New clients may start by completing our contact form, emailing us, or schedule an Intro Call for prospective clients. During this call, we will determine if we are the right fit for your needs, share a letter of engagement, and provide details about our fees. After the discovery call, you will need to upload or send in the required documents. Once we receive the documents, we require five business days to review them before scheduling your appointment. Appointments can be booked online.