Logistics & Policies
Where Do We Meet?
You always have the option of meeting in-person or Skype/Join.Me (with the exception of our starter sessions, those are virtual unless we specifically state otherwise to you). 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).
And here are our coworking spaces where we can meet if you prefer:
- 500 Yale Avenue North, Seattle, WA 98109 (South Lake Union)
- 10400 NE 4th Street, Bellevue, WA 98004
- 8201 164th Avenue NE, Suite 200, Redmond, WA 98052
- 114 W Magnolia Street, Suite 505, Bellingham, WA 98225
When Do We Meet?
We meet during normal business hours, of course… but also we keep some appointments outside of normal business hours (evenings go fast). For appointments after 5:00 p.m., we are happy to meet in your home or at one of our coworking spaces in Redmond or Seattle.
It usually takes some time to get into the schedule, so plan ahead.
What Happens When?
After you fill out our information form, someone from our Client Care Team 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.
By the way, we take your privacy very seriously, and we never share your data. Ever.
When/if you decide you’re ready to go, you choose a meeting slot. 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. If it’s a virtual meeting, we’ll collect the second half of the fee a few days prior.
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 your 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, 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.
How Long Is The Fee Good For?
Our attitude at Creative Money LLC is that when you do a session, it’s a year-long package. During that first year, 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 extra for this–it’s part of the package. We will also check in with you periodically to see how things are going and answer any questions along the way.
After the first year, some clients want to maintain the same level of virtual support and accountability. Or maybe they want a partial update at the 18 month market. Many of our clients find it helpful to do a new plan after about 2 years. We find how you move forward sort of depends on when clients experience a major life event–new job, new home, new partner, new baby – then it’s time to re-jig the plan. Regardless, most of our clients know when it’s time to pay a fee again, and they tell us it’s time! We have plenty of different scope sizes for existing clients that we can walk you through after the first package is over in 12 months.
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 and agree upon together.