We will arrange an initial, confidential, consultation to discuss their current situation, motivations, and any barriers that are standing in the way of them controlling their money. Depending on the business relationship with the Business Referral Partner, we may keep the two engagements separate, or with the approval of partners and client, may work together to accomplish specific tasks. A tax preparers, for example, may have very specific guidelines that greatly affect the client’s taxable income. A bookkeeper may notice certain trends or possible risks that need to be addressed. Based on their needs, we offer customized plan for their money and the pricing structure applicable. Most likely, they will have homework to prepare for our first working meeting. They may include a business partner spouse in the meetings. Works well for strong earners who have lost control, client family members who need to learn respect for money, and those who have come into a large sum of money.