Our goal for the first consultation is to provide you with the most productive first meeting possible.

The first step is to complete the Client Organizer.  This gives us a solid starting point to analyze your current situation and supplies us with the facts that we need to ask you the right questions pertinent to you.

We understand that you may not have all the answers at this time, but please do your best to complete it as thoroughly as possible and submit it to us at least three days before our first meeting.

The information submitted in this Client Organizer is entirely confidential.