Assessment Process:

 

The initial assessment process consists of 1-3 sessions.

Each client will meet with with coaches Margery and Darrell for the initial 1-3 sessions, if appropriate health coach Cali for some or all of these sessions as well. This will be decided based on reviewing and discussing your intake paperwork and the initial assessment process.

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Session 1:

Review intake paperwork, identify goals of and motivation around seeking concierge coaching at this time. Following session 1, clients (individual, family, business etc.) will be sent a package of assessment tools to complete prior to the next meeting. This will help the team to more fully understand the personality, driving motivations, strengths and challenges of each individual.

 

Session 2:

We will review your needs and goals for coaching. We will work to develop your Individualized Concierge Coaching Plan (ICCP) and review that with you during Session 3. 

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What is an Individualized Concierge Coaching Plan (ICCP)?

This is your unique plan to give us both a roadmap to your coaching goals. Your ICCP will be revisited and revised, if needed, during your coaching journey. If goals change, life changes occur, people are added to or removed from your team, etc. that would likely create a need to change your ICP.

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What are your rates?

The intake session (75-120 minute session) will range from $400-$550 depending on length of the appointment. If done out of the office at the clients home/office additional cost will be added based on location. Ongoing coaching sessions (which typically range from 50-90 min) are at a rate of $300-$550 in-person/virtual/phone. If on-site additional will be applicable.

 

Margery also provides 4 personality/aptitude assessments . The range of cost is determined based on the number of individuals who will be participating (i.e. individual/couple/team) and length of each session.

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The ongoing coaching is individualized to each client, team and situation. The cost will be based of the ICCP and your individualized needs.