our process
We understand the importance of promises
Our process will help you find the road to new
beginnings, gain clarity for your future, and plan for the security of your family and assets.
1. Contact us
Call us, send us an email, schedule an appointment, fill out the form on our website or do it through our social networks. Tell us a bit about you and your case, and a way to contact you (email/phone number).
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Our goal is to serve you as soon as possible.
2. Let's talk
After you reach out to us, we will call you to learn
more about you and your case. We will provide important information about our
firm and schedule a Strategy Session to see if we’re a good fit for one another. If
you decide to move forward, we will send you a confirmation email with the details.
Our intention is to connect with you.
3. Strategy Session
This session is designed to explore the
details of your case and your goals, and determine how and if we can help you.
Our mission is to provide clarity and security for the future. If you decide that we
are the perfect match, we will provide you with a retainer agreement.
4. Welcome!
​Once you sign and retain us, you will receive
communications from our staff to welcome you and provide further information
that will help you through this process.
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Our objective is to start a relationship.
5. Let's Work!
Once we have all the necessary documents and
information, we will start work on your case. Our team will let you know if anything else is needed from you, and may request an occasional meeting. If you
have any questions, just reach out to a staff member.
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It’s along road, but we’ll be with you every step of the way.
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