I have set for myself certain guidelines to abide by when meeting with my clients. These principles will guide every decision I make in this practice and will hold me accountable if I do not measure up to them.
I will, in all circumstances, treat each individual client with the utmost respect, and will never seek to berate, belittle, or put down any person I come into contact with. Each person is made in the image of God and is consequently deserving of respect, and I will conduct myself in and out of business in such a manner accordingly.
I will, in all circumstances, conduct myself as a coach according to the standards set forth in the Holy Scriptures and will only offer recommendations and advice that is consistent with the revealed Word of God.
I will, in all circumstances, maintain an honest and open relationship with my clients, referral partners, and myself, and will only do business in ethical ways that do not violate the law of man or the Law of God. I also commit myself to living out the teachings I share with my clients, that I will walk the walk as well as talk the talk.
I will, in all circumstances, tailor my advice and recommendations so that they are in the best interests of the client. I will only share information that is relevant and useful for achieving my clients’ goals and will do so to ensure that my clients’ needs are met before my own.
I will, in all circumstances, seek to set my clients on a path that will set them free of dependency, including dependence on their coach. It is a disservice to keep a client dependent on my coaching sessions, and in the allotted times we meet, I will work thoroughly and consciously to help my clients ensure that they will be able to make decisions on their own. During the coaching process, the client retains all decision-making power. I offer my diagnoses and recommendations, but the client is the one who must put these into action.
I will, in all circumstances, keep the identities and circumstances of my clients in the utmost confidence, and will consciously and proactively work to protect any data retained from coaching sessions. I will never take bank login information, Social Security numbers, driver’s license numbers, nor any other identifying information by electronic means to ensure that my clients’ information will not be breached through any device in my possession. When clients share numbers in their personal finance snapshot, this information will be kept confidential between the coach and the client, and will only be released upon lawful court orders.