Before we talk
Think about what you want your finances to make possible and any upcoming deadline. We will identify relevant documents after discussing the scope.
During the conversation
We discuss your circumstances and questions. I explain how the work could proceed. Tell me if a different pace, explanation or another person’s involvement would help.
Before moving forward
We discuss scope, information needed, compensation and how an engagement would be arranged. Recommendations and implementation require the relevant review, documentation and your instructions.
Meetings are by appointment. Format, duration and any applicable fees are confirmed when arranging your meeting. Keep initial messages general; ask how to share private records when needed.