Our Process
Introductory Meeting
This is the “first date”; an opportunity for us to meet, discuss your needs, review our process, share our expectations, and decide if we’d like to move forward.
Discovery Meeting
This is the meeting where we will review your needs and goals and your present positions and concerns. A follow up discovery meeting may be required if we have some additional questions.
Presentation and Implementation
This is where we will present out recommendations based on the information obtained in the discovery meeting. We will go through each recommendation, explain why we feel it’s appropriate, and then discuss the steps necessary for implementation. Following the meeting we will work with you to implement the recommendations at the your pace.