A Guide and
Thought Partner
The Mirus Method
Are we a Fit?
Determining if we are well-suited is an essential part of our process (no cost or obligation).
• Schedule a 20-minute Fit call to determine if your needs match our skills and if we feel we would work well together.
• If our connection feels right, we send a Getting to Know You survey, then conduct a 45-minute call to review answers and clarify objectives.
• Upon proceeding, we provide an engagement letter outlining services to be performed. Our typical engagement (next phase below) lasts 3-6 months and ranges in cost from $3000-$5000.
Exploring & Mapping
Advice & Planning only; no product sales or accounts established.
• Meeting you where you are, exploring your situation in detail, and gathering data to start mapping an ideal path forward.
• Providing input on your strengths that we can help you reinforce and note areas that can be improved.
• Full document outlining findings & strategy is provided at the conclusion of the Exploring & Mapping process.
Ongoing Guidance
After Exploring & Mapping, we are often asked to help implement the outlined strategies and provide guidance to stay on the path of financial well-being—adjusting as life evolves. We only arrive at this place after earning trust and building upon a mutually rewarding relationship. Ongoing guidance is NOT required to work with us but can be explored if a long term relationship is determined best for all.