Initially, we’ll meet — in person, over the phone, virtually — whatever works for you. We’ll talk about your needs, goals or whatever is on your mind.
We’ll then get back to you with a proposal based on our conversation and you can determine if it works for you. No pressure. No cost. No worries.
If we decide to move forward together, we’ll schedule planning sessions and consistently monitor your accounts to ensure we’re moving in the right direction.
You’ll have unlimited access to me on email for the simplest or most complex questions. And the highest quality technology available.