How It Works
Introduction - Research - Agreement - Relationship
• It begins by getting to know each other.
• If you seem like someone we can help, we sign a statement of intent and confidentiality together.
• Then we learn about your situation by asking questions and listening.
• We consider what we have learned, ponder the outcomes, and offer you a contractual agreement to receive our advice and assistance.
• If you like it, you sign, and then your path to a better balance sheet begins!
We Deliver Based on Your Specific Needs
• Thorough oral and/or written reports of recommendations and opinions.
• Customized documents to address specific situations with descriptions, calculations, and illustrations.
• On-site meetings, and personalized assistance.
• Continuous support by phone, e-mail, FaceTime, Skype®, or regular visits.
• Access to your private page on this website, with all of your latest documents, notes, and links.
Compensation Depends Upon What Will Work
• Often we receive a series of small payments in exchange for a few meetings and a series of insightful recommendations that help the bottom line.
• For larger projects, compensation can be based on a percentage of the positive change in your bottom line over a given period.
• We offer monthly, quarterly, or annual payment plans in exchange for our commitment to continuous or ongoing projects.
• Our services can also be paid for by the unit (i.e. phone calls, letters, emails, square footage, customers, etc.)
• We have a convenient payment system for squaring up online or through the mail.