Forecast Kickoff Call $ Retainer Fee
$50.0045 min
Steps to complete now:
Schedule your project kickoff call with the consultant.
Pay the retainer fee
During the kickoff call, we’ll discuss:
Your company
Engagement details (dates, steps, etc.)
Expectations
Answer any final questions
After you schedule the project kickoff call
Sign and return the engagement agreement
Watch your email inbox for a secure link to begin uploading your documents to the portal
Setup your client portal and start uploading your documents
We make sure everyone is on the same page before modeling begins.
All consultations are held over Google Meet. Video not required. You will receive a link to join your meeting at checkout. Save it somewhere safe. You will need that link to join the meeting on the day of the consultation.
If something happens between now and the day of your consultation and you are unable to make it, contact us. We stand by our commitments to our clients even when life falls apart.
We look forward to calling you a client and becoming part of your financial success. After all, your business IS our business.
If your project requires a retainer fee, the retainer fee will applied towards your total project cost. If something happens between now and the day you choose for your project kickoff call, contact us. We will do what is right.
