Client In-Take Form | Longwood, FL

I. INFORMATION DOCUMENT

The information below will help you get oriented and prepared for our coaching work together. If you have any questions after reading this, please email me or bring them to our first session.

Commitment

Coaching provides a structure of support to help you focus on and achieve the outcomes you desire. We co-create an accountability structure that will help you stay on track to get the results you want and live the life you desire.

I am committed to supporting you and bringing out your very best to achieve your ideal outcomes. My method involves asking questions to help you focus, learn, prioritize and create momentum to achieve the outcomes you seek. It also involves pointing out potential blind spots, offering guidance where needed, and helping you take action to achieve your goals. The more specific, honest, and open you are with me, the greater value you will receive from our work together.

Obviously, the ultimate responsibility of achieving your goals rests with you. Coaching is a very rich and rewarding journey- the more you direct it, and the more committed you are, the more powerful it is.

First Coaching Session (Immersion Session)

We will pick a day to start Thursday, Feb. 20^th at 10:15 a.m.

Coaching Call TEAMs Link

Will be sent out to your calendar

How You Can Contact Me:

Email: christine.wilson@tmf.mortgage

Cell: 407-267-2456

Confidentiality

Remember, everything you share within our coaching relationship is confidential and is a safe place for you to share openly and vulnerably.

Resistance to Change

All organisms experience homeostasis, which is the natural tendency to maintain stability and resist change, even when change is beneficial. Similarly, when you commit to making life changes, it’s normal to encounter resistance as your mind and body seek to preserve. This resistance might show up as distraction, fatigue, hesitation to act, self-doubt, or anxiety. Rather than viewing these reactions as setbacks, recognize them as signs that you’re approaching a pivotal moment of growth. Lean into the support of your coach and the coaching process during these challenging times, as pushing through resistance often leads to the most profound breakthroughs.

II. IMMERSION SESSION INSTRUCTIONS & ASSIGNMENTS

In our first session, we will review your business and life to discover and structure your path forward over the following 6 months. During our first session, we will refine your focused outcomes to 1-3 meaningful and impactful Massive Impact Goals (MIGs). It is our intention to create 1-3 MIGs in the Immersion session that will set the foundation of our coaching work together.

Note: It is important that you are on time for this session, you make full-time available, and you are in a location that is comfortable, private and free of distraction.

In preparation for our coaching work, please complete Sections A-D (below). You should plan for each section to take approximately 15 minutes, or 60 minutes total to complete.

A. Wheel of Life

This assessment contains 8 areas that comprise a whole life. This exercise measures your level of satisfaction and range of expression in these areas as a snapshot in time. You will likely find areas where you can acknowledge yourself for the success you’ve created, and other areas where you may want to improve your level of satisfaction.

Please rank each statement on a scale of 1-10. Then total each score.

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Career

I love my work.

I feel my talents and skills are well used in my work.

I enjoy my work environment and the people with whom I work.

I see opportunities for growth and development in my position.

I feel like I have found my right livelihood.

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Significant Other

New Field:

I am free from past resentments or blame in the area of intimate relationships.

I am willing to risk myself for the sake of intimacy.

I create romance in my life.

I take steps to be open and vulnerable with my intimate partner.

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Money and Finances

I have enough money to do the things I want to do and accomplish the things that are important to me.

I manage my money and financial affairs well.

I feel abundance with money in my life.

I am free from worry and anxiety about money.

My financial future feels robust and sustainable.

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Personal Growth

I am engaged in the unfolding story of my life and approach each day as an adventure.

I have a belief system that sustains me no matter what circumstances life throws at me.

I regularly experience living a life that I love and I am loving who I am becoming.

I regularly engage in activities and learning that grows and expands me.

I have a learning orientation toward things that happen to me, curious about what I can learn from them.

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Health and Well Being

I am conscious of my body and fitness level and take responsibility for my physical wellbeing.

I approach my health in a proactive and generative way, rather than a reactive, crisis-management mode.

I am satisfied with my level of vitality and wellbeing.

I have support systems and structures in place that allow me to easily maintain my health and well-being.

I know what works for me to maintain my health and I consistently do it.

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Fun and Recreation

I know what activities renew me and bring me alive (fill my bucket), and I participate in them regularly.

I regularly take the time I need to experience play, adventure and leisure.

I create plenty of space in my life to relax and enjoy myself and others.

I create fun for myself and others.

I regularly choose non-electronic activities and have fun out in the world.

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Friends and Family

I am satisfied with the level of contact and depth of interaction I have with my family.

Nothing feels hidden or withheld in my relationships with my family members.

I am satisfied with the role I play and the level of contribution I have in my family.

I have a sufficient number of great friends whom I deeply trust.

I am a good friend and make the most of time I spend with my friends, which nourishes & sustains me.

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Physical Environment

I feel nourished and supported by my home.

I am surrounded by things that I love and that have meaning for me.

The level of order in my surroundings is appropriate to my needs and serves me.

Spending time in my home feels relaxing and restorative.

My wardrobe is a clear expression of who I am. I love being in the clothes I wear.

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To get a snapshot of your life: First, transfer your total scores from the tables above to the Wheel of Life Summary below. Second, calculate the percentage for each area. Third, using that percentage, draw a dot in the respective segment on the Wheel. Finally, connect the dots with a line to create your Wheel of Life.

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Wheel of Life Summary:

Career

Percentage

Money and Finances

Percentage

Health and Well Being

Percentage

Friends and Family

Percentage

Significant Other

Percentage

Physical Environment

Percentage

Fun and Recreation

Percentage

Personal Growth

Percentage

A circle with the words money and finances on it

Look at your complete wheel. If your life is riding on this wheel, how bumpy is the ride?

B. Discovery Questions:

Your responses to these questions will serve as the foundation for our work together. Please take the time to reflect and answer them thoughtfully and thoroughly. We’ll review your answers during our Immersion Session.

1. What are your expectations for the coaching process?

2. Why do you feel that now is the right time for you to begin coaching?

3. What aspects of your life do you prioritize and feel most proud of? What do you believe drives these priorities?

4. What tasks or areas of your life do you tend to procrastinate on? What do you think is causing this?

5. After completing your Wheel of Life, what would you like to be experiencing and feeling 12 months from now?

6. What immediate actions could you take that would have the greatest impact on achieving your goals?

7. Knowing yourself best, what obstacles or challenges could potentially get in the way of you achieving your goals?

8. To help me coach you most effectively, what do I need to know about you? How do you prefer to be held accountable?

9. Is there anything else you’d like me to know as we begin this journey together?

C. Areas of Focus:

Before our immersion session, please identify and list below 1-3 areas that you want to hold as your primary focus during our coaching.

For each focus area, provide a simple heading with a short description. Include your desired outcome, and why it is meaningful for you. Please be specific. (Example: ‘I am fully present with those in my life: I experience one moment at a time and am present with myself and my loved ones in all of our interactions. This enables me to enjoy my family and friends and to have a lot of fun with them.’)