By accessing our website, purchasing our services, or engaging with SOAR Educational Services, INC ("SOAR," "we," "us," or "our"), you ("Client," "you," or "your") agree to be bound by these Terms & Conditions. These terms constitute a legally binding agreement between you and SOAR Educational Services, INC. If you do not agree to these terms, you must discontinue use of our services immediately.
SOAR provides educational advocacy, IEP coaching, special education guidance, and related educational consulting services grounded in our From Chaos to Collaboration℠ methodology and rightful presence philosophy. Our services include but are not limited to:
Our services DO NOT include:
SOAR Educational Services and Latina Nickelson, M.Ed are NON-ATTORNEY advocates. We are not licensed to practice law and do not provide legal advice, legal representation, or legal services. All guidance provided constitutes educational advocacy and opinion-based recommendations only.
NO ATTORNEY-CLIENT RELATIONSHIP is created through our services. For legal advice, legal representation, or interpretation of laws and regulations, you must consult with a qualified attorney licensed in your jurisdiction.
We strongly recommend consulting with a qualified special education attorney for:
SOAR Educational Services adheres to the ethical standards established by the Council of Parent Attorneys and Advocates (COPAA) and maintains professional membership with relevant advocacy organizations. Our advocate, Latina Nickelson, M.Ed, maintains ongoing professional development through continuing education in special education law, advocacy practices, and related fields. We are committed to providing competent assistance that includes special education knowledge, reasonable preparation, skill, and thoroughness necessary for effective advocacy.
SOAR Educational Services utilizes various technology tools, including artificial intelligence (AI) systems, to enhance the quality, efficiency, and accessibility of our advocacy services. These technologies assist in document analysis, strategy development, research, communication template generation, and other advocacy support functions. Client acknowledges that aspects of the Services may be performed, generated, or supported using artificial intelligence systems. SOAR remains responsible for the overall performance of the Services and maintains human oversight of all AI-assisted outputs.
When you use our Services, you provide us with materials such as educational records, IEP documents, correspondence, and related information ("Your Content"). You retain ownership of Your Content. To provide our services effectively, you grant SOAR a limited license to use Your Content solely for the following purposes:
This license is worldwide, non-exclusive, royalty-free, and limited to the duration of our service relationship, except that the rights described in Section 4.6 and Sections 11.4 through 11.6 continue after the service relationship ends. We will not sell or license Your Content to third-party data brokers, and we do not provide Your Content to outside companies for the purpose of training their artificial intelligence models.
Client understands and acknowledges that generative AI is a developing technology. The following important considerations apply:
Accuracy: AI-generated content or outputs may be subject to error or limitations. Client understands that all AI-assisted outputs are reviewed by SOAR's advocate before being provided to Client, and Client is responsible for reviewing and verifying any materials before use.
Human Oversight: SOAR maintains human oversight of all advocacy services. AI tools assist our work but do not replace the professional judgment, expertise, and personal attention provided by Latina Nickelson, M.Ed.
No Guarantee: SOAR does not guarantee the accuracy or reliability of outputs generated by AI systems when used outside of our direct service relationship. Any materials provided are for educational and advocacy purposes within the context of our professional relationship.
When AI tools are utilized, Your Content may be processed through secure, industry-standard technology platforms. SOAR takes reasonable measures to protect Your Content, including using services that comply with applicable data protection standards. Client should not provide information that is not necessary for advocacy services, and should exercise caution when sharing sensitive information not directly related to the advocacy matter.
Client agrees to:
SOAR builds and maintains its own advocacy tools. These include templates, letter and script libraries, checklists, planning guides, reference materials, internal knowledge bases, strategy databases, and AI-assisted systems configured by SOAR to support advocacy work.
Client agrees that SOAR may use Your Content, along with the analysis, strategies, communications, and work product generated in the course of your matter, to build, configure, test, refine, train, tune, and improve these tools. Client grants SOAR a perpetual, irrevocable, worldwide, royalty-free right to do so. This right survives termination or expiration of the service relationship.
The following limits apply to this use:
All tools, systems, templates, libraries, databases, configurations, and outputs developed under this section are the exclusive property of SOAR Educational Services, INC. Client acquires no ownership interest, no license to the tools themselves, and no claim to revenue derived from them.
In plain language: Every family we work with teaches us something about how these systems respond. What we learn goes into building better letters, better scripts, and better tools for the next family. Your file stays inside our own secured systems. Nothing with your name, your child's name, or your school on it goes into anything another family sees.
