Let's get to know one another! Meet your advisor, and you can provide a high level over view of your business. We will walk you through a handful of the pitfalls you may face and give you some free alpha advice right away. We want to give you a taste for the value you will receive.
If at the end of the discussion, neither of us can't find the value...no worries!
After the service offering is selected and agreed upon, we will kick off with a series of applicable discussions.
Depending on the service plan selected, there may be some questionnaires for you to answer.
There will also be some homework for you to do along the way because we want to enable you to make amazing decisions without us!
