1. The first step in our New Client Discovery process is to book your free Discovery Call with Erin. 
This will give us the chance to get to know each other and see if we will be a good fit to work together. 

In this call, we will discuss the range of services we can provide you, based on your specific needs. 

2. Following our Discovery Call, we will request a listing of documents for our review. 
This list will be based on the items of discussion in our call together. 
You can submit these items electronically, or in our 24 hour drop box. 

3. Once we receive and review your documents, we will prepare a Services Summary and Fee Estimate proposal for you, based on your requests in our Discovery Call and our recommendations. 

4. We will arrange a Second call together where we will review our proposal with you. 
After this call we will forward you our Services Summary and Fee Estimate proposal for you to review and approve prior to making the decision to work together.

5. For more complex situations, we will offer you a paid diagnostic review before making the decision to work together. 

This extra step allows us to review your records in depth, so we can confirm what's in order, and what's not, before we get started. 

***We are sincerely committed to our goal of providing you with more value through our services than the fees we charge you.***