FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide high quality services but at competitive rates. Most of our services can be provided at a flat rate. We generally use the flat rate method to meet our client's needs for financial planning and to set expectations early. This also enables our firm to dedicate the appropriate amount of resources to the fulfillment of your matter at inception. Additionally, it reduces the need for the excess paperwork associated with hourly billing. All of our billing may be handled virtually. We accept debit card, credit card and checks through our payment system. We also have a PayPal account which allows financing and use other convenient payment processing systems (Zelle, CashApp, Venmo). Check payments incur no service fees but the average fee for other types of payments is 3%. Payment plans are available for certain matters and upon inquiry.
- What is your typical process for working with a new customer?
Our office manager typically contacts a client within hours of inquiry to gather preliminary information. This will be followed by an intake interview with a partner of the firm. During intake the partner will assess the client's needs and determine whether our firm can provide assistance. The next step would be to handle the initial paperwork and finances which requires the client to review their engagement letter and pay for services or make a deposit into the firm's trust. Results are generally delivered in 1-2 weeks if not sooner.
- What education and/or training do you have that relates to your work?
AAS in legal studies, Bachelor's of Business Administration in business management and finance and a Doctor of Law in general legal studies with a focus on business and real estate law.