If you are currently engaged in due process proceedings, working with an attorney, or considering litigation, you must disclose this information before engaging our services. We reserve the right to decline services or require legal counsel clearance to avoid conflicts of interest.
If you are working with another advocate, Latina Nickelson, M.Ed will serve as lead advocate, and our strategic approach will take precedence. This prevents conflicting advice and ensures coordinated advocacy efforts.
Client agrees not to misuse SOAR services. Prohibited activities include:
Service fees are as set forth in the current SOAR Educational Services Pricing Guide, service agreement, or as otherwise quoted in writing. Current pricing information is available upon request by contacting info@soareduservices.com or during your initial consultation. SOAR offers a range of service packages to meet diverse family needs, including ongoing partnership memberships, intensive strategy sessions, direct meeting support, comprehensive year-round advocacy, young adult transition services, and specialized complaint and mediation support.
All fees are due in advance of service delivery unless otherwise specified in writing. Pricing is subject to change without prior notice, though existing contracts will honor original pricing.
We believe every family deserves access to quality advocacy support, regardless of financial circumstances. Qualifying families may apply for reduced-rate advocacy support through our Community Access Program. Contact SOAR at info@soareduservices.com to request an application.
Unpaid balances incur 2% monthly interest plus administrative fees. Collection efforts will be billed to the client account at the applicable hourly rate.
Collaboration Foundation membership offers monthly or annual billing cycles as set forth in the current Pricing Guide. Memberships include access to live programming, content portal, and community interaction. One-on-one consulting requires separate payment or applicable service package.
Recurring charges are authorized per your selected plan. Cancellations must occur at least three (3) business days before the next billing date through the membership portal or by contacting info@soareduservices.com. To avoid renewal, please disable auto-renewal or contact us before the next billing date.
Failed payments must be resolved within five (5) business days to maintain access. Sharing login credentials is prohibited and may result in immediate termination without refund.
All materials, methodologies (including From Chaos to Collaboration℠), courses, and content are copyrighted to SOAR Educational Services, INC. Personal use is permitted for clients; redistribution, reproduction, or commercial use requires written consent.
Program materials are licensed for personal use only. Unauthorized use, sharing, or commercial exploitation may result in legal action and significant financial penalties.
SOAR maintains no ownership rights in client-provided materials but is not liable for loss or damage of client materials however caused. Client retains all rights to their own educational records, correspondence, and personal information.
Materials created through AI-assisted processes during the course of our services are provided for Client's use in their advocacy efforts. SOAR claims no ownership rights in advocacy documents, letters, or strategy materials created specifically for Client's matter. Client is responsible for reviewing all materials before use.
Books, articles, courses, presentations, and training materials developed by SOAR that draw on de-identified professional experience under Section 11.4 are the exclusive intellectual property of SOAR Educational Services, INC and its author, including all copyright, publishing, adaptation, and derivative rights. Client acquires no ownership interest and no claim to proceeds from any such work.
All tools, templates, script and letter libraries, checklists, knowledge bases, databases, system configurations, and AI-assisted systems developed or refined by SOAR under Section 4.6 are the exclusive intellectual property of SOAR Educational Services, INC, including all improvements derived from work performed for Client. Nothing in these Terms grants Client any right, title, or interest in those tools.
We provide NO GUARANTEES regarding specific outcomes, school district responses, or IEP process results. All services are provided on a best-effort basis with no warranty of particular results. Educational advocacy involves collaboration with school teams, and outcomes depend on many factors beyond SOAR's control.
SOAR does not guarantee the accuracy or reliability of outputs generated by AI systems. AI-assisted content is provided subject to human review and professional judgment. Client understands that technology tools are aids to professional service delivery and do not replace the expertise and judgment of qualified advocates.
SOAR's total liability is limited to the lesser of: (a) compensation received for the specific services in question, or (b) $5,000 in the aggregate for all claims.
IN NO EVENT SHALL SOAR BE LIABLE FOR ANY SPECIAL, INCIDENTAL, PUNITIVE, CONSEQUENTIAL, OR INDIRECT DAMAGES, including but not limited to lost profits, emotional distress, or educational delays, even if advised of the possibility of such damages.
SOAR maintains professional liability insurance covering errors and omissions, general liability, and cyber liability in amounts consistent with industry standards.
Clients must provide accurate, complete, and timely information. Failure to disclose relevant information may impact service effectiveness and outcomes. Client shall keep SOAR fully informed of any occurrences or developments that might affect the progress or outcome of the educational matter.
