Customized to Meet Your Needs

Each advisor will have unique requirements. My services are unbundled to allow you to select what you need; how in-depth you need it and for the time period you wish to use the service. We can arrange a package to suit your specific requirements. The customization begins with helping me understand your practice and where you may need assistance. I will freely recommend items that could benefit you, your practice and you clients. However, whatever you select will be provided at a fair price.