Coffee & a Consult Thank You

Thank You!


Your Coffee & a Consult request has been submitted. We look forward to meeting with you.  In a few minutes, you will receive an email confirming that we have received your Coffee & a Consult request. If you do not see it, please check your SPAM or clutter folder.

To schedule the Coffee & a Consult, someone from our team will reach out to you to schedule the meeting, whether in person or virtually.

During the event, you will have an opportunity to ask questions, learn about potential solutions or resources to help address your interests.  The event will usually take about 30 minutes.

After the event, we will follow-up with you with our recommendations on how your interests might be addressed along with what you would want to invest in order for us to help.

You have the option of having us sign an NDA (Non-Disclosure Agreement) which says that anything that you share with us during the Coffee & a Consult will not be shared with anyone else. You may download the form from the email or at your request, we can send you the NDA e-signature document.

Again, we look forward to working with you. Thank you and have an extraordinary day.