Logistics & Policies
Where Do We Meet?
You always have the option of meeting in-person or Skype/Join.Me; we find that it makes for a more relaxed meeting if we come to you (hang with you around your kitchen table, pet the dog and the kids).
When Do We Meet?
We meet during normal business hours, of course . . . but also we keep some appointments outside of normal business hours (evenings and Saturdays go fast).
It usually takes about 2-4 weeks or so to get into Mindy’s schedule.
What Happens When?
After you fill out our information form, Melissa will help you schedule a chat with Mindy via phone to make sure it’s a fit.
If the process sounds good, Mindy will help answer questions, describe next steps and help you with specific needs. We send you an email with all of the logistics we discussed, plus some “Homework” to get you started a-gathering.
When/if you decide you’re ready to go, we choose a meeting slot for the in person meeting–and then through the confirmation process, we will schedule an initial phone call about two weeks before that with one of our data managers to go over the data you have submitted (we call it a Discovery Call). To hold those meeting slots, we’ll invoice you 50% of the session fee immediately, and then collect the other 50% at the actual, in-person meeting.
When we schedule a meeting, we’re blocking out time not only to meet, but to perform an analysis, so when we send the 50% invoice, it’s to cover our time and shoo others away from our slot. This means we need that initial invoice paid within 3-4 days to hold that spot. If you need to reschedule, that’s cool, but the initial deposit ensures that we don’t spend hours reviewing your data and you go POOF and disappear, never to be seen again :o) It also ensures that you’re serious about moving forward and we’re not holding space in our calendar for someone who is going to flake!
When we receive payment, then we open a Dropbox for you to fill with all of your good, interesting financial data so we can start analyzing immediately! We need a minimum of 2 weeks between receiving all of the data and our meeting to do you justice, but we will review your data on the Discovery Call.
How Long Is The Fee Good For?
Our attitude at Creative Money LLC is that when you do a comprehensive or strategy session, you should be able to move forward for about two years without us nitpicking at you. During that time, you can email us and get all of the virtual hand-holding you need to implement the plan and make sure you continue to move forward. We don’t charge for this.
Most of our clients know when it’s time to pay a fee again, and they tell us it’s time! Usually when you experience a major life event–new job, new home, new partner, new baby–then it’s time to re-jig the plan.
There ARE reasons you might pay an additional fee in less than the 18-month-to-2-year mark: you want more frequent mindset money coaching to focus on the less practical stuff and more on your thinking and behavior. Or accountability coaching if you’re getting stuck. Or, maybe something drastic happens and we need to pow-wow to adapt your plan. But these are typically things that we decide together, after this first scope is done.