Our greatest challenge is communicating to prospective clients and their advisors the magnitude of what we can accomplish for them.

Upon your request, we are happy to provide copies of Typical Wealth Strategies Client Results, Our Engagement Contract, and our Post-Engagement Billing Philosophy.  We welcome discussion of them during the Pre-Engagement Process.

We bill our clients on a fee basis, quoted in advance, reflecting the effort to be spent, the creativity of the solutions to be developed, and the quality of the results that will be obtained.