Let's get started!
We have a process for beginning a relationship with a new client. By reviewing our process, it may give you an idea of what to expect when we begin working together.
- 15 Minute Call - By scheduling a no cost, no obligation 15 minute phone call, it will give us both a chance to see if your situation matches our expertise. If we aren't the right firm for you, we will happily point you to a better option for your unique needs.
- Introductory Meeting - The next step is a visit to our office (or a meeting via Zoom). This is when we will learn more about your goals, needs, and concerns. Before this meeting, we will request a few important documents from you. This will help us get a true understanding of where you are. This should take about an hour.
- Review Meeting - Once we have conducted our analysis, we will offer our recommendation. You can expect plain English and simplicity. We want to distill this down to the basic steps needed to get you on the right track.
- Get Started - Once you have a feel for who we are, you can make an informed decision about whether or not we are a good fit. If you decide to work with us, we can get started. If you decide not to continue, we will not take it personally. In fact, we will wish you the best and help you find someone who may be a better fit for you. There is never any pressure on you to say yes.