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.