Getting Started

Committing to our process is a significant decision, one we would expect you to make only after carefully assessing our capabilities and track record.

To give you an opportunity to do so, we wish to offer you something of real value for free with no strings attached. And, we wish to engage in a discovery conversation wherein we both are able to assess the appropriateness of taking even the smallest of next steps.

Our free value offers change from time to time and always provide education and self-assessment or strategic planning tools… or any combination of these!

To help you begin your assessment of the value we can create together, and to experience and benefit from our wisdom, we currently offer these three choices.

Informal Chat

1. We invite you to contact us with your questions and to explore the issues you wish to address and the opportunities you wish to realize. Click here to arrange an informal chat.

Test Drive

2. If you would like to test-drive a small piece of our process, try our Basic Questions self-assessment. This interactive form is an easy yet effective tool for more fully understanding how prepared to leverage change you and your family may or may not be. To access this form, simply create a personal (and completely confidential) Question Central account. It only takes 30 seconds and gives you immediate access to the Basic Questions module as well as other modules we will be offering from time to time.

Transformative Discovery

3. If you would like to experience what it is like working with us while at the same time receiving some substantial value, consider investing a little of your time in our complimentary discovery process.

The process begins with a discovery session during which we assess your current situation and bring greater clarity to your vision for the future. We identify where you may be stuck and why it is difficult to overcome persistent obstacles and issues. We also help you articulate and record the most important goals you wish to achieve for yourself, your family and your enterprise. And, we examine and provide preliminary ideas for addressing the obstacles you face and taking advantage of the opportunities ahead.

The discovery session takes approximately 90 minutes and enables us to deliver a Personal Blueprint for leveraging change. The blueprint provides the information you need to make an informed and confident decision about the appropriateness of engaging our services.

Regardless of the path you choose, the blueprint is your to keep without further obligation.

Click here to schedule your discovery session.