The engagement process
Every engagement follows the same four-step rail so nothing is decided before it is understood. You can stop after any step and take the work with you.
The rail below is the order the work actually happens. It is short on purpose: a life transition already has enough moving parts without the planning process adding its own.
Intake & scoping call
A free 20-minute call to confirm the transition you are in, whether a consultation is the right fit, and which of the services matches it. No documents are requested yet and no fee is quoted until we both agree the engagement should start.
Fact-find
A structured 60-to-90-minute session where we map the transition in full: the numbers, the people involved, the timeline, and the decisions already made. We work in plain language and capture everything in a single working document you keep a copy of.
Written plan
We turn the fact-find into a written plan: the decisions to make, the order to make them in, the trade-offs each one carries, and what each decision is robust to. The plan is short enough to read at one sitting and specific enough to act on.
Handover
The plan is yours. We walk through it with you, answer questions, and — if you want — describe what a licensed dealer or tax agent would need to execute it. For ongoing guidance clients, this step becomes the first quarterly review.
What you leave with
- A written plan, delivered as a PDF you own and can share.
- A short list of next decisions, each with the trade-off it carries.
- A note of any point where a regulated activity is required, and who can perform it.
How long it takes
Most engagements run two to three weeks from scoping call to handover, with the timing set by how quickly the fact-find can be completed. We do not start the clock on a fee until the scoping call confirms the engagement should go ahead.