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The Plan Writers

4.2 (31 reviews)
Open 6:00 am - 7:00 pm

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Review Highlights - The Plan Writers

I've consulted with dozens of advisors, and none have been as helpful, patient, or knowledgeable as Matt.

Mentioned in 18 reviews

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Dealing with Scot Fagerland was a great and smooth process that I would recommend to anyone looking…read moreto get their idea patented. Dealing was Scot was effortless and made me feel heard. You start by setting up an in person meeting, which I prefer, he can also do zoom/phone calls and e-mails as well. He'll ask questions and walk you through the whole process including getting an illustrator. Once the whole patent package is ready he'll submit it to the Patent Office and then wait to get it issued (this can 12-14months btw). Currently I'm just waiting for mine to be issued but overall dealing with Scot was very professional and I appreciated that very much!

I would absolutely not recommend Scot for any IP services. He nearly cost us our design patent on a…read moreVERY simple design. After receiving our second office action and a 'final rejection' from the USPTO, we could no longer trust in Scot, decided to cut our losses and hired an attorney on upwork who thankfully reversed it, and was issued our design patent in June of 2023. A whole 2 years and 3 months after we initially hired Scot which included rocket docket! Don't be fooled by his so called "competitive rates" because it's still severely overpriced for his level of experience, inattention to detail and lack of due diligence. And let me assure you... the reason for our final rejection was 100% the fault of Scot! So the way I see it, either he purposely sabotaged our case to maximize his gains thinking we'd just continue to pour money into office action, after office action, or he's simply that incompetent... take your pick and that's what you get hiring Scot!

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Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

The Plan Writers - businessconsulting - Updated May 2026

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