Consultation path

How engagements run

1. Inquiry — You describe your situation and preferred meeting format (Nimman office or video). We confirm whether planning scope fits our practice.

2. Preparation pack — Before the first session you receive a short checklist: income sources, recurring costs, insurance summaries, and any existing spreadsheets. No perfect numbers required—ranges are fine.

3. Working session — We map cash timing, reserves, and tax set-asides together. You can ask questions in plain language; we document decisions as we go.

4. Written summary — Within a few business days (proposed timeline, pending business confirmation) you receive a memo capturing targets, open questions, and suggested review date.

5. Plan reviews — On your chosen cadence we revisit assumptions, especially after large contracts or lifestyle changes.