Client Intake

Our Planning Process Explained:

We want to make things simple and direct for you. We believe that there is no substitute for in person, face-to-face interaction. Your situation is important to you and it is important to us. You deserve our complete attention and that is best accomplished when we have a dedicated time and place to engage. When you contact our office either through email (chris.palmer@palmerslay.com) or by phone (601-724-1870), we will schedule an in-person meeting to go over your planning situation. Before the meeting, we will provide you a simple intake form to complete and bring with you to the initial meeting.

You will find during your initial meeting that we provide advice and guidance, not documents. Our time will be focused on your situation and goals, and we will answer your questions. Our charge for the initial meeting is $350. After the initial meeting, you will have the option to implement the planning strategies we discuss, but there is no obligation to continue with our services after the initial meeting.

If you choose to proceed, we will ask you to sign an engagement agreement setting forth the scope of our work and the price for services. We price our services as flat rates to make things simple. We use a pricing sheet for our services that you will see at the initial meeting. If, within five (5) days of our initial meeting, you choose to proceed with our services, we will apply your $350 initial meeting charge as a credit against our price for your services.

In most cases, we will schedule a follow-up meeting approximately one to two weeks after the initial meeting to review and execute your new plan. Occasionally individual circumstances require more interaction, but typically we require only two meetings. We take pride in our ability to simplify and streamline the planning process.