We want you to understand what to expect at each stage — including what is and is not included — before you commit to any paid service.
We begin with a complimentary call to discuss what you are looking for and whether we may be able to help.
If you are considering personal advice, we agree on the scope, process and fee.
We collect the information relevant to the agreed advice and learn more about your circumstances and priorities.
We research the available strategies and prepare our recommendations.
We present the advice and explain the recommendations, costs, risks and important considerations.
You decide whether you would like to proceed. If you do, we may assist with implementation as agreed.
If an ongoing service is appropriate, we agree on the advice and support to be provided over time.
We can help you identify the service that may be appropriate for your needs. The complimentary discovery call is a short introductory conversation about what has prompted you to seek help.
During the call, we can discuss:
There is no charge for the call and no obligation to proceed with a paid service.
There is no charge for the call and no obligation to proceed with a paid service.
Open Booking CalendarOpens Microsoft Bookings · Takes 2 minutes · Confirmation sent by email