OUR PROCESS

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SCHEDULE

You’ve related to an aspect of our work, and you’re interested to learn more about how we may benefit your situation. Schedule time online or by calling (877)705-3276.

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EXPLORE

Our 30 minute phone appointment will help you determine if our process is a good fit. If we both agree it is, we’ll cover the next steps. If we don’t, then it’s right back to work!

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INITIATE

In this meeting, we’ll educate you about the concepts using values that are relevant to your situation. These illustrations will help you determine if our work can be beneficial.

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NEGOTIATE

With you on board, it’s time for us to separately speak with the other employee/partner/investor(s) to assess what’s important to them.

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PRESENT

Having identified what’s important to all parties, we’ll review a strategy that seeks to balance everyone’s interests.

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REVIEW

Our process is designed to create lifetime clients. We continue to review and check-in to ensure everyone’s goals continue to be aligned with the strategy.

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OUR PROCESS

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