Family and Advisor Engagement Agreement

This agreement is between the Family and the Advisor. Elevated is not a party.

This Family and Advisor Engagement Agreement ("Agreement") is entered into between [ADVISOR / PRACTICE NAME] ("Advisor," "I," or "me") and the parent or legal guardian and student identified in the signature block (together, the "Family," "you," or "your"). It sets out the terms on which the Advisor provides advisory and coaching services to the Family, including through the Elevated Students platform.

1. The Advisor Is an Independent Professional

I am an independent advisor or coach. I am solely responsible for the advice, guidance, and coaching I provide to you, and for my own professional qualifications, licensing, and conduct. I am not an employee or agent of Elevated Students, and Elevated Students does not provide, direct, or supervise the substance of my advice. My services are developmental, educational, and advisory in nature. They are not medical, mental health, clinical, psychological, therapy, legal, or financial services, and I do not provide diagnosis or treatment of any kind.

2. Services

I will provide the following services to your family: [DESCRIBE SERVICES: for example, developmental and student-growth coaching, executive-function and social-emotional support, and college and future planning and college application support], delivered at the cadence and scope we agree ([FOR EXAMPLE, NUMBER OF MEETINGS PER YEAR]). I may use the Elevated Students platform, including its assessments, portrait, prioritized guidance, and AI assistant tools, to support my work with you. Platform outputs are supportive indicators for my professional judgment; they are not diagnoses or determinations, and I remain responsible for the advice I give.

3. Your Authorization and Your Teen's Participation

By signing, the parent or legal guardian confirms that they have authority to engage me on behalf of the family, authorizes their teen (aged 13 to 17, if applicable) to participate in my services, and authorizes me to access and use the family's information (including information held in the Elevated Students platform) as reasonably necessary to provide my services. Where the student is 13 to 17, the student is asked to acknowledge their participation. Where the student is 18 or older, the student engages me on their own behalf.

4. Fees, Payment, and Refunds

My services are provided at the fee I set: [DESCRIBE SERVICES AND FEES]. My fee is my own charge, shown to you separately, and is not set by Elevated Students. You are choosing to work with me and are contracting with me directly for my services by signing this Agreement.

My fee is earned as my services are delivered. Sessions you have received are not refundable. A session that I reserved and made available to you, but that you chose not to attend, may be treated as delivered under this cancellation policy: [DESCRIBE CANCELLATION POLICY]. If you cancel or do not complete the remaining sessions, amounts for sessions that were neither delivered nor reserved are returned to you.

For your convenience, Elevated Students may collect payment from you on my behalf as my agent and as a payment-facilitation service, and my fee is shown to you as my own separate charge rather than bundled together with Elevated Students' charges. Your payment is collected in advance and held by the payment processor, and my share is released to me as I deliver the agreed sessions; amounts for sessions not delivered or reserved are returned to you. However billing is presented, Elevated Students is collecting my fee on my behalf; it is not the provider of my services and is not a party to this Agreement. I am responsible for providing the services, and you are contracting with me for them.

5. Data and Privacy

With respect to the information I collect and keep to provide my services, I am an independent data controller. I will keep your information confidential, use it only to serve your family, and not sell or share it. You may ask me to access, correct, or delete the records I hold by contacting me at [ADVISOR CONTACT].

Your information within the Elevated Students platform is handled by Elevated Students under its own Privacy Policy (elevatedstudents.ai/privacy-policy), and Elevated Students and I share your information with each other only to serve your family, under a data sharing agreement between us. Because Elevated Students and I each keep our own records, a request you make to one of us applies to that party's records and does not automatically require the other to act; if you want both of us to delete or change your information, let us both know and each of us will act on the records we hold, subject to any records either of us must keep by law or professional obligation.

6. Recording of Sessions

If our sessions are recorded (including voice sessions facilitated through the Elevated Students platform, or recordings I make using [RECORDING TOOL, IF ANY]), recordings are used to create transcripts and summaries to support our work. You will be notified at or before the start of any recorded session. By signing, the parent or legal guardian consents to the recording of sessions involving their minor teen, and an adult student consents to the recording of their own sessions. You may ask that a session not be recorded.

7. Confidentiality

I will treat what your family shares with me as confidential and will not disclose it except to provide the services, with your permission, or where disclosure is required by law or is necessary to protect the safety of the student or another person. Confidentiality is subject to the safety and reporting responsibilities in Section 8.

8. Safety and Mandatory Reporting

The wellbeing of your teen matters to me. I am not a crisis or emergency service. If I reasonably believe a student is at risk of harm, I will act consistent with applicable law and may be required by law to report suspected abuse or a child at risk to the appropriate authorities. If your child is in crisis or you have concerns about their safety, contact a qualified professional or emergency services immediately.

9. Term and Termination

This Agreement begins when signed and continues until the services are complete or either of us ends it. Either of us may end this Agreement at any time on reasonable notice. On termination, any fees for services already provided remain payable, and each of us will handle the records we hold in accordance with Section 5.

10. Disclaimers and Limitation of Liability

I provide my services in good faith and with reasonable professional care, but I do not guarantee any particular outcome, including any academic, admissions, developmental, or personal result. To the maximum extent permitted by law, my total liability to you arising out of or relating to my services is limited to the fees you paid to me for the services giving rise to the claim. This does not limit any liability that cannot be limited by law.

11. Relationship to Elevated Students

Elevated Students (Elevated Environments LLC) provides the platform I may use and is an independent data controller of the information it holds, but it is not a party to this Agreement and is not responsible for my advice, my services, or my conduct. Your use of the Elevated Students platform is governed by your separate agreement with Elevated Students and its Privacy Policy. Nothing in this Agreement makes Elevated Students responsible for the services I provide to you.

12. General

This Agreement is governed by the laws of [STATE], and any dispute will be resolved in the courts or by the dispute-resolution method stated here: [DESCRIBE, FOR EXAMPLE, GOOD-FAITH NEGOTIATION THEN THE COURTS OF THE ADVISOR'S COUNTY, OR MEDIATION/ARBITRATION IF THE ADVISOR PREFERS]. If any provision is unenforceable, the rest remains in effect. This Agreement is the entire agreement between you and me regarding my services and replaces any prior understanding on that subject. I may update my standard terms for future engagements, but changes do not apply to this engagement without your agreement.

Signatures

Parent or Legal Guardian

Name: ______________________________ Signature: ______________________________ Date: __________

Student (if 13 to 17, acknowledgment; if 18 or older, as the engaging party)

Name: ______________________________ Signature: ______________________________ Date: __________

Advisor / Coach

Name: ______________________________ Signature: ______________________________ Date: __________