Initial Consultation

Initial Consultation

Share Concerns - Feel Certain

No Charge Strictly Confidential: 

The consultation is complementary (no charge to you - the client), with no obligations of any kind. Meeting details are considered confidential as a matter of professional standards and conduct.


Deep Exchange, Unburdened. 

In strict confidence, we discuss your situation. Uncovering your passion, frustrations, intentions and goals, we'll review your journey, and your participants.  Together we share how you see your situation now, and what you want to happen in the future. With Empathy and understanding, the mature experience I bring to the session allows us to have a really deep exchange.  When complete, clients report feeling lighter, and a feeling of Hope and well being.  Unburdened.


Analysis, Reveals what's actually True. 

Expect clear and reasoned analysis.  What's an actual concern and what's not - and why.  The analysis is an opportunity to reveal a professional prospective and create a viewpoint where opportunities and options are available.  Its the Informed part of Planning.   


Transparent Value Review. 

We'll also take a look at the "Business Case" together.  Its a transparent look at the value your case presents to the firm, and if its a fit or not.  Together we can come to an understanding of moving forward, and how.  There's no fear of becoming a B List client.  A transparent review of the value and the revenue your file brings ensures we're on the same page. 


Not a fit?  Don't worry. 

In the case that we agree your file requires more independent development before we engage, we still stay in touch, just not formally... It requires a bit more development but I'm there for guidance. 


Good Fit?  What's next?

If the case is suitable for service, I'll prepare a formal proposal and engagement package to be issued at the following meeting.  The terms we will work out at that time and no engagement starts without your full satisfaction on terms and arrangements.  I'm here to support you. 



Initial Consultation

Ask Questions, Feel Certain

Informed Financial Planning

Strategy, Forecast, Action

Accessible, Affordable, Flexible Lower Fees

Value & Satisfaction Focus

Commercial Insurance / Surety Bonds

Coverage & Consulting

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