How We Work
Our relationships are partnerships. The engagement and process is dependent on how we will work together. We typically start by listening and learning more about you. We have intake forms and questionnaires. The more information we have the more thorough we can be.
We are a fee-based, independent advisory firm. Our fees are dependent upon the type of work we are doing for you and what our partnership looks like. Our services range from broad, comprehensive planning to more specific task-based engagements. We can discuss your needs and what works best for our relationship.