CORE SERVICES

The process begins with a “get acquainted” meeting, where the client shares his or her concerns, goals, expectations and context. During this discussion, we determine if our services are appropriate, to what extent services will be provided, and set expectations for both parties. There is no charge for this get acquainted session. Next we request & gather data which you provide. We analyze, consider & prepare recommendations and an action plan. Present & discuss our findings and proposed solutions with you. Typically our engagement ends at this point. You will receive an emailed billing statement [hourly fees are $180/hour billed in 15 minute increments], payable upon receipt, by check, credit/debit card or bank draft.

Initial meetings are held by phone or online. For online meetings, you will receive a link to join via email about 15 minutes before the starting time. And for phone meetings, I’ll plan to call you at the number provided.