The Initial Consultation

Mark Twain (Samuel L. Clemens, 1835-1910) American humorist standing by window in 1907 portrait.

Our Initial Consultation is a totally free, no obligation discussion with you to learn what your needs and goals are, and then determine the best way to move forward to get you there. We’ll learn what information you already have, what steps you’ve already taken, any “brick walls” you have run into, and, most importantly, what you want to accomplish.

The Initial Consultation is done in person if possible but we can also meet by telephone or by video chat using Zoom or Microsoft Teams. The Initial Consultation generally lasts from thirty to sixty minutes and can be scheduled at your convenience.

To begin the process, we suggest that you gather up any relevant documents you may have. You can send up to five with the Request for Initial Consultation form below.

Don’t worry about being comprehensive at this point. You just want to be able to start thinking here about what you want to accomplish and maybe some of the prominent documents that you think we might find of immediate interest. There will be ample opportunity to drill down to the nitty gritty later.

We’ll also discuss budgets and costs, answer any questions you might have, and, if things work out, memorialize in writing any agreement  to proceed. We always try to keep things flexible to account for any changes or new information we uncover (which happens in virtually every case).

If you’re ready for your free, no obligation Initial Assessment, let’s get started by filling out the request form below, or go to The Business End page.

Request for Initial Consultation – Step 1 of 2
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