Frequently asked questions

What is the process to get started?

The first step is filling out our interest form so we can learn the basics of your business's needs. From there, we work with you to understand your priorities in detail and outline how our services can best align.

Who do you work with?

We partner with entrepreneurs, consultants, real estate professionals, insurance agents, small firms, wellness providers, and other small, medium and large businesses.

Are there any setup fees?

There are no setup fees.

What is the cancellation policy?

Our monthly plans are on a month-to-month basis. If you need to cancel, please contact us via the client portal.

How do you handle confidentiality?

All information and client materials are handled with discretion and professionalism.