Prospective Client Intake

We are currently accepting new clients for Strategy Sessions with meeting dates about six weeks out.

Once you submit your intake form, you can expect a response from us no later than next business day, so if you don’t see a response, please check your 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!

Fill out my online form.