45 Day Follow-up


Charting the Course 
After Mutual Commitment, we accelerate our actions on your behalf, guided by our carefully structured process for managing our new relationship as well as the transactional activities involved. We’ll also schedule a 45-Day Follow-Up Meeting, to discuss progress made so far. Throughout, you’ll be well-informed about where you stand, and to where you’re headed. We agree in writing to a fiduciary duty to you, which means we’re strictly guided throughout by your highest interests, both financially and emotionally. 

Next step: Regular Progress Meetings