Discovery Consultation

Service Description

This free 30-minute online discovery consultation is designed to help you take stock of where your firm stands today – and where you might want to go next. We’ll talk through your current environment, pain points, and priorities. I’ll share how I typically work with firms, and we’ll explore whether there’s potential to go further. I don’t expect you to prepare for this call, but once your session is booked, I’ll send you a simple Pre-Consultation Prep Guide. It’s just a short document with a few prompts to help steer the conversation if you’d like to start thinking ahead.