When you inquire, we’ll briefly discuss your situation and provide assistance and answers to your questions about the Mindful Planning experience.
After this initial conversation, we’ll schedule an in-person or online “pathfinder” meeting to further explore your financial situation, goals, and preferences. This will reflect your unique history and help determine if we’re a good fit for you. There is no charge for this meeting.
If it’s mutually agreed upon to engage our services, we’ll continue by creating a draft of your plan for further discussion. If the plan draft provides substantial benefit vs cost, we’ll discuss the scope, expected benefits and terms for final plan completion.