Apply to Work With Us!

How We Work? Including As Much Price Transparency As We Can Provide for Custom Tailored Services!

You Complete Your Application on the linked Google Form attached to our private Google Workspace Account.  We Review It.  If we believe you are a good fit to benefit from our services, we send you an initial consultation agreement.  After you electronically sign that initial consultation agreement, we send you a link to our scheduling calendar to schedule your initial Google Meet consultation, and an invoice for that initial consultation to be pre-paid.  The fee for an initial consultation before any discounts is $550.00 for a one-hour initial consultation call via Google Meet.

During that initial call we will discuss pertinent issues we believe should be addressed by your tax and lifestyle optimization plan, including any issues of concern with your current situation.   At the end of that initial consultation call we will discuss preparing a detailed implementation plan for your use & whether or not you would like to retain our services to assist you with managing the implementation of the plan.