Meet with us in your location; office, home, or third-party location.
Identify needs and collect important information.
Receive proposal/contract that identifies goals, deliverables, timing, any software use (Quickbooks, Mint, etc.) and liaison partners (tax preparers, estate or business attorneys, insurance brokers, business associates, family members, etc).
Fees generally include a fee-based periodic retainer along with specific project management or consulting fee, as well as an asset management fee.
Identify any needed amendments. Sign proposal/contract.
Most work is generally performed remotely with scheduled in-person meetings as well as a defined periodic basis.
