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.