How to Hire Us

• We have an initial meeting to discuss our mutual expectations of a relationship

• We then enter an employment agreement, as well as other agreements that may be needed like Brokerage Agreements that may be required to achieve our immediate goals.

• We are paid an hourly rate. We may also receive a performance bonus.

• We may request a non-refundable spendable retainer for larger projects that require lots of up front hours, or expense.

• We start off by doing a “Survey of Investment Objectives / Financial Statement”

• We look at your past five years and then look at what your next five years could look like – you, our client, are actively involved in this process.