Foreman standing in factory

Our Process

So how do we begin working with you?

  • We start with a complimentary meeting, where we get to know each other. We learn about your goals and your plans, and you get to learn what we do. At the end of that first meeting (usually about an hour), if you think we can help you--and if we think we can help you-- we decide together what the next step is. If not, we’re still happy to have met you, and we will part friends.
  • In most cases, we will offer to provide a complimentary analysis of your financial situation at no obligation to you. This analysis would be reviewed at the next meeting. 
  • In all cases, you are never surprised with any unexpected costs, and are never pressured into a quick decision.