Primary communication occurs via email. Text messaging and social media are discouraged for case-related matters to maintain proper documentation.
For services including meeting attendance, the following requirements must be met:
Clients are responsible for maintaining their own copies of all documents and records. SOAR is not responsible for client document storage or retrieval. We recommend clients maintain organized records of all IEP documents, correspondence, and advocacy materials.
SOAR maintains strict confidentiality of all identifiable client information in accordance with FERPA regulations and professional standards, except as required by law, as permitted by Section 11.4 below, or with written client consent. SOAR obtains client permission prior to discussing any identifiable client matter with anyone other than the client.
Client records are maintained for a minimum of five (5) years after last activity, then securely destroyed unless legal obligations require longer retention. De-identified material created under Section 11.4 is not a client record and may be retained indefinitely.
No identifiable client information is shared without signed written releases, except as required by law or to prevent imminent harm. When technology platforms are used in service delivery, Client information may be processed in accordance with those platforms' privacy policies; SOAR uses commercially reasonable efforts to select platforms with appropriate data protection measures.
SOAR Educational Services, INC and Latina Nickelson, M.Ed engage in professional teaching, training, speaking, and writing about educational advocacy. This work includes books, articles, blog posts, newsletters, courses, workshops, presentations, social media content, podcast and video content, and training materials for families, advocates, and school personnel.
Client agrees that SOAR may use information arising from the service relationship for these purposes only in de-identified form, as described in Section 11.5. This includes patterns, situations, school responses, meeting dynamics, strategies used, outcomes, and lessons learned.
This use is a permitted exception to Sections 11.1 and 11.3 and does not require a separate release, provided the de-identification standards in Section 11.5 are met.
Before any information is used for the purposes described in Section 11.4, SOAR removes or alters details that could reasonably identify a child, a family, or a school. At minimum:
No IEP, evaluation report, educational record, correspondence, or other client document is reproduced, quoted at length, or displayed in identifiable form in any published or training material. Sample documents used for teaching are constructed or fully redacted.
Any use of a client's real name, photograph, voice, likeness, child's name, school name, or an identifiable account requires a separate signed release obtained in advance. Testimonials are governed by their own consent and are not covered by this section.
Client grants SOAR a perpetual, irrevocable, worldwide, royalty-free right to use de-identified information as described in Sections 11.4 and 11.5. This right survives termination or expiration of the service relationship and survives these Terms.
All resulting books, articles, courses, presentations, and training materials are the sole property of SOAR Educational Services, INC and its author. Client acquires no ownership interest, no editorial or approval right, and no claim to royalties, advances, fees, or other compensation arising from any published or training work. Client waives any such claim.
Client may request in writing that their family's situation not be used under Section 11.4. Send the request to info@soareduservices.com. SOAR will honor the request going forward. Because published works and training materials cannot be recalled once released, an exclusion request applies to material not yet published and not already in production at the time the request is received. Requesting exclusion does not affect the advocacy services you receive, and it does not change your fees.
The parent or legal guardian entering this agreement represents that they hold the legal authority to consent to the use of de-identified information concerning their minor child or the young adult they support, and that they consent on that basis. Where a young adult client has reached the age of majority and holds their own educational rights, that client consents on their own behalf.
In plain language: Advocacy work teaches us things other families need to hear. What we learn together may show up in a book, a class, a post, or a training. When it does, your name is not in it, your child's name is not in it, your school is not in it, and the details are changed so no one can point at the page and say that is your family. If you would rather your situation not be used at all, tell us and we will honor it. Nothing about your services changes either way.
Latina Nickelson, M.Ed's unavailability during holidays, personal time, and professional obligations is acknowledged. Alternative arrangements will be made when possible.
Client agrees to indemnify and hold harmless SOAR Educational Services, INC and Latina Nickelson, M.Ed from any claims, damages, losses, or expenses arising from or related to advocacy services provided, except for gross negligence or willful misconduct.
These terms are governed by Florida state law. Any legal action must be brought in the appropriate courts of Florida.
Before initiating any formal proceeding, Client agrees to contact SOAR at info@soareduservices.com with a detailed description of any dispute and the relief sought. SOAR will attempt to resolve the dispute informally within 30 days.
If informal resolution is unsuccessful, parties must attempt good-faith mediation through a qualified neutral mediator in Florida before initiating legal action.
The prevailing party in any legal action is entitled to reasonable attorney fees and costs.
SOAR is not liable for delays or failure to perform due to circumstances beyond reasonable control, including but not limited to natural disasters, pandemics, government actions, technology failures, or other unforeseeable events.
