Between the First and Second Meetings There is a lot of work to be done between the first and second meetings. Usually after the first meeting, the clients will have to gather several documents including bank, savings, and investment account statements, retirement...
How a Collaborative Case Works This blog entry is designed to provide potential clients with an overview of the collaborative process from start to finish. Here is a summary of the steps in a collaborative case: 1. Stage 1 a. Initial client interview b. Contacting the...
