Our fees are either fixed or hourly. After speaking with you for the first time we will quote our fee based on exactly what you need and send it to you in writing.

It starts with an initial phone call. Once you decide to engage us, it is a very easy process. We generally send you a request list of documents and financial information needed. This can all be done online if you prefer. We report back to you with the information needed to make smart decisions and becomes the foundation for our ongoing conversations. We have a very organized system of communication that promotes efficiency.

The best way to begin is to either call or email us (see contact info in our bio above). We will discuss your needs, answer any questions and decide if we are the right fit for each other.