Our process

Here’s what to expect working with us.

1

Private consultation

A private, no-obligation conversation. We work with clients for years, so it matters that we see things the same way. Ask anything and you’ll get a straight answer.
2

Proposal

A written proposal setting out what we’d do, what it costs and what you get back.
3

Engagement

Scope, deliverables and fees agreed in writing before any work starts.
4

Implementation

Plan, build, run, defend. We set the strategy, put the structure in place, handle the compliance and keep the records clean to make sure you’re defendable long term.
5

Review

Monthly strategy review and reporting as required on your portfolios.

Learn how we think

Private consultation