Sounding Board Process
As part of our process and as a service to our clients, we make ourselves available to act as a sounding board to friends and family members. If there are people in your life that are important to you, know that they are important to us. If they are feeling apprehensive about the future, we are happy to sit down and share our process with them to help them feel confident about the future.
Share our process; let them know you will share contact information with us for purposes of an introduction.
Contact us to share relevant and important details about the friend or family member.
We will reach out on your behalf as requested.
We send them our introduction kit.
We will follow-up and schedule a “sounding board” meeting.