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.