Either party may terminate services with thirty (30) days written notice. Outstanding balances remain payable. Immediate termination is permitted for material breach. If SOAR terminates services for cause, no refund will be provided. Client may stop using services at any time, but fees for services already rendered are non-refundable.
If any provision is deemed unenforceable, the remainder of these terms remains in full effect.
Terms may only be modified in writing and signed by both parties. Website updates to terms apply to future services only. If an update affects your use of services or your legal rights, we will notify you prior to the update's effective date.
These Terms contain the entire agreement between you and SOAR regarding the Services and supersede any prior or contemporaneous agreements or terms and conditions applicable to the subject matter of these Terms.
Clients are encouraged to read and understand all materials and rights related to their cases. Questions should be directed to SOAR before service commencement.
Sections 4.6, 8, 9, 11.4 through 11.8, 13, and 14 survive the termination or expiration of these Terms and the end of the service relationship.
SOAR Educational Services, INC, represented by Latina Nickelson, M.Ed, Special Education Advocate & IEP Coach.
Contact Information:
Email: info@soareduservices.com
Phone: 407-593-4487
Address: 7901 4th Street N. #8539, St Petersburg, FL 33702
We collect information necessary to provide advocacy services, including:
Information is collected to:
When AI tools are used to assist in service delivery, your information may be processed through secure technology platforms. This processing is limited to the purposes described in Section 4 of these Terms and is subject to human oversight by SOAR's advocate.
SOAR uses technology platforms that may process your information in accordance with their respective privacy policies. We select providers with appropriate security measures and data protection practices. Your information will not be sold to third parties or used for purposes unrelated to your advocacy services.
We collect and process only the information necessary for providing effective advocacy services. Clients should not provide sensitive information beyond what is required for their advocacy matter.
We also use information from our advocacy work to build and improve our own advocacy tools, including templates, script and letter libraries, checklists, reference materials, and AI-assisted systems we configure ourselves. Identifiable information used this way stays inside our own secured systems and is seen only by SOAR personnel. Anything that goes into a tool other families see is de-identified first. We do not sell your information and we do not hand it to outside companies to train their AI models. You may ask us to exclude your information from future tool development by writing to info@soareduservices.com. The full terms are in Section 4.6 of our Terms & Conditions.
We use de-identified information from our advocacy work to teach, train, speak, and write about special education advocacy, including in books, courses, presentations, and published materials. De-identified means all names, school and district names, locations, dates of birth, identification numbers, and other identifying details are removed or changed, and accounts are frequently written as composites drawn from more than one family. De-identified material is no longer personal information and is not subject to the access, correction, deletion, or portability requests described in Section 6. You may ask us not to use your family's situation in this way by writing to info@soareduservices.com, and we will honor that request going forward. The full standard is set out in Section 11.5 of our Terms & Conditions.
Personal information is shared only:
We do not share, sell, or rent personal information for marketing purposes.
We implement industry-standard security measures including:
You may request copies of all personal data we maintain about you, including any data you have provided to us.
You may request corrections to inaccurate information or deletion of personal data, except information we are legally required to retain.
Upon request, we will provide your data in a commonly used, machine-readable format.
You may withdraw consent for data processing at any time, though this may limit our ability to provide services.
The rights described in this section apply to personal information. They do not extend to de-identified material described in Section 3.5, which no longer identifies you and cannot be traced back to your family. Requests to be excluded from future de-identified use are handled under Section 11.7 of our Terms & Conditions, and requests to be excluded from future tool development are handled under Section 4.6.
All educational record handling complies with Family Educational Rights and Privacy Act (FERPA) requirements, including consent requirements and confidentiality protections.
Special protections apply to information regarding minors under 18, including enhanced consent requirements and restricted sharing protocols. No identifiable information about a minor appears in any published or training material. Use of de-identified information concerning a minor is consented to by the parent or legal guardian under Section 11.8 of our Terms & Conditions.
In the event of a data breach affecting personal information:
For privacy-specific concerns, questions, or requests regarding your personal data:
Privacy Officer: Latina Nickelson, M.Ed
Email: info@soareduservices.com
Phone: 407-593-4487
Address: 7901 4th Street N. #8539, St Petersburg, FL 33702
We respond to privacy requests within thirty (30) days of receipt.
We may update this Privacy Policy to reflect changes in our practices or legal requirements. The effective date below reflects the most recent update. Where an update materially affects your rights, we will notify you before the change takes effect.