Faq About the Private Client Site

Security & Confidentiality

Is this client center and my data secured and safe?

Yes!  In fact, there are 3 levels of security: provided to keep your data safe and confidential:

1. username and password protected

2. Verisign Security Certificate protects your data on this site

3. https:// secured pages

Is my information confidential?

Yes.  This site is protected by  a username/password system.  You are the only one that has access to your information.

Additional Support

Can I contact you in-between our scheduled coaching sessions?

Yes!  In the event that you would like support on something that comes up in between our meetings and I will respond within one business day.

Accessing the Private Client Area

How do I access your private client area and how do I log in?

Click on the Login Link (above, at the top center of this website page).  Then enter the username and password that has been assigned to you.  Don’t have login information yet?  Contact me so we can get an account created for you.

I have a password that I use for most of my online accounts.  Can I change the password you assigned to me?

Yes.  You will need to log in initially using the password I assigned to you.  Once you log in you can change your password at any time under your Client Profile Page.

What if I forget or lose my password and login information?

If you simply forgot your password, you can still go to the Login Link.  Enter your username and click on the “I Forgot My Password Button.” You will receive an email shortly with your password included.

If you misplaced both your username and your password, contact me via email and I will forward you your information.

I’m trying to log in, but it will not accept my username or password, what do I do?

Remember that the login information is case sensitive, so enter it exactly like it was given to you,  If you are unsure what that is, you can contact me via email and I’ll forward that to you.

Forms, Documents, and Resources Available

What makes up a “Welcome Packet” and what do I do with this?

By completing the information in the welcome packet, you are providing me with some helpful information so I know best how to support you, guide you and work together with you.  A welcome packet consists of some basic forms, documents, and resources that will help to get us started in the coaching process. It is customary for you to read all documents thoroughly and complete any requested information prior to our initial coaching session together.