Follow-Up Conversation

Service Description

The Follow-Up Conversation is a 60-minute meeting designed to answer any remaining questions and help both of us determine whether we're a good fit to work together. We'll discuss any questions you have about the planning process, services, fees, or next steps. If we decide to move forward, we'll sign the advisory agreement and schedule a kick-off meeting. If not, we'll part ways on good terms or leave the door open for a future conversation when the timing is right.