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Olive_Branch_General_Client_Intake_Packet (1) (pdf)
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Practical guidance rooted in compassion, integrity, and purpose—helping you move forward with clarity and confidence.
Every client is different. We meet you where you are with support, tools, and resources tailored to your goals and circumstances.
Real growth is built one step at a time. We focus on practical next steps that help create lasting change in everyday life.
Supports individuals rebuilding their lives after hardship, loss, unhealthy patterns, relationship disruption, major transitions, or other recovery seasons through faith, accountability, goals, Scripture, personal responsibility, and practical next steps.
Recovery is approached through an explicitly Christian, faith-centered framework.
Not
Supports individuals rebuilding their lives after hardship, loss, unhealthy patterns, relationship disruption, major transitions, or other recovery seasons through faith, accountability, goals, Scripture, personal responsibility, and practical next steps.
Recovery is approached through an explicitly Christian, faith-centered framework.
Not addiction treatment, trauma therapy, psychiatric care, detoxification, or clinical substance-use treatment. Serious addiction or mental-health needs require appropriate licensed care.
Provides flexible goal-oriented coaching for clients who need support, accountability, problem-solving, organization, decision-making, communication, life transitions, routines, or personal development but do not fit neatly into a specialty program.
This is the broad catch-all coaching service when no specialized Olive Branch coaching cate
Provides flexible goal-oriented coaching for clients who need support, accountability, problem-solving, organization, decision-making, communication, life transitions, routines, or personal development but do not fit neatly into a specialty program.
This is the broad catch-all coaching service when no specialized Olive Branch coaching category is necessary.
Does not convert into legal, medical, clinical, financial, or other licensed professional services merely because those subjects arise during a session. Referrals should be made when a client's needs exceed coaching scope.
Helps clients examine goals, relationships, decisions, purpose, habits, calling, boundaries, and personal growth through a Christian worldview and biblical principles.
Unlike general coaching, the client's Christian faith is intentionally incorporated into the coaching process.
Not pastoral authority, prophecy on demand, psychotherapy, th
Helps clients examine goals, relationships, decisions, purpose, habits, calling, boundaries, and personal growth through a Christian worldview and biblical principles.
Unlike general coaching, the client's Christian faith is intentionally incorporated into the coaching process.
Not pastoral authority, prophecy on demand, psychotherapy, theological certification, or a guarantee that a particular desired outcome represents God's will.
Helps clients organize housing searches, housing-assistance applications, supporting documents, deadlines, income records, landlord/agency communications, utility assistance, mortgage-assistance information, and housing-stability plans. Can provide client-directed application assistance when appropriate.
Focuses on keeping, obtaining, or s
Helps clients organize housing searches, housing-assistance applications, supporting documents, deadlines, income records, landlord/agency communications, utility assistance, mortgage-assistance information, and housing-stability plans. Can provide client-directed application assistance when appropriate.
Focuses on keeping, obtaining, or stabilizing housing and navigating the administrative burden surrounding it.
Not landlord-tenant legal representation, eviction defense, real-estate brokerage, mortgage lending, or legal advice. Coaches should not choose legal answers for clients or certify information they did not provide.
Helps self-represented individuals understand how to organize their own case materials, locate published court rules and self-help resources, track deadlines, maintain filed copies, organize evidence, prepare questions, and manage the administrative workload of representing themselves.
This is specifically for a person who is acting pr
Helps self-represented individuals understand how to organize their own case materials, locate published court rules and self-help resources, track deadlines, maintain filed copies, organize evidence, prepare questions, and manage the administrative workload of representing themselves.
This is specifically for a person who is acting pro se and managing their own court matter. Family Court Organizational Coaching is family-court specific; Pro Say Coaching can apply more broadly to self-representation matters within the permitted coaching scope.
Not legal advice or representation. Does not choose claims or defenses, interpret law for the client, write legal arguments as an attorney, tell the client what to say under oath, or guarantee an outcome.
Helps individuals or couples organize goals, concerns, finances, expectations, questions, family considerations, and topics they want to discuss before marriage or before meeting with an attorney regarding a prenuptial agreement.
Focuses on preparation and communication before marriage/legal drafting, rather than relationship therapy or le
Helps individuals or couples organize goals, concerns, finances, expectations, questions, family considerations, and topics they want to discuss before marriage or before meeting with an attorney regarding a prenuptial agreement.
Focuses on preparation and communication before marriage/legal drafting, rather than relationship therapy or legal document creation.
Not legal advice. Does not draft, negotiate, interpret, or approve a prenuptial agreement. Does not replace a family-law attorney.
Helps a client facing a complicated or urgent life situation identify priorities, organize information, compare options, create action steps, prepare questions, and establish a focused strategy.
This is the higher-intensity problem-solving service for situations involving several moving parts rather than one narrow coaching subject.
Doe
Helps a client facing a complicated or urgent life situation identify priorities, organize information, compare options, create action steps, prepare questions, and establish a focused strategy.
This is the higher-intensity problem-solving service for situations involving several moving parts rather than one narrow coaching subject.
Does not make legal, medical, clinical, financial, or professional decisions for the client. Strategy coaching does not guarantee a particular result.
