How We Work

Step 1 - Free Consult

We have a free 20 minute consultation. We determine together if our services are a good fit for your needs

We meet for about 90 minutes for an in-depth consultation where we learn about your needs and goals. (This can be done in person, by video conference or by phone.) We will let you know in advance what documentation to bring - medical history, bills, insurance documents, etc. There is a set fee for this consult.

Step 2 - Deeper Dive

Step 3 - Action Plan

We give you a detailed action plan based on our consultation. This will include a summary of your situation, a list of required services, the time needed to complete them, and the cost if we complete the work for you.

If you would like us to complete the work detailed in the action plan, we begin our work together. If you prefer to take your action plan and proceed on your own, you are free to do that.

Step 4 - Working together