To prepare for our initial meeting
Please complete the electronic CONFIDENTIAL QUESTIONNAIRE at least a week prior to the meeting.
You may save incomplete forms and return to finish them at your convenience, if you
find you are missing important information. Assume that we need solid estimates,
BUT don't torture yourself over minutiae!
To protect the privacy of your information, the electronic questionnaire is
encrypted prior to transmission to a secure server.
Regular office hours are 8:30 am to 5:00 pm ET, Mondays through Fridays.
Phone consultations or virtual meetings may be scheduled earlier or later, upon request.