This Agreement is entered into by and between: Matthew Wilkie, BALS,MSW, MBA, ADC, D.Div.

of Wilkie Life Coaching & Consulting LLC and

Name: _____________________

Address:________________________________________________________________

whereby Coach agrees to provide Coaching Services for Client focusing on topics identified by

the client to assist client in living client’s best life. Client’s identified goals will be attached to this

agreement.

Description of Coaching: Coaching is a partnership (defined as an alliance, not a legal

business partnership) between the Coach and the Client in a thought- provoking and creative

process that inspires the client to maximize personal and professional potential. It is designed

to facilitate the creation/development of personal, professional, or business goals and to

develop and carry out a strategy/plan for achieving those goals.

1) Coach-Client Relationship

A. Coach agrees to maintain the ethics and standards of behavior established by the

International Coach Federation “(ICF)” (Coachfederation.org/ethics). It is recommended that

the Client review the ICF Code of Ethics and the applicable standards of behavior.

B. Client is solely responsible for creating and implementing his/her own physical, mental and

emotional well-being, decisions, choices, actions and results arising out of or resulting from the

coaching relationship, and his/her coaching calls and interactions with the Coach. As such, the

Client agrees that the Coach is not and will not be liable or responsible for any actions or

inaction, or for any direct or indirect result of any services provided by the Coach. Client

understands coaching is not therapy and does not substitute for therapy if needed, and does

not prevent, cure, or treat any mental disorder or medical disease.

C. Client further acknowledges that he/she may terminate or discontinue the coaching

relationship at any time.

areas of his or her life, including work, finances, health, relationships, education, and recreation.

The Client agrees that deciding how to handle these issues, incorporate coaching principles into

those areas and implementing choices is exclusively the Client’s responsibility.

E. Client acknowledges that coaching does not involve the diagnosis or treatment of mental

disorders as defined by the American Psychiatric Association and that coaching is not to be

used as a substitute for counseling, psychotherapy, psychoanalysis, mental health care, substance

abuse treatment, or other professional advice by legal, medical, or other qualified professionals

and that it is the Client’s exclusive responsibility to seek such independent professional

guidance as needed. If Client is currently under the care of a mental health professional, it is

recommended that the Client promptly inform the mental health care provider of the nature

and extent of the coaching relationship agreed upon by the Client and the Coach.

F. The Client understands that in order to enhance the coaching relationship, the Client agrees

to communicate honestly, be open to feedback and assistance, and to create the time and

energy to participate fully in the program.

2) Services

The parties agree to engage in a 1-4x per month Coaching Program through in person

meetings/sessions lasting a total of 50 minutes. Coach will be available voicemail in between

scheduled meetings as defined by the Coach. The Coach will be available to client during

scheduled business hours. The Coach will return all calls within 48 hours. Coach may also

be available for additional time, per Client’s request on a prorated basis rate of $175 per hour

(for example, reviewing documents, reading or writing reports, engaging in other Client-related

services outside of coaching hours).

3) Schedule and Fees

This coaching agreement is valid as of ____/____/_____ The fee is $225 for the initial

encounter $175 per hour for each subsequent session. The client will have the option to purchase packages outlined below. For existing clients having transitioned from psychotherapy to coaching. The coaching sessions

shall be up to 50 minutes in length and up to the discretion of the coach. If rates change before

this agreement has been signed and dated, the prevailing rates will apply.

Appointment not canceled within 48 hours or if a client fails to show for scheduled

appointment the client will be responsible for payment in full. Clients are required to provide

Coach with a card to place on file for payment.

Procedure

Coaching sessions will take place at Virtually via HIPPA Compliant Zoom or Vargo. Client will provide 48 hour notice of cancelation to avoid Late Cancel/No Show Fees.

5) Confidentiality

This coaching relationship, as well as all information (documented or verbal) that the Client

shares with the Coach as part of this relationship, is bound by the principles of confidentiality

set forth in the ICF Code of Ethics. However, please be aware, this relationship is HIPPA compliant

and all information and communication is considered privileged unless invoiving harm to self,harm to

others, or meeting legal defiition of child/elder abuse and neglect, which Mr. Wilkie is a mandated

reporter.

