Are you ready to talk to us? Great! Let's book a call. You can do that right here on our website. So that we are prepared and can give you value on our call, we will ask you answer some preliminary questions when scheduling the call. This helps us learn more about you, your business, and what you need to solve your financial challenges. After you have answered a few questions, you can schedule the call at a time that is convenient for you. Click the button below when you are ready to book your call.
Prior to our meeting, you will receive reminders via email and text. On our scheduled call, we will meet with you one-on-one to discuss your specific situation, your challenges and the goals you are hoping to acheive. We will also share information about our firm and how we help our clients succeed. We will determine if were a good fit for, and if so we will move forward with the next step.
It's important that we communicate to you how we can help you achieve your goals. We will create a customized proposal that outlines the statement of work and shows you the Return on Investment in working with us. Our proposal will include the monthly investment so you can budget accordingly. Once accepted, you will receive our engagement documents to begin work and a Kick-Off Call with be scheduled with you and/or your team.
