The Process

We have a very flexible process for starting services. Our goal is to meet you where you are at and set up a service that works for you.

If you are interested in finding out more about our services, you can simply contact us to proceed.

If you prefer, you can download the service agreement and client information sheet. We can set up your service when we receive the document. Matching you with a suitable companion can be completed before or after the signing of the documents.

Matching you with a suitable companion can be completed before of after the signing of the documents.

Service Agreement - This is an agreement between the client/guardian/trustee/power of attorney and Plan It Consulting. This document gives us parameters for providing the service. You are only billed for services rendered, not services outlined in the contract.

Client Information Sheet – This form is used to give us the information that we need to provide the service. Please complete with the information that you feel we need to provide quality service.

We would be happy to meet with you and complete the paper work together.