6) Release of Information (Optional, based upon specific situation)

The Coach engages in training and continuing education pursuing and/or maintaining ICF

(International Coach Federation) Credentials. That process requires the names and contact

information of all Clients for possible verification by ICF. By signing this agreement, you agree

to have only your name, contact information, and start and end dates of coaching shared with

ICF staff members and/or other parties involved in this process for the sole and necessary

purpose of verifying the coaching relationship, no personal notes will be shared.

Client Agrees ________________ Client Refuses _________________

According to the ethics of our profession, topics may be anonymously and hypothetically

shared with other coaching professionals for training, supervision, mentoring, evaluation, and

professional development and/or consultation purposes.

7) Cancellation Policy

Client agrees that it is the Client's responsibility to notify the Coach 48 hours in advance of the

scheduled calls/meetings. Coach reserves the right to bill Client for a missed meeting. Coach

will attempt in good faith to reschedule the missed meeting.

8) Record Retention Policy (Optional, if the Coach as adopted such a policy)

The Client acknowledges that the Coach has disclosed his/her record retention policy with

respect to documents, information, and data acquired or shared during the term of the Coach-

Client relationship. Such records will be maintained by the Coach in a format of the Coach’s

choice (print or digital/electronic) for a period of not less than 7 years.

Termination

Either the Client or the Coach may terminate this Agreement at any time with 30 days written

notice. Client agrees to compensate the Coach for all coaching services rendered through and

including the effective date of termination of the coaching relationship.

10) Limited Liability

Except as expressly provided in this Agreement, the Coach makes no guarantees,

representations, or warranties of any kind or nature, express or implied with respect to the

coaching services negotiated, agreed upon, and rendered. In no event shall the Coach be liable

to the Client for any indirect, consequential, or special damages. Notwithstanding any damages

that the Client may incur, the Coach’s entire liability under this Agreement, and the Client’s

exclusive remedy shall be limited to the amount actually paid by the Client to the Coach under

this Agreement for all coaching services rendered through and including the termination date.

11) Entire Agreement

This document reflects the entire agreement between the Coach and the Client and reflects a

complete understanding of the parties with respect to the subject matter. This Agreement

supersedes all prior written and oral representations. The Agreement may not be amended,

altered, or supplemented except in writing signed by both the Coach and the Client.

12) Dispute Resolution

If a dispute arises out of this Agreement that cannot be resolved by mutual consent, the Client

and Coach agree to attempt to mediate after notice given. If the dispute is not so resolved, and

in the event of legal action, the prevailing party shall be entitled to recover attorney’s fees and

court costs from the other party.

13) Severability

If any provision of this Agreement shall be held to be invalid or unenforceable for any reason,

the remaining provisions shall continue to be valid and enforceable. If the Court finds that any

provision of this Agreement is invalid or unenforceable, but that by limiting such provision it

would become valid and enforceable, then such provision shall be deemed to be written,

construed, and enforced as so limited.

14) Waiver

The failure of either party to enforce any provision of this Agreement shall not be construed as

a waiver or limitation of that party's right to subsequently enforce and compel strict compliance

with every provision of this Agreement.

Applicable Law

This Agreement shall be governed and construed in accordance with the laws of the State of

South Carolina, without giving effect to any conflicts of laws provisions.

16) Binding Effect

This Agreement shall be binding upon the parties hereto and their respective successors and

permissible assigns.

Client Signature ____________________________________________________

Client Name ________________________________________________________

Client Date: _____/_____/_____

Coach Signature ________________________________________________________

Coach Name: Matthew Wilkie, MSW

Coach Date _____/_____/_____

1229 Alice Drive, Suite C, Sumter, SC 29150|803-774-4355

Enneagram Coaching Packages Addendum

Introductory Package – “Discover Your Enneagram”

Duration: 2 weeks

Sessions: 2 Zoom sessions (1 hr each)

Support: Email & text support

Price: $300

Growth & Connection Package – “Building Deeper Understanding”

Duration: 6 weeks

Sessions: 6 weekly Zoom sessions

Support: Weekly email summaries, text support, one 30‑min phone check‑in

Price: $1,200

Transformation Package – “Enhancing Your Relationship”

Duration: 3 months

Sessions: 12 Zoom sessions

Support: Weekly summaries, unlimited text support, two 30‑min phone check‑ins

Price: $2,500

VIP Premium Package – “Enneagram Mastery for Couples”

Duration: 6 months

Sessions: 24 Zoom sessions

Support: Unlimited text/email support, weekly 30‑min phone check‑ins, personalized growth exercises

Price: $5,000