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Rules of Engagement: Preliminary Administrative Matters

During the initial consultation, we will provide our recommendations and preliminary advice, as well as a fee estimate for any future work. At the end of the meeting, we will typically expect you to make a decision on whether to retain us to do the work. When you decide to retain us, we will proceed with the engagement setup and retainer invoice, as applicable. If you decide not to retain us, you will leave the meeting with an undertanding of your options and how you could proceed. Please be prepared to make a decision. Note that there is no penalty for saying “no” – we fully understand that our services are not for everyone. We are here to help, and you should only work with someone you like and trust.

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