I am eager to move forward. What is the first step?
The first step is to fill out our information request form on the contact page. We will review your information, in confidentiality of course, and immediately get back to you with a complimentary phone consultation. If you choose to proceed with us, we require a deposit of 50% of the plan fee to initiate work on the model. At this stage, we will send you a client welcoming kit that will provide us with information on you and a foundation for the project that we are modeling. We also ask that you provide us with all assumptions, industry data, models and other metrics so we can study them prior to the interview phase.
