Discovery

Our goal is to learn more about you, your family or your business while giving you insight into our competence and experience in the work that we do.  In a personal or business setting, we conduct discovery face to face at a location of your convenience. This process is an open conversation which will form the bedrock of our working relationship.  Personal and/or business goals are identified and information is gathered for further analysis. Together, a scope of work is developed that will guide our consecutive processes.

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