Listen. Plan. Solve. Execute.

“What will this cost me?” My fees and costs disclosed all the time – ready to discuss at any time.


Listen. Plan. Solve. Execute.

I look forward to discussing how I can help you.

The first step is assuring the confidentiality of our discussions and works starts with me having the most accurate contact information for you.  I need to make sure I am communicating with you and not a person by the same name on the other side of the world.  Completing the form is going to assure we get solid and accurate lines of communication working right away

Please be sure to check out savings in my Money Savings Referral Program

Please do not send any documents or any personal information at this point in time.

The most important information is the day(s) and time(s) that are convenient for you to discuss your matter.  Please list two (2) options for a 30-45 minute discussion.  This will allow me to set my schedule as needed.

We will confirm the date and time via a further email exchange or by my phone call to you. At this time, I will ask you to provide me with additional documentation and information in advance of our first conference. This will allow me to be more informed so we an get right into the assistance you need. Rescheduling may be needed to accommodate receipt of this needed information but is not a problem.

Video conferencing has recently become the meeting of choice.  We can also arrange a phone conference or an in-person meeting at a mutually convenient spot (most likely your office or other spot).  Unless there is significant additional documents or information needed, we should arrive at a road map for proceeding forward including time lines for getting needed items completed.

Please check out my sample retainer agreement terms and conditions here upon which we will proceed.

Look forward to working with you.

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