No, usually both the initial consultation and the written strategic recommendation we provide to your client are completely free of charge and obligation.
Our role is to assess the situation and offer clear, practical options your client can consider without any upfront cost. We only charge a fee if your client chooses to engage us to implement the recommended strategy, and that fee is fixed, transparent, and agreed in advance.
If you’re ever unsure whether a client’s situation is something we can assist with, we’re always happy to have a confidential conversation with you to explore it together.