Maybe you are about to sign a contract that does not quite feel right. Maybe you are comparing planners and wish you had someone objective to weigh in. Maybe you are early in the process and want to make sure you are building on a solid foundation before you go any further.
This is a single, comprehensive review of where you are, what you are walking into, and what I would do if I were in your position.
What we cover:
Your overall vision and where the planning currently stands
Budget strategy and where the risks are hiding
Planner proposals and how to evaluate them
Vendor contracts and what to watch out for
Timeline assessment
A written action plan you can actually use
This is the right fit if you are:
Newly engaged and want to start on solid ground
Choosing a planner and want a trusted second opinion
Evaluating vendors before committing
A family member who wants clarity before the big decisions are made