any time on your Client Profile page, which you find under the FORMS tab.

What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login page by clicking the Login link. Click on the blue link "forgot password" to the right of the "Login" button and, in the new "Forgot Password" window, enter your username and click on the "Continue" button. You will receive an email shortly with your password included.

If you misplaced both your username and password, contact me and I will forward you your information.

I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case-sensitive, so enter it exactly like it was given to you. Also, type in your login credentials and DO NOT copy/paste them, as this procedure can include empty spaces, which count in a password, thus rendering it incorrect. Again, if you do not remember your login credentials, you can contact me via email, and I'll forward them to you.

FORMS, DOCUMENTS AND RESOURCES AVAILABLE

What makes up a "Welcome Packet," and what do I do with this?

A welcome packet consists of some basic forms, documents, and resources that will help to get us started in the coaching/mentoring process. By completing the information in the welcome packet, you are providing me with some helpful information, so that I know best how to support you, guide you, and work together with you. It includes a "Client Profile" form, a "Goals" form, and also a "Discovery" form.  You will also find our coaching agreement located in this packet. It is customary for you to complete these items prior to our initial coaching session together.

SCHEDULING/RESCHEDULING APPOINTMENTS

What if I need to reschedule my appointment?

It's easy. With at least a 24-hour notice, you can reschedule any appointment by using the online calendar system. Just complete the following steps:

  1. Log into your Private Client Website Area.
  2. Click on the Calendar Menu.
  3. Locate and click on the desired block of “Available” time (or if you already have an existing appointment, click on the title of your existing appointment that you wish to reschedule)
  4. Click on the "edit" button and change the details of the appointment to correspond with an "Available" block of time.
  5. The calendar will update itself, you'll see your new appointment reflected and I will receive an email notification letting me know of the change. 

PAYING FOR MY COACHING/MENTORING SERVICES

How do I easily make my payments?

Each month, you'll receive an invoice from my practice letting you know the amount committed for that month. You can (1) mail a check to the remit to address located right on the invoice or (2) log in to the private client area, click on the Payments Menu and you will see any outstanding balances due at that time.

What are the various methods of payment I can use to pay for my coaching services?

Check, Waived, Barter, or Credit Card. Your coach can also process your monthly payments on a credit/debit card.

  • To pay by Check, simply use the "remit to" address located to the right in the body of the invoice you’ll receive monthly from me.
  • To pay by Credit Card, when you receive your monthly invoice, click on the link at the bottom of the invoice to log into the private client area and click on the Payments Menu. Here, you can enter your credit card number, and my system will automatically (and securely) process your payment.
  • To have me process your payments for you: Complete the "Credit Card Authorization" form found under the Documents section of the private client area. Once I have the authorization and billing information, I will automatically process your payments for you as outlined in the authorization form.