How it Works
The Process is Simple
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!
The Product is Yours
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 own private page on this website, with all of your latest documents, notes and links.
The Price is Negotiable
Compensation Depends Upon What Will Work
- Often times we receive a series of small payments in exchange for a few meetings, and a series of insightful recommendations that really 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 on-going 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
