New Client Forms

Please complete the Coaching Advocacy Intake (a.k.a., comprehensive coaching questionnaire) at least 48-hours BEFORE your new client consultation. Follow these Instructions for downloading, saving, completing, eSigning and emailing the Intake, along with any other requested or required information. Our secure email address is

REQUIRED {Download} Coaching Advocacy Intake | PDF Form

REQUIRED FOR CANCER THRIVERS {Download} The After Cancer Planner | PDF Form

OPTIONAL {Download} Authorization for Release of Information Pursuant to HIPAA | PDF Form

Scroll down to e-sign these 5 required documents

REQUIRED {E-Sign} Terms of Service

REQUIRED {E-Sign} Coaching Advocacy Addendum

REQUIRED {E-Sign} Coach Advocate + Client Responsibilities

REQUIRED {E-Sign} Informed Consent for Coaching Advocacy

REQUIRED {E-Sign} Practice Policies

REQUIRED {E-Sign} HIPAA Email Consent


Terms of Service/Enrollment Agreement


Coaching Advocacy Addendum


Coach Advocate + Client Responsibilities


Informed Consent for Coaching Advocacy


Practice Policies


HIPAA Email Consent