This agreement describes the terms for retirement coaching services is between Dr. Linda Lotspeich [“Coach”] as a coach and the faculty coachee (name below).

“Retirement coaching is a process whereby [coachee] and coach explore multiple aspects of designing a dynamic and rewarding retirement lifestyle, and it serves to guide the client towards implementing a plan of action. Broadly defined, it is the process of helping clients prepare for and transition into everyday retirement life.”

A.    The parties plan to engage in up to five 60-minute coaching sessions at a regular interval that is mutually agreed upon. The sessions may be conducted virtually or in-person.

B.    The parties may discuss a broad array of personal and professional issues, but the coachee is responsible for making his/her own decisions.

C.    Coach agrees to abide by and maintain the ethics and standards of the International Coach Federation “(ICF)” (https://coachingfederation.org/ethics/code-of-ethics).

D.    Coachee understands coaching is not therapy and does not substitute for therapy. Coach is not an advocate for coachee within any of coachee's other relationships. This coaching is not for the purpose of financial and/or health care planning.

E.    Coach will keep confidential both coachee identity and the information shared as described in the ICF Code of Ethics (https://coachingfederation.org/ethics/code-of-ethics). Note that this relationship is not considered a “protected” legal relationship and coach remains a “Mandated Reporter” under Stanford University policies.

F.    Coachee or coach may discontinue the coaching relationship at any time.

G.    The coach is undergoing coach training at Stanford’s School of Medicine COACHME program, which follows ICF (International Coach Federation) program guidelines. If coach subsequently pursues ICF-certification, coach agrees that coach may comply with the ICF credentialing process which requires coach to submit a coaching log with coachee's name, contact information and number of hours spent. The disclosure does not include details of the coaching sessions.

H.    There are no fees for the coaching services under this agreement.

I.    If coach takes notes (written or digital), he/she may keep them for one year.

By submitting this form, I agree to the above terms described above.

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