The SMART Process® is comprised of five phases. The initial consultation is at our expense. We spend from an hour to 1 1/2 hours with you to determine if we are able to help you while you evaluate working with us.
Your time will be more productive if you bring in personal and business financial data to the first meeting. Click on Get Started on the left side button or in the menu "Get Started" for our Client Factfinder Questionnaire.