How it Works

Easy.

  1. We setup a time to talk (click here).  This is just a 15-minute complimentary consult, no pressure!
  2. We gather your information (okay, actually I send you some tools to help, and you do it on your own time).
  3. We meet to discuss the information given. 
  4. We see where you’re at. Where you’d like to go. And help develop a simple yet effective financial plan to get there.

Then what? It’s really up to you at this point (here’s the super detailed version). I mean ,it’s not like we’re getting married. Think of it more like a first date (without being worried about who’s going to pick up the check). :)

Wondering about any ongoing financial planning fees? All we’re here to do is help educate & guide you on the best options that fit your current needs. So you’ll actually be the one to decide next what you’d like to do… And that’s really it. It’s simple.

“Mindy is the person who–when I feel like jumping off a bridge–calms me down and gets me back to happy. My wife says, “I don’t know what you and Mindy talk about, but keep doing it.” It’s the best money I spend because one hour with Mindy gets me grounded, focused and moving in the right direction!” Adam Faber, Mount Vernon, WA

Click here, let’s talk!

Hard to believe, but one strategy session might be all you need (especially if we’re just talking about the practical stuff).  You gather stuff, we meet for a couple of hours, and you get exactly what you need to gain clarity and direction for the foreseeable future.

Want to work on your whackjob?  Getting started on sorting out all of your tangle-y insides requires at least 5 one-hour sessions but we usually see real change in ten sessions.  Still, I like to chat with you to see what’s what before arbitrarily having you sign on for coaching!

What do 'they' say? "I loved that she didn't sell us any financial products but was able to educate us on types of financial accounts we might want to consider. She is such a down to earth person and didn't make us feel like we had to be a millionaire for her to be interested in helping us. I can't say enough about how great her services are." Joanna R., Seattle, WA

Get creative. Click here.