When do I need to make a decision?

After your initial appointment, we will send you a New Client Form as well as all compliance documentation that outlines the services we will be providing and our fees. The inputs you provide on the  New Client Form will serve as the baseline for the client agreement which (once signed) establishes our business relationship. You should take the time to read and consider your client agreement before signing and returning it to us. There is no rush to make a decision. We commence work once a signed client agreement is received.  Most paperwork can be accomplished using DocuSign and can be completed in just a few minutes.