Greetings! Thank you for considering our firm as a member of your professional advisory team. 

In our prospecting and client relationships, we place a high value on our client's time and we strive to make the most of that time when we are together.

We have found that your valuable time is best used having strategic discussions. By having some of the discovery work done ahead of time, we can spend meaningful time with our clients and prospects.

Please complete the information below in advance of the meeting so we can be prepared to have a more strategy-oriented discussion.

Thank you so much.