✦ During our initial contact, we introduce our firm and services, gather basic information about the your needs and goals, and discuss availability.

✦ We help you define your goals for business, your career, how much you’re spending or investing in your future, and tax savings.

✦ We create definitions around your goals, so they move from “feelings” to achievable outcomes.

✦ We revisit them throughout the year to ensure life or tax law adjustments are accounted for.

✦ We offer flexible meeting options (in-person, phone, or virtual) and provide available time slots. Once a time is selected, we send a calendar invitation with all the details.

✦ We verify we are both a good fit, and it makes sense to move forward to a proposal.

✦ We create an account on our secure portal and send the login link.

✦ You can easily upload necessary documents such as prior tax returns and financial statements using the portal. Instructions on how to upload documents are provided to ensure a smooth process.

✦ We prioritize the security of our client's information. Our portal uses advanced encryption and security protocols to protect all uploaded documents and personal data.

✦ We’re here to help if you need assistance in any way.

✦ We’ll send you your proposal via email, allowing you to review it at your convenience.

✦ The email includes a summary of the discussion from the initial meeting and highlighting how the proposed services align with your goals

✦ We’ll agree to affordable pricing that matches your goals.

✦ We’ll identify potential action items throughout the year you might need help with.

✦ Our team will manage your action items each months, so you can save on taxes and spend more time on the things you love.

✦ Your Action Plan will increase the time you can focus on the things you love, because we’ll be helping with the rest.