Let's talk — unhurried, and in confidence.
The first conversation is just a conversation. Forty-five minutes by phone, on your schedule, with one of our principals. No materials are required, and nothing is decided on the call.
If, afterward, we both believe a longer relationship would be useful, we'll send a short follow-up note describing how an engagement would begin. If not, you'll have spent a thoughtful hour with someone who knows this work — and that is its own value.
Ann Arbor, Michigan 48104
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A few things often asked first.
Is there a minimum?
No published minimum. Fit is qualitative — we look for relationships where the breadth of our work is genuinely useful and where a long horizon is welcome on both sides.
How are you paid?
Transparent, fee-based. Either a percentage of assets we oversee or a flat retainer for engagements where assets aren't the right measure. Discussed openly before any work begins.
Do you replace my attorney or CPA?
No. We coordinate with the professionals already on your team — and we are happy to make thoughtful introductions where a particular seat at the table isn't filled.
How quickly do you respond?
Within two business days for inquiries here. For existing clients, within the same business day on most matters — sooner when something is time-sensitive.