Professional Disclaimer
Last updated October 19, 2026
Understand the educational scope of this work, what it does not provide, and how to interpret research, testimonials, and continuing education statements.
On this page
1. Educational scope
Whole Person Conversations provides educational skill development for professional conversations. Its programs, sessions, materials, website, and podcast are not therapy, counseling, mental health treatment, or medical care. They are not legal, tax, investment, or financial advice and are not a substitute for advice from a qualified professional who understands your circumstances.
Visiting the site, applying, enrolling, or attending a session does not create an advisor-client, therapist-client, attorney-client, or other professional relationship with Whole Person Conversations, LLC or Melissa Douaire. You remain responsible for your professional judgments, client communications, and decisions.
2. No promised outcomes
Participation does not guarantee a particular skill level, client response, client retention, referral, revenue, business result, professional result, or family outcome. Individual experiences and results vary. Examples and participant accounts are illustrative of individual experience and are not a promise that you will achieve the same result.
3. Statistics and research
Statistics and research referenced on this site are attributed to Kehrer Group and RFI Global, 2026; Natixis, 2026; and Cerulli, 2024, as identified with the related statements on the relevant pages. They are included for context, not as a forecast or a guarantee of an outcome. Research may use different populations, definitions, dates, and methods; consult the cited research for its scope and methodology before relying on a figure.
4. Continuing education
Any continuing education credit is subject to the approval status of the particular program and applicable CFP Board policies at the relevant time. This page does not state that a program or provider has CFP Board approval, acceptance, or accreditation. Before enrolling or relying on a credit claim, confirm the program’s current status and applicable requirements. Each participant is responsible for determining eligibility, completing applicable requirements, and reporting credit accurately.
5. Testimonials and endorsements
Testimonials reflect the experiences of specific individuals at the time of their engagement. They are shared with consent, and individual results are not representative of all participants. A testimonial is not a guarantee of your experience or result. No payment or incentive is provided for a testimonial unless a material connection or incentive is expressly disclosed alongside it. Endorsements are presented in accordance with applicable Federal Trade Commission endorsement guidance; material relationships, where applicable, should be disclosed clearly with the endorsement.
6. Credentials and descriptions
Credentials and professional descriptions on this site are stated as accurate as of October 19, 2026. A credential description does not imply that a regulator or professional organization endorses this program. Verify current credential status and scope with the issuing organization when that information matters to your decision.
7. External links and podcast
This site may link to third-party websites, services, research, or the Fiduciary Alchemy podcast episode featuring Melissa Douaire. Whole Person Conversations, LLC does not control third-party content, privacy practices, or availability. A link or appearance is provided for information and does not constitute an endorsement, professional recommendation, or adoption of every statement made by another publisher or speaker.
8. Urgent and crisis situations
This program and website are not an emergency service and are not designed to assess or respond to an immediate safety crisis. If you or someone you know is in crisis, contact local emergency services or the 988 Suicide and Crisis Lifeline in the United States. If there is immediate danger, contact local emergency services now.
9. Limitation of liability
To the extent permitted by applicable law, limitations concerning responsibility and damages are described in the Terms and Conditions. Nothing in this disclaimer limits any right or liability that applicable law does not allow to be limited.
10. Contact
Questions about this disclaimer may be sent to [email protected].