Introductory discovery call, coffee, or lunch.

30 minutes – 1 hour

A conversation through your method of choice to understand your goals, timeline, and concerns for you and your business.

We may talk about your business structure, financial situation, existing investments, projects in progress, and upcoming events.

You are welcome to share as little or as much as you like.

Research & Development – Hands free!

1-2 weeks

This is where I take away the information you shared and gather resources that can support your situation. Nothing required on your side- you can sit back and relax.

Proposal Meeting – virtual, in-office, or at a location convenient to you.

1 hour

I present to you a summary of our research and how we can improve your situation – including the resources available to you and the scope of services we provide.

We will go over potential concerns and opportunities we identified, risks and benefits of action or in-action, and initial strategies to address these issues.

Each recommendation includes an action plan that details what we will do and who we will introduce you to, along with a list of pros and cons, tailored to your situation. Considerations often include tax, estate planning, investment strategy, residency or legal considerations, and more.

At the end of the meeting, you can take all the information home. Then, you can decide whether or not you’d like to continue working with us. The choice is up to you.