How to get started

Your initial meeting ( in person or virtual )  is at no charge. The object of the meeting is to discuss your financial questions, concerns and  to determine what areas of planning you need and want help with and how Standard Planning may be able to help. The scope of the work is discussed, as are the potential benefits of having the planning done and an approximation of the time and cost involved. If both you and Standard Planning believe you will realize value from the planning work, a written agreement will be made and a schedule of Next Steps will be developed..