Our Process

We offer a no-cost 45-minute client strategy session for anyone interested in learning more. Simply contact us to schedule a time that works for you. During this session, we will explore what you’d like to accomplish, our services and fees, our client onboarding process and determine whether we’re a match.

If you choose to hire us, we take you through our client onboarding process: a series of discussion and strategy sessions. Through this process, we create a personalized plan that will set you on the path to accomplish the goals most meaningful to you. Our typical new client onboarding process as illustrated below is generally accomplished over four to six meetings.

New Client Onboarding Process