The intake process begins by scheduling a meeting date and time.
Once a meeting date is scheduled, clients receive a questionnaire which allows for easy secure uploading of documents.
We ask for 2 weeks’ lead time before the scheduled meeting to receive documents, sort, analyze, ask questions and prepare.
We use the Zoom platform to conduct virtual meetings with screen sharing.
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I find it is most helpful to offer an initial phone consultation so I can better understand your issues and concerns. After the call, we will both know whether there is a fit, or if it makes sense to schedule an appointment. We’ll chat about your needs, your goals, and what steps are right for you.