Our Sounding Board Process

If there are people in your life that are important to you, know that they are important to us. As part of our process, and as a service to our best clients, we make ourselves available to act as a sounding board to your friends and family members. If they are feeling apprehensive about the future, we are happy to meet and share our process with them to help them feel more confident about the future. There’s no expectation for them to become a client – it’s part of our process – and a complimentary service we provide to our best clients at no cost.