Getting Started

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.