All projects start with an initial phone consultation.  This is when we find out details such as when a move or dispersal is to take place,  current location and new location, services interested in,  etc.

The phone consultation is followed by a complimentary in-home consultation.  The consultation is a meeting to walk through the property and complete a thorough questionnaire to further evaluate the needs of each client.  All services are addressed in order to help make the upcoming move as stress free as possible.

Senior couple talking with financial advisor

All of our services are provided a-la-carte to accommodate the needs of each transition.  As a result, a personalized action plan is presented along with a written proposal.