Helps clients organize timelines, records, calendars, communications, evidence inventories, hearing preparation materials, questions, and court-related documentation.
Specifically addresses the organization and preparation burden surrounding family-court involvement.
Not legal representation or legal advice. Does not determine legal strat
Helps clients organize timelines, records, calendars, communications, evidence inventories, hearing preparation materials, questions, and court-related documentation.
Specifically addresses the organization and preparation burden surrounding family-court involvement.
Not legal representation or legal advice. Does not determine legal strategy, draft pleadings as an attorney, tell clients what claims to make, or appear in court as counsel.
Supports routines, coping skills, self-awareness, emotional regulation, communication, boundaries, goal setting, daily functioning, resilience, and personal well-being.
Focuses on functioning and forward movement, not diagnosis or treatment of mental illness.
Not psychotherapy, psychiatric treatment, crisis treatment, diagnosis, medication
Supports routines, coping skills, self-awareness, emotional regulation, communication, boundaries, goal setting, daily functioning, resilience, and personal well-being.
Focuses on functioning and forward movement, not diagnosis or treatment of mental illness.
Not psychotherapy, psychiatric treatment, crisis treatment, diagnosis, medication management, or clinical assessment. Clients needing clinical treatment should be referred to licensed providers.
Helps clients learn how to advocate for themselves when communicating with agencies, institutions, attorneys, courts, schools, healthcare systems, or other organizations. Can support question preparation, record organization, escalation planning, communication preparation, and understanding published procedures.
Focuses on self-advocacy sk
Helps clients learn how to advocate for themselves when communicating with agencies, institutions, attorneys, courts, schools, healthcare systems, or other organizations. Can support question preparation, record organization, escalation planning, communication preparation, and understanding published procedures.
Focuses on self-advocacy skills and system navigation rather than representing oneself in a particular court case.
Not an attorney-client relationship. Does not provide legal opinions, determine legal rights, represent the client, negotiate as legal counsel, or promise legal outcomes.
Supports leadership, decision-making, communication, professional boundaries, delegation, productivity, workplace organization, confidence, conflict management, and leadership development.
Designed for leaders, professionals, managers, business owners, and decision-makers.
Not employment-law advice, HR representation, psychotherapy, bus
Supports leadership, decision-making, communication, professional boundaries, delegation, productivity, workplace organization, confidence, conflict management, and leadership development.
Designed for leaders, professionals, managers, business owners, and decision-makers.
Not employment-law advice, HR representation, psychotherapy, business accounting, or management performed on the client's behalf.
Helps clients prepare for appointments, organize symptoms and medical histories, create question lists, maintain medication/provider records, understand provider instructions, track referrals, seek appropriate second opinions, and advocate for clearer communication.
Concentrates on navigating healthcare systems and preparing to communicate
Helps clients prepare for appointments, organize symptoms and medical histories, create question lists, maintain medication/provider records, understand provider instructions, track referrals, seek appropriate second opinions, and advocate for clearer communication.
Concentrates on navigating healthcare systems and preparing to communicate effectively with medical professionals.
Does not diagnose, prescribe, interpret tests as a clinician, recommend stopping medication, provide treatment, or override a licensed medical provider.
Helps entrepreneurs and business owners clarify goals, organize operations, develop services, improve workflows, create accountability systems, plan outreach, identify priorities, and work through business-development decisions.
Focuses specifically on building, organizing, or improving a business.
Not legal, tax, accounting, investment
Helps entrepreneurs and business owners clarify goals, organize operations, develop services, improve workflows, create accountability systems, plan outreach, identify priorities, and work through business-development decisions.
Focuses specifically on building, organizing, or improving a business.
Not legal, tax, accounting, investment, or CPA advice. Does not guarantee profitability or business success. Specialized issues should go to the appropriate licensed professional.
Supports sustainable lifestyle goals involving sleep, movement, nutrition habits, routines, stress management, hydration, self-care, accountability, and general wellness behaviors.
Focuses on healthy behaviors and lifestyle goals, while Medical Coaching focuses on navigating medical care.
Not medical treatment, dietetic treatment, diagnosis
Supports sustainable lifestyle goals involving sleep, movement, nutrition habits, routines, stress management, hydration, self-care, accountability, and general wellness behaviors.
Focuses on healthy behaviors and lifestyle goals, while Medical Coaching focuses on navigating medical care.
Not medical treatment, dietetic treatment, diagnosis, physical therapy, medication management, or individualized clinical nutrition unless provided by an appropriately licensed professional.
Provides structured coaching to multiple participants around a shared topic, goal, challenge, educational theme, accountability process, or skill-building objective.
The coaching process occurs with a group rather than one-to-one, allowing shared learning and accountability.
Not group psychotherapy unless separately provided by appropriat
Provides structured coaching to multiple participants around a shared topic, goal, challenge, educational theme, accountability process, or skill-building objective.
The coaching process occurs with a group rather than one-to-one, allowing shared learning and accountability.
Not group psychotherapy unless separately provided by appropriately licensed clinicians. Confidentiality among participants cannot be guaranteed in the same way a clinician controls their own records, so group rules must be clearly explained.
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