Prospective Client Intake

We are currently accepting new clients for Strategy Sessions with meeting dates about 5-6 months out. We understand this feels very far away, but this ensures we can not only provide plans for new clients, but also service our existing clients as well. We can answer some questions prior to your actual session, but if you have a time sensitive issue that needs deep analysis prior to then, unfortunately we may not be able to accommodate you. If you don’t have any time sensitive issues, we’d love to chat with you and have an intro call! P.S. If you don’t see a response from us by next business day, please check your junk folder (sometimes our messages get lost in spam!) or email us directly using the contact form.


To get started with scheduling your consult call, please complete the following questions and click submit. Completing this form does not commit you to working with us. Also, don’t feel like you have to write an essay, but one-word answers probably aren’t going to help us determine if we can help either. :o)

Once you complete the questions, we will personally review them. Someone from our Client Care Team will reach out via email by next business day to schedule an appointment for a quick chat so that we can get to know your situation, answer any questions, and figure out if we’re a good fit.

Thank you so much for your interest. Can’t wait to learn more about you!

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