In the past, I guaranteed satisfaction with the plan document before payment. Why is this not a good idea?

Because now you are putting the review of the quality of your work in the hands of an amateur and adding a very big burden of time and responsibility for them to do something they are not qualified to do: review and approve your work as a professional. Be confident that your plan will be excellent because you are a professional. Remember, the next meeting is called the “Implementation Meeting” and NOT the plan presentation meeting. I appreciate that you are new to Values Based Financial Planning™, the transition you are going through from presenting plans to implementing plans and shortening the process for the benefit of your clients is normal. You’re going to love it… and more importantly so will your new clients.