We talk via phone or video for 30 minutes to evaluate a potential fit, and if so, you will receive a written proposal for your consideration.

After signing the agreement, you begin uploading your information, and we begin the review. Meetings get scheduled.

Over one or two 60-minute video meetings, we collaborate to prioritize goals, review information, and discuss pertinent topics.

Within one week of our last meeting, you receive a document containing analysis and recommendations.

Q&A regarding the write-up via email for up to one month after last meeting.