BEFORE:We suggest checking out the Our Value webpage. That hopefully will answer a lot of your questions before our call.
DURING: We will introduce you to our firm and ask some questions about what you are looking for. Our primary goal will be to assess your needs and find the appropriate service for you.
AFTER:If you are ready, we can schedule an onboarding call at a time convenient for you. If you need more time, that's no problem at all. We will give you some time and schedule a second follow-up meeting.
