We customize and tailor a plan to fit your needs. No matter how little you need us, we guarantee to keep your best interest in mind. We never push, pressure, or try to sell you on anything you don’t need and we do our best to guard you against others who may do so.
Our initial consultation is always free. It is simply a ‘get-to-know-each-other’ meeting: feel free to invite and involve your loved ones. We believe you must first trust us and feel comfortable before any commitment. From our initial contact, we’ll include a confidentiality agreement signed by all parties – we take your privacy very seriously.
Our services are unique as they can be short-term project based, or long-term: building a relationship through weekly, biweekly, monthly, quarterly, or annual interactions. We are flexible and enjoy working from our client’s homes or places of business and we have our home office available. Our fee structure is initially hourly and is discounted for the first 120 days (travel charged at half rate); after this initial period, the relationship and services can be evaluated to assemble a service package along with a regular monthly fee or the hourly fee structure can remain.