Your Next Steps

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Schedule an Initial Consultation 

• We offer a complimentary initial consultation for 15 - 20 minutes
• Prior to the call, we will send you a few questions to think about in preparation
• This is an introduction call for high level discussion, to see how we may help.  This is a safe space to voice your concerns, fears, wishes, and aspirations.
  
  

Attend Phone Consultation

• Prepare for an open, honest dialogue 
• Take notes, ask questions
• If it feels like we are a good fit, we will go into our services and fees 
• Be prepared to commit to yourself and your future

Become A Client

• Once we have our consultation, we can begin the onboarding process which includes sending you a client agreement and invoice
• We will ask you for personal financial documents 
• Stay engaged and proactive throughout the process
• Become your own best advocate