Mindful Money Financial Counsel
This is a one hour meeting for new clients. We will provide you with questionnaires and worksheets before the meeting to start the financial planning process. If you are seeking a one time financial plan and/or an ongoing relationship, we will use this session to learn more about you, your financial goals, values, current money concerns, and the scope of what you'd like us to include in your plan. At the end of the meeting, we will provide a flat-fee estimate and outline for your financial plan. If you are unsure you are ready for a written financial plan, we can use this time to get to know each other and verbally address your most pressing financial questions.
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Rates, surcharges and fees are advertised on Mindfulmoneyfinancial.com
Sentiment Analysis
Methodical, easy to follow, and fruitful financial counsel.
He is the best
Honestly, I went to the meeting nervous, concerned about being judged about our situation and decisions we made, and also concerned that the solutions we received would be hard to maintain.
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