First Meeting (In Office, Zoom, or by phone)

This meeting or call should take about 30 minutes to an hour to  determine how we can best help you. We follow up with an email containing a summary of our conversation, next steps, and any other documentation that will assist us in the next meeting.


Second Meeting (In Office/ Zoom)

We will review your objectives and make sure they align with our recommendations. If the objectives and recommendations align, you trust our team, and believe that our services are useful, we proceed to the third and final step.



We have three options for the last step. We offer E-sign (via DocuSign), mail, or in person signing at our office.