New Client Paperwork | Real Wealth Productions

This agreement is made between ___Sharayah DuBord____ (“Coach/Consultant, Consultant/Coach”) and _signed name on form___ (“Client”). Both parties agree to the following:

Coaching is a collaborative process with an ongoing relationship between the Client and Coach/Consultant. The coaching experience supports the Client in establishing new behaviors. The coaching relationship is strengths-based, forward-looking, and collaborative. The coaching agenda is developed and implemented in partnership between the Client and Coach/Consultant. The role of the Coach/Consultant is to help the Client progress toward achieving a goal.

• The Client and Coach/Consultant agree to engage fully in the coaching experience.

• The Client recognizes that coaching is not medical treatment, therapy, or counseling.

Confidentiality

• The Coach/Consultant agrees to keep all conversations and information with the Client private and confidential, as allowable by law. • No personal information will be shared with anyone without the Client’s express permission. Exceptions may be made if there is an imminent threat of serious injury to oneself or someone else.

Coaching Commitment

• By entering into this relationship, the Client and Coach/Consultant acknowledge that the Client desires to make a behavioral change or some type of improvement in his or her life. Behavioral change often takes time to implement and sustain. The pace of change is uncertain and varies amongst individuals. This is not a generic “one size fits all” program that has the same steps for all people to take. Every body is different and the unique nature of this intuitive coaching is to guide the client on how to be in tune with the body, brain and mind’s natural cues so optimal operating and functioning can be reached. As such, the Client and Coach/Consultant agree to be fully present at all sessions in order to make the most progress in every session.

Coaching Session Procedures

• Coaching sessions may occur in person, by phone, through video conference, app chat service or over email, depending on the venue that works best for the Client and what coaching option is selected.

• The Coach/Consultant and Client agree to adhere to established appointment times. All sessions scheduled by the client may be rescheduled if needed, but not refunded.

• The Coach/Consultant and Client agree to begin and finish all appointments on time. If the Client is more than 15 minutes late to an appointment, the Coach/Consultant will assume that the appointment is canceled, and the Client will be responsible for the full coaching fee and the responsibility of rescheduling. If the Coach/Consultant is more than 15 minutes late to an appointment, the Client may assume that the session is canceled, and the Client shall not be responsible for any payment for that session, and it will be the Coach/Consultant's responsibility to reschedule.

• The Client agrees to cancel or reschedule an appointment at least 24 hours in advance, without a change fee. The Coach/Consultant understands life happens so if the cancellation or rescheduling of an appointment does take place anytime by the Client then the Client understands the session may be rescheduled, but not refunded.

Coaching Fees

• Specific coaching fees, packages and schedules are outlined on the Coach/Consultant’s website www.realwealthproductions.com. All sessions booked and payments made by the Client through this website are agreeably binding. The Client has no contractual agreement to a time commitment besides the single session or alternative options offered by the Coach/Consultant. The Client does agree with the fact that the more time they put in means the more results they will get out of this coaching experience.

• Fees are payable by debit/credit card through www.realwealthproductions.com. This is the ideal payment avenue the Client agrees to utilize though payments may also be made through PayPal, Venmo or Cash App if needed by the Client.

There is no long term contractual financial agreement necessary for any of the Real Wealth Productions services or products and the Coach/Consultant has no legal authorization to make any unauthorized charges to the Client's payment method. The Client's payment method will in no way be stored or kept by the Coach/Consultant.

Medicare Consulting

Consultant/Coach agrees to provide professional Medicare consulting services to the Client. These services are strictly educational and advisory in nature. Services include, but are not limited to:

Explaining the components of Medicare (Parts A, B, C, and D).

Reviewing the Client's current healthcare coverage and needs.

Analyzing available Medicare insurance options, including Medicare Advantage and Prescription Drug Plans.

Guiding the Client through the timeline and administrative steps of the enrollment process.

The Client explicitly acknowledges and agrees to the following:

No Products Sold: Consultant/Coach is acting solely as an independent consultant. No insurance policies, products, or annuities will be sold, bound, or issued under this Agreement.

Independent Advice: The consultation fees paid under this Agreement are strictly for the Consultant/Coach’s time, expertise, and analysis, completely independent of whether the Client chooses to enroll in any specific plan.
The Client agrees to provide accurate, complete, and timely information regarding their current healthcare coverage, financial situation, prescriptions, and medical preferences. Consultant/Coach is not responsible for any adverse outcomes resulting from inaccurate or omitted information provided by the Client.
All final enrollment decisions are the sole responsibility of the Client. Consultant/Coach does not guarantee specific plan acceptance, future premium stability, or specific network coverage changes by insurance carriers.
Consultant/Coach agrees to keep all of the Client’s personal, financial, and medical information strictly confidential. Consultant/Coach will comply with all applicable privacy regulations and will not share data with third parties without the Client’s explicit written consent.

Release of Liability Consent

• The client understands it is their responsibility to consult with a healthcare provider before beginning any fitness or health program. It is the Client’s responsibility to be aware of any medical conditions, injuries, mental inadequacies, or other factors that would prevent them from participating safely in any/all of the Real Wealth Productions coaching, fitness, and health sessions. The client understands the risks associated with the agreed upon coaching, fitness and health sessions offered by the Coach.

• The Client hereby releases, discharges, and holds harmless the Coach from any and all claims, liabilities, actions, demands, expenses, fees, injuries, or damages (including attorney’s fees) that may occur as a result of participating in any or all of the Real Wealth Productions coaching, fitness, and health sessions.

• The Client understands and acknowledges that they are fully responsible for any and all risks, damages, and injuries, known and unknown, which might occur as a result participating in any or all of the Real Wealth Productions coaching, fitness, and health sessions.

The Client has carefully read and understands the contents of this liability waiver and voluntarily signs it with full acknowledgement of its significance.

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