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Soul Compass Consulting LLC

New Client
Welcome Packet

A compassionate place for clarity, support, and forward movement

Welcome. You do not have to arrive with the perfect words.

You may be carrying grief, relationship concerns, family stress, difficult changes, past experiences, confusion, or simply the feeling that you need someone to listen. At Soul Compass Consulting, you will be welcomed with compassion, dignity, and respect.

Our purpose is to give you a calm, supportive, judgment-free space where you can speak honestly, explore what is happening in your life, and identify steps that feel right for you. You control what you share. You may pause, decline a question, ask for clarification, or end a conversation at any time.

Your journey begins within.

Ashley Lauren Sanchez
Founder, Soul Compass Consulting LLC
3500 Oaklawn Ave, Suite 460A PMB, Dallas, TX 75219
469-412-0433 · Journey@soulcompassconsulting.services
soulcompassconsulting.services

Soul Compass Consulting LLC

Your Safety, Privacy & Rights

Our commitment to you

Soul Compass will listen without shaming, blaming, pressuring, or judging you. You will be treated with respect regardless of your background, beliefs, identity, family structure, past decisions, or current circumstances. We will not force you to disclose painful details or tell you what decision you must make.

Confidentiality

Information you share in a private session will be treated as confidential and will not be casually shared. Records will be handled with reasonable privacy and security safeguards. Email, text, websites, and video platforms carry some privacy risk, so please avoid sending highly sensitive details through ordinary text or email whenever possible.

Honest limits to confidentiality

We cannot promise absolute secrecy. Information may need to be disclosed when you give written permission; when there is a serious and immediate safety concern; when abuse, neglect, or exploitation must be reported; when a court or law requires disclosure; when needed to address payment disputes or protect legal rights; or when service providers need limited information to operate the business.

In family, group, or workshop settings, other participants will hear what is shared. Everyone is expected to protect one another’s privacy, but Soul Compass cannot guarantee that another participant will keep information confidential.

Your rights as a client

Important service boundary

Soul Compass provides non-clinical coaching, supportive guidance, education, parent support, and facilitated conversations. It does not provide psychotherapy, licensed counseling, diagnosis, medical treatment, legal advice, custody evaluations, forensic interviews, or crisis intervention.

Emergency support: If you are in immediate danger or may harm yourself or someone else, call 911, call or text 988 in the United States, or go to the nearest emergency department. Soul Compass does not provide 24-hour monitoring or emergency response.

Soul Compass Consulting

Confidential Client Intake Questionnaire

Thank you for trusting us with your story. Please share only what feels comfortable. Your answers help us understand how to support you and make the most of our time together.

1. About you

2. Emergency contact

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Your Current Needs

3. What brings you here?

Which areas would you like support with? Check all that apply.
□ Relationships□ Family/parenting□ Grief/loss□ Trauma recovery□ Confidence/self-worth□ Boundaries□ Life changes/decisions□ Stress/overwhelm□ Purpose/direction□ Other

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Background & Support

4. Your support system

5. Comfort, communication & preferences

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Safety, Scope & Acknowledgment

6. Current safety

Important support notice

Soul Compass Consulting provides supportive guidance, coaching, education, and a compassionate space to talk. These services are not psychotherapy, medical care, legal advice, crisis intervention, or a substitute for a licensed professional. If you are in immediate danger or may harm yourself or someone else, call 911 or 988 in the United States, or go to the nearest emergency room.

7. Acknowledgment

□ I understand the scope of services described above.□ I have answered honestly and may update my information at any time.□ I understand that privacy may have legal or safety-related limits.

Thank you for sharing this information. We look forward to walking beside you as you find clarity, strength, and direction.

Soul Compass Consulting LLC

Client Services Agreement & Informed Consent

Nature of service. Soul Compass provides non-clinical coaching, supportive guidance, education, structured reflection, parent support, workshops, and facilitated conversations. Services may help you explore concerns, identify goals, build practical skills, and make your own decisions. No particular result is promised.

Your responsibility. You remain responsible for your choices, actions, personal safety, and medical or mental-health care. You may decline a question, request a pause, or end services. We may recommend a licensed professional or discontinue services when your needs fall outside our scope.

Relationship. This is a coaching/consulting relationship. It does not create a therapist-patient, physician-patient, attorney-client, fiduciary, guardian, or emergency-response relationship.

Communication. Scheduling is handled directly by phone, text, or email. Sessions may be in person, by phone, or through Zoom, FaceTime, or Microsoft Teams. Messages may not be seen immediately.

No recording. No one may record, photograph, screenshot, livestream, transcribe with an automated tool, or use an AI note-taker during a private session, family session, group, or workshop without advance written permission from Soul Compass and every affected participant.

Ending services. Either party may end services. Soul Compass may pause or end services for nonpayment, repeated missed appointments, harassment, threats, boundary violations, conflicts, needs beyond scope, or safety concerns. When reasonable and safe, referral information may be offered.

Acknowledgment

By signing the final acknowledgment page, you confirm that you understand the non-clinical scope of services and voluntarily choose to participate.

Soul Compass Consulting LLC

Privacy Notice

Information we may collect

How information is used

Information may be used to provide and personalize services, schedule appointments, communicate, process payments, keep appropriate records, protect safety and rights, prevent misuse, comply with law, and improve business operations.

When information may be shared

Information may be shared with your written permission; with vendors that support the website, communications, video, payment, or record systems; for safety or legally required reports; in response to a valid legal demand; or to resolve payment disputes and defend legal rights. Soul Compass does not sell sensitive client information or a minor’s personal data.

Your requests

Subject to applicable law, you may ask to access, correct, or delete certain information. Identity verification and legal, payment, safety, or dispute-related exceptions may apply. Contact Journey@soulcompassconsulting.services, call 469-412-0433, or write to 3500 Oaklawn Ave, Suite 460A PMB, Dallas, TX 75219.

Children

Children under 13 may not submit booking or intake information directly. A parent or legal guardian must complete the process. All minor services require parent or legal-guardian involvement.

This is a privacy notice for a non-clinical coaching business. It is not represented as a HIPAA Notice of Privacy Practices.

Soul Compass Consulting LLC

Payment, Cancellation & Virtual Services

Payment and cancellation

Cancellation contact: 469-412-0433 or Journey@soulcompassconsulting.services

For phone or video services

Remote platforms can experience interruptions, unauthorized access, or overheard conversations. Reasonable precautions will be used, but uninterrupted service and complete platform security cannot be guaranteed.

Soul Compass Consulting LLC

Minor, Family, Group & Workshop Addendum

For clients under 18

For families, groups, and workshops

Soul Compass expects every participant to respect privacy, but cannot guarantee the conduct or confidentiality of another family member, client, group participant, or workshop attendee.

Soul Compass Consulting LLC

Client Acknowledgment & Signature

Please initial each statement:

_____ I received and read this New Client Welcome Packet and had an opportunity to ask questions.

_____ I understand that Soul Compass provides coaching, supportive guidance, and education—not therapy, diagnosis, medical treatment, legal advice, or emergency services.

_____ I understand the confidentiality protections and their legal, safety, family, group, technology, and payment-related limits.

_____ I agree to the payment-at-booking requirement, 48-hour cancellation policy, 30-day rescheduling-credit limit, and no-refund rule after services begin.

_____ I consent to phone or video services if I choose to use them.

_____ I agree to the family/group/workshop rules if they apply to my service.

_____ I understand that I may sign electronically or on paper and will receive access to a copy.

Adult client

For a client under 18

Thank you for trusting Soul Compass Consulting with a part of your journey.