Clarify Your Needs
We start with a free, 30 to 45 minute discovery call. We want to understand why your family is reaching out, hear the situation in your own words, and see whether we're a good mutual fit. If we are, we'll agree on a fee for an onsite assessment. That covers travel and the plan itself. From there we schedule a 90-minute in-person visit, focused on getting to know each other.
- Free 30 to 45 minute discovery call
- Onsite 90-minute assessment when both sides agree it's a fit