Complimentary Phone Meeting
We offer an initial phone meeting to get to know each other and see if we’re a good fit. Our meeting usually runs about 30 minutes and consists of:
- Discussing your concerns and what you’d like to accomplish
- Reviewing our services and fees
- Answering any questions you may have
- Reviewing what you can expect, and the next steps (completing questionnaire, gathering required documents, signing service agreements, next meeting)
Just have a quick question? Give us a call or send us an email.