My Approach…

Detailed below is an outline of the standard approach I like to use when working with clients. The first stage is a no-commitment conversation to explore the benefits of working together.

Once we choose to move forward, I focus on gathering necessary information and providing the client much greater detail on process, timeline, priorities, etc.

An important step is then to ensure alignment on personal and professional goals before we move into the most critical (and extensive) phase of building out a robust and comprehensive financial function.

As each engagement is unique, we tailor this approach as needed to achieve the best results.