Our process

Here’s what to expect working with us.

1

Private consultation

Our first meeting isn’t about solutions. It’s about understanding how you define success and seeing what’s possible. Only after we’ve explored your goals and values, do we begin discussing possible ways to help.
2

Custom Proposal (Deposit)

A written proposal setting out what we’d do for you, what it costs and your return on investment.
3

Engagement

Scope, deliverables and fees agreed in writing before any work starts.
4

Implementation

Plan, build, run, defend. We set the strategy, put the structure in place, handle the compliance and keep the records clean to make sure you’re defendable long term.
5

Review

Monthly strategy review and reporting as required on your portfolios.

See our client stories

Private consultation