Instructions #

The financial policy agreement is an important document for clients to sign before beginning a therapy program because it ensures clarity, transparency, and mutual understanding between the therapist and the client.

The form establishes a professional tone, reinforces boundaries, and fosters trust by outlining the charges, fees, and responsibilities.

It promotes compliance and a smooth therapeutic process by managing expectations regarding payment, insurance coverage, missed appointments, and additional services.

Worksheet #

Source #

Access the full suite of 500 therapy and coaching templates. This worksheet features in my book, available on Amazon:

500 Practical NLP Forms, Templates & Worksheets: For Therapy, Coaching & Training