So what are the steps?



1. Getting to know you meeting

This initial meeting is for us to get to know each other better and see if we would be a good fit to help you achieve your goals.


2. Engagement

We customize YOUR engagement letter to define the scope of our relationship. We only help you in the areas you want us to help.


3. Ongoing service

We will provide checklists and flowcharts on a monthly basis to make sure that we a diligent with our planning process. We don't want to throw it all at you at once. We want to gradually build your overall plan and be there with you through it all.

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