FAQs

Q? I’ve never considered working with a consultant in this capacity. How long does it take to become effective?

A. Prior to the start of our engagement, we begin with a discovery process where we learn about your firm and develop a proposal for how we can address your concerns. This process allows us to make an immediate impact to your firm.

Q? Does outsourcing pose a threat to my employees or clients?

A. No, we have the ability to easily integrate ourselves within your firm and our standard contract includes a non-solicitation clause. Our goal is to help you strengthen employee and client relationships. In that context, it is very important to clearly explain the nature of the relationship, responsibilities, and scope of services to employees and clients at the beginning of our engagement.

Q? My business is located outside the greater Atlanta area. Can you work virtually?

A. Yes, financial planning services and some operations services can be performed virtually. In order to work virtually, we require a solid technology infrastructure, clear intra-office communications, and developed workflow systems and processes.

Q? Protecting my client information is a top priority. What is your security protocol?

A. Client information is typically accessed via secure login access to your cloud or server so your client information stays with your system. In some cases electronic documents can be transmitted via email through a secure, encryption-based email system or cloud sharing. Our standard contract also includes confidentiality and non-disclosure clauses and we will execute additional confidentiality agreements as required.

Q? Is it possible to engage C-Level Consultants on a project or hourly basis?

A. We have found that we provide the most value when we work with clients on a monthly retainer basis, as it allows us to deliver quality, consistent, comprehensive service. We realize that some situations warrant a project rate and depending on the scope of the engagement we are able to accommodate these situations.

Q? Do you provide references?

A. We are happy to provide client and professional references upon request.