New Client Process

Step 1 - Discovery Meeting

Virtual/online or phone meeting to clarify your personal or business goals and concerns. In person discovery meetings are possible during non-busy season. Please note: discovery meeting fee will be credited to the accounts of new clients upon becoming new clients.

Step 2 - Client Agreement

Sign our client agreement/engagement letter and provide payment method to be on the path that will allow you to focus more of your time to what you know best!

Step 3 - Analysis & Product Delivery

We take the provided personal and/or financial information and report back to you to where we can add value to your situation or deliver the service agreed upon, then bill your previously provided method of payment,.