1. Initial Contact / Booking

• When you schedule your intake appointment (in person or virtual), I will send you an intake packet and registration using my HIPAA compliant platform. The information packet has vital information for both you and I including:

  • Health history form

  • Consent/disclaimer form

  • Waivers

• Filling these out ahead of time allows our session to focus fully on you, your needs, and your goals for working together.

2. First Consultation (90 min)

• This is where we will have an in-depth conversation covering:

  • Your concerns and health history

  • Current medications/supplements

  • Diet, sleep, stress, lifestyle

  • Energetic constitution and patterns

• Important: No formulas available at this session. The focus is on understand your needs to create a formula based on them.

• I may suggest general supportive practices such as hydration, stress reduction, diet or lifestyle changes.

3. Post-Consultation Review (1–2 business days)

• I will review the notes gathered from our initial discussion, intake forms, and personal health history.

• I then design a wellness plan tailor to your specifics, which may include:

  • Custom herbal formula(s)

  • Instructions for use of any preparations

  • Lifestyle/dietary recommendations

  • Non-herbal supports and practices

  • Follow-up plan

• During this time, I may reach out to you with additional questions. Please be responsive.

• Note: There may be times where I recommend herbal products not made by me. I will give you links to producers of these products whom I trust. For additional supplements, I also have a FullScripts account.

4. Formula Preparation

• After your wellness plan is complete, I’ll prepare your custom herbal remedies from my herbal dispensary. This may include a tincture blend, tea formula, or other preparations such as salves or capsules, depending on your needs.

• Once everything is ready, you’ll be notified that your personalized plan and any preparations are available for pickup or delivery.

5. Delivery of Wellness Plan & Preparations

• You will receive:

  • Written wellness plan (You will find this in your Practice Better client portal).

  • Herbal formula(s) with clear label and instructions.

• If you have any questions, please do not hesitate to ask them. You are welcome to email simple questions at any time, more in-depth questions or changes to the wellness plan may require an existing client appointment (30-45 minutes). 

6. Follow-Up Session (2–6 weeks later)

• Depending on your specific plan, in 2-6 weeks after your initial plan we’ll meet again to check in on your progress. During this session, we’ll talk about what’s improved, what challenges remain, and how you’re feeling overall.

• Based on your experience, I may adjust your formulas, recommend different supplements or refine lifestyle recommendations to better support you. These follow-ups help us create a long-term, sustainable strategy for your well-being.

7. On-going Care

• Your health and well-being are always changing, and your herbal support should evolve with you. Many clients schedule ongoing check-ins every few months or with the change of seasons. These sessions give us the chance to adjust your formulas, revisit your wellness goals, and introduce new supports as needed.

• Ongoing care creates a rhythm of support that helps you stay balanced, resilient, and aligned with your long-term goals.​​

 

A Note on Fees

• Consultation fees cover your time with me, intake review, and the creation of your personalized wellness plan. Herbal preparations (such as tinctures, teas, or salves) are crafted specifically for you and are billed separately based on size and type. This way, you only pay for the preparations you actually need, and everything remains transparent.

• I am not a licensed health professional and cannot accept insurance.

Cancellations and Refunds

• Cancellations can be made up to 24 hours prior to scheduled consultation time. A full refund will be provided.

• No refunds will be given for cancellations made in less than 24 hours

• No refunds will be given for missed appointments

• Should you arrive late to your appointment, the appointment will still end at the scheduled time.

• Should I need to cancel or reschedule an appointment, you will be offered the choice of a full refund or rescheduling at no additional cost.

• By booking an appointment, you acknowledge and agree to this cancellation and refund policy.