Purpose New Client Agreement Form – Exception Monthly Mtg

It is a pleasure to welcome you to this customized Program! During the upcoming months, you will learn ways to help yourself to achieve a healthier lifestyle and greater wellness. Please read and sign the following. If anything is unclear, please ask. This Agreement is made today between the Health Counselor and the Client (both as named above). The Program in which you are enrolling will include all of the following:

A. One 40-minute appointment every four weeks which will include discussion of your progress and specific, customized recommendations toward achieving your health goals.  We encourage all Clients to take detailed notes during each session in order to enhance learning/retention.

B. Documented summary of session recommendations sent via email after each session, including a variety of informational handouts with further information as appropriate.  Audio recordings of sessions will also be available to help advance learning, if requested.

C.  Online access to a variety of additional nutritional and wellness educational material including podcasts as contained in our online Client Resource Center

D. Unlimited access to all available Purpose online seminars for the Client and your immediate family

E. Guaranteed Client participation in seasonal cleanses at no additional charge (cleanse supplements to be acquired by Client at his or her expense)

F. Nominal email support with questions and concerns in between appointments, generally limited to two brief emails after each session and to follow-up questions regarding the topics already covered.


Our goal is to help you to become self-sufficient in being healthier and happier. All Purpose individual programs are for a minimum of three months (3 sessions held monthly across calendar months). We respect that our clients have varying needs for support and ongoing coaching. For ease of scheduling, sessions will continue to occur automatically beyond this initial duration until the client notifies the Health Counselor via email of a desire to reduce meeting frequency or cease sessions.

  • We understand that occasionally a personal emergency necessitates a client putting their program on hold for a short period of time (e.g. death in the family). We are happy to accommodate a client request for a hold with at least one calendar week’s notice prior to the next appointment; please note, however, that any of the initial three sessions not held within six calendar months of program commencement will be forfeited.

The Client and Health Counselor will meet at a consistent day/time every other week for scheduling ease. We understand that our clients have busy schedules, and we take pride in not keeping them waiting. Each session will end approximately an 40 minutes after it was scheduled to begin. Please be on time.

If the Client needs to cancel an appointment, the Client must do so at least 48 weekday hours in advance; otherwise, the Client will forfeit that session and owe payment for it.  As our practice is nearly always fully loaded, rescheduling opportunities are typically not available.

We always do our best to respond to client emails quickly.  Note, however, that neither client sessions nor email support are available during the weekends or holidays.  Depending on how many clients are seeking support at once, our email reply may at times take up to three business days.


The Client understands that the cost of this Program is $240 per month. The Client will pay for their program in monthly installments by bank account withdrawal or by credit card (all conducted on-line via PayPal) prior to the first session of each month. The client understands that their program is for a minimum of three months. In the event of the Client’s absence or withdrawal, for any reason, the Client will remain fully responsible for the unpaid balance of the Program for the first three months. Refund requests cannot be supported.


The Health Counselor encourages the Client to continue to visit and to be treated by his/her healthcare professionals, including, without limitation, a physician. The Client understands that the Health Counselor is not acting in the capacity of a doctor, licensed dietitian-nutritionist, therapist, psychologist or other licensed or registered professional. Accordingly, the client understands that the Counselor is not providing health care, medical or nutrition therapy services and will not diagnose, treat or cure any disease, condition or other physical or mental ailment of the human body. The Client has chosen to work with the Counselor and understands that the information received should not be seen as medical or nursing advice and is not meant to take the place of your seeing licensed health professionals.  The client understands and consents that non-identifying information about his/her case may be shared for clinical education purposes with other practitioners engaged with Purpose Inc..


The Client acknowledges that the Client takes full responsibility for the Client’s life and well-being, as well as the lives and well-being of the Client’s family and children (where applicable), and all decisions made during and after this program. The Client expressly assumes the risks of the Program, whether or not such risks were created or exacerbated by the Health Counselor. The Client releases the Health Counselor, his/her heirs, executors, administrators and assigns, its officers, directors, shareholders, employees, teachers, lecturers, agents, health counselors and staff (collectively, the Releasees) from any and all liability, damages, causes of action, allegations, suits, sums of money, claims and demands whatsoever, in law, admiralty or equity, which against the Releasees, the Client ever had, now has or will have in the future against the Releasees, arising from the Client’s past or future participation in, or otherwise with respect to, the Program.


This agreement shall be construed according to the laws of the State of Massachusetts. In the event that any provision of this Agreement is deemed unenforceable, the remaining portions of the Agreement shall be severed and remain in full force. In the event a dispute arises between the parties, either arising from this Agreement or otherwise pertaining to the relationship between the parties, the parties will submit to binding arbitration before the American Arbitration Association (Commercial Arbitration and Mediation Center for the Americas Mediation and Arbitration Rules). Any judgment on the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof. Such arbitration shall be conducted by a single arbitrator. The sole remedy that can be awarded to the Client in the event that an award is granted in arbitration is refund of the entire Program Fee. Without limiting the generality of the foregoing, no award of consequential or other damages, unless specifically set forth herein, may be granted to the Client.

If the terms of this Agreement are acceptable, please sign the acceptance below. By doing so, the Client acknowledges that he/she understands, accepts and agrees to abide by the terms hereof.   You will receive a copy of this letter agreement via email.

  • Date Format: MM slash DD slash YYYY
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  • Please sign to agree to the terms of the agreement stated above. Please read the agreement fully. You can sign using your mouse or a touch screen device.
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Featured Recipe

This time of year, this is a weekly choice in my own home.  Rich, hearty, and satisfying.  Be sure to make a lot at once for an easy snack and side dishes the rest of the week.  For some extra crunch (and healthy fats!), top this with crushed, toasted walnuts. 4 Carrots (and/or parsnips) 2… Read More »


Tracy worked with me over a period of five months. It would be a gross understatement to call her simply a “nutritionist” because she is much more. I think that more accurate descriptions of Tracy are “body chemist” or “health therapist.” She is incredibly knowledgeable on how food affects all aspects of one’s body and overall health, and the importance of including various supplements in one’s daily health regimen. Tracy is also well-versed in the role our psyches play in our eating habits and what we choose to put in our bodies. On top of all of that, she’s a great cook! Tracy is a wonderful, supportive health coach who is capable of making huge improvements in a person’s health.

Jonathan Sigel
Attorney and father of three
Westborough, Massachusetts