Client Agreement

Last Updated: February 27, 2025

This Client Agreement (“Agreement”) is entered into as of the date of acceptance by the Client (“Client”) and Personality Strategy, LLC (“Consultant”). By engaging in the services outlined below, both parties agree to the following terms:

1. Services Provided

The Consultant agrees to provide personality profiling and consulting services as selected by the Client. Services may include:

• Personality Typing: Utilizing cognitive methodology, behavioral analysis, and reflective questioning based on past experiences to determine the Client's personality type.

• Tailored Self-Development Strategies: Providing personalized strategies based on the Client’s unique personality type.

• Package-Specific Services: Offering additional services as outlined in purchased packages.

All video call services will be conducted via Zoom or another agreed-upon virtual platform.

2. Session Details

• Scheduling: Sessions will be scheduled in advance, with the Client responsible for ensuring availability at the agreed-upon time. For package purchases, not all sessions will be scheduled at the time of purchase, allowing flexibility for the Client to book as needed.

• Duration and Format: Session durations and formats will vary based on the purchased package.

• Session Recordings: Recordings of sessions will be securely stored for review by the Consultant and will only be shared with others upon written consent from the Client.

3. Payment Terms

• Payment Schedule: Full payment for services is required before the first session begins unless otherwise agreed upon in writing.

• Non-Refundable Payments: All payments are final and non-refundable. Refunds will only be considered in the rare case that the Consultant is indefinitely unable to provide the service. In such instances, a refund may be issued for any non-completed services only.

• Accepted Payment Methods: We accept payments via major credit and debit cards (Visa, Mastercard, American Express, etc.), as well as digital wallets such as Apple Pay and Google Pay, depending on your payment platform. Additional payment methods may vary based on your location.

• Saved Payment Information: By submitting payment, the Client agrees to have their payment information securely stored for potential future charges, such as rescheduling fees or no-show penalties, in accordance with the terms outlined in this Agreement.

4. Cancellations and Rescheduling

• Client Rescheduling or Cancellation: The client may cancel or reschedule a session at any time without penalty. If the client needs to make changes, prompt communication is appreciated to facilitate rescheduling.

• Consultant Rescheduling or Cancellation: The consultant may also cancel or reschedule a session at any time, providing alternative arrangements for the client.

Both parties are encouraged to communicate openly to ensure flexibility and understanding in case of any changes to the session schedule.

5. Confidentiality

• Information Security: All information shared during sessions will remain confidential and be used solely for providing services and internal educational purposes.

• Session Recordings: Recordings and materials will not be shared with third parties without the Client’s explicit written consent.

• Professional Boundaries: Both parties agree to uphold privacy and professionalism throughout their engagement.

6. Client Responsibilities

• The Client agrees to participate actively and provide accurate information during the sessions.

• The Client acknowledges that the Consultant’s services are educational and advisory, not psychological therapy or medical treatment of any kind.

7. Disclaimer

The Consultant does not guarantee specific results from the services provided. The Client is responsible for applying the insights and strategies to their personal or professional development.

8. Termination

Either party may terminate this Agreement with written notice. In cases of termination:

• Completed sessions will not be refunded.

• Outstanding sessions may be refunded at the Consultant’s discretion within the terms of this agreement.

9. Intellectual Property

All materials provided by the Consultant, including reports, session notes, and resources, remain the Consultant’s intellectual property. Clients may use these materials for personal purposes only and agree not to distribute or reproduce them without explicit permission.

10. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of The Commonwealth of Pennsylvania, without regard to its conflict of law provisions.

11. Acknowledgment and Acceptance

By checking an acknowledgment box at scheduling, the Client confirms they have read, understood, and agree to the terms outlined in this Agreement.