During the first four meetings, we'll get acquainted, discuss your goals, build an interactive plan, and get you where you want to be!

We get a lot accomplished in our first four meetings together! If you want to become an ongoing client, we'll continue to meet 2-3 time per year as we tackle all the pieces of your plan.

If you are a stand alone planning client, we'll be done after the first four meetings, but you can always schedule a "check-in" meeting down the line to revisit your plan together.