Book a Call

Unless you are a previous client, all of my engagements begin with a Jump Start service. The benefit of having an affordable, less structured, initial meeting is to allow me to ascertain how best I can assist your specific needs, while at the same time being able to quickly provide feedback, guidance and recommendation complicated and/or more urgent matters

Step One: Choose an appointment type.

Step Two: Pick a preferred time to meet. For Returning Clients, choose a 2 hour time slot and we can adjust as needed after I have more information. Complete the intake form . Submit.

Step Three: You will receive a confirmation email.

Step Four: I will make contact with you directly asking for clarification or additional information as needed to prepare for our meeting, as well as provide you with a Letter of Engagement which I need signed prior to our meeting.

Step Five: We have our call. Payment arrangements are made. Questions are answered.

Step Six: You will receive a follow up email with any notes, recommendations, resources or action steps that we discussed.

Note:

• During our engagement, I may uncover an area of your planning which I feel needs attention. If it is something that I can answer for you in short order, then I will. If additional homework is required, then I will quote you for my estimated time . If it is something like prioritizing a current will, then I will simply bring attention to it, explain any concerns I may have and will provide guidance for next steps. I will always bring attention to any concerns I may have, even if it is not in the scope of our agreed to meeting.

• If you have any questions about the above process, prior to Booking a Call, then please go to my Contact Us page and send me a quick email.