Discover what needs to change in your business to achieve your goals

It all starts with a quick questionnaire.

This gives us some basic information about you, your business and your situation so we can best help you on the discovery call to follow.

What happens after you fill out the questionnaire

You fill in the questionnaire.

Hold discovery meeting with you to determine if there is a fit and how we can best help.

You will have some homework = information and answers to send us.

Hold the GLOSS meeting to determine the exact services that you need to be most successful.

Hold proposal meeting to agree on services and the fees. If we are in agreement you can sign the engagement letter in that meeting or we can send it to you post meeting.

Not ready for a relationship yet?

Start with your own financial learning on our blog.