Logistics & Policies
Where Do We Meet?
We meet with clients virtually using Zoom (or another platform of your choice) or at one of our two WeWork locations.
For our virtual meetings, we share our screen, so you won’t miss out on anything that you would by meeting in person.
Here are our two co-working spaces where we can meet:
- 1201 Third Avenue, Suite 2200, Seattle, WA, 98101 (Downtown)
- 800 Bellevue Way NE, Bellevue, WA 98004 (Bellevue Place)
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). By the way… it usually takes some time to get into the schedule, so plan ahead.
What Happens When?
We always start with a no-commitment initial consult call. To schedule that, we ask that you fill out our prospective client intake form.
Once you complete it, you can book your call by using the link provided after submitting your form, or, someone from our Client Care Team will reach out to you by email within a day or so to help you schedule your consult call with Mindy. If you don’t see an email, be sure to check your spam folder, promotions folder, etc. as our emails have ended up in all sorts of strange places other than the inbox!
During your initial call, Mindy will answer questions, describe the next steps, and help you with specific needs. After the call, we send you an email with all the logistics we discussed, plus some “Homework” to get you started a-gathering.
When/if you decide you’re ready to go, it’s important that you choose a meeting slot and schedule BEFORE starting on your homework. Depending on the time of year, it can often take several weeks to get in to see us… and we don’t need your homework until two weeks prior to your session. So, schedule first, homework later!
To hold your meeting slot, we will 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 7 days to hold your 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 are serious about moving forward and we’re not holding space in our calendar for someone who is going to flake!
After you schedule, we will send you a contract to sign electronically. We also open a shared Dropbox folder for you to fill with all your good, interesting financial data so we can start analyzing immediately! We need a minimum of 2 weeks between receiving all the data and our meeting to do you justice.
By the way, we take your privacy very seriously, and we never share your data. Ever.
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 the virtual handholding 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 throughout the year 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 mark. Many of our clients find it helpful to do a new plan after about two 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 options 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 to continue using us as your financial sounding board. 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.