Initial Consultation Package
We offer an Initial Consultation Package that consists of the following:
Before our meeting
- We set up a secure client portal for you.
- You upload copies of the relevant documents to your client portal.
- We review your documents prior to our appointment.
During a one-hour meeting we
- Analyze your situation,
- Identify your options,
- Recommend a course of action, and
- Answer your questions.
After the meeting we
- Send you a summary of our recommendations by e-mail;
- Reply to unlimited follow-up questions for two days after our appointment.
The fee for the Initial Consultation Package is $1000.