When is the Best Time to Get Started?

Once you choose your option for working with us, we can get started based on our availability.

Things to know about getting started

• We only have so many Year-Round Planning spots available, so if you’re interested in that level of service, please let us know as soon as possible!
• If you’re on a Reporting-Only option and want to upgrade to a Year-round Planning option, you won’t have a yearly bill anymore, you’ll invest a simple monthly fee to cover our work together.
• There may be setup or cleanup costs necessary to get you healthy enough to qualify for the planning process, but we will discuss those with you before your enrollment.
• If at any time you wish to downgrade to a “reporting only” option, there may be a one-time fee equal to any work already completed for you that year.