Initial Advisory Consultation
Start with one focused conversation.
You do not need to have everything figured out before meeting with us. Bring the situation, decision or financial concern that needs clarity. We will start there.
Step 1
Reserve
Complete the $99 consultation payment securely through Stripe.
Step 2
Schedule
After payment, select an available 45 minute appointment.
Step 3
Prepare
Think about what brought you here and what you want greater clarity on.
Step 4
Meet
Work through the situation, priorities and practical next steps with us.
Your Consultation
$99
45 minutes ยท Focused advisory session
- Understand the situation bringing you to us
- Identify the decisions requiring attention
- Separate immediate needs from longer term priorities
- Establish a practical sequence of action
- Determine whether additional support would be useful
Payment is required before scheduling. The consultation fee is separate from any future engagement. Consultation fees are nonrefundable. One reschedule is permitted with at least 24 hours’ notice. Additional terms may apply.
Before We Meet
You do not need to have everything organized.
Come prepared to discuss:
- What brought you here: The decisions or concerns on your mind.
- What matters most: What you would like to improve or accomplish.
- What’s ahead: Any major expenses, changes or decisions coming up.
- Your questions: Anything you would like greater clarity on.
We’ll take it from there.