Initial Consultation
Every new client relationship begins with an Initial Consultation. It allows us to determine whether Montgomery Advisory is the appropriate partner before beginning a formal engagement.
What We'll Cover
During this consultation we will:
- • Learn about your situation.
- • Understand your current challenges.
- • Discuss your goals.
- • Determine which Montgomery Advisory services best fit your needs.
- • Explain our engagement process.
- • Answer your questions.
Consultation Reservation Fee
A consultation reservation fee is required before scheduling your appointment.
Payment is securely processed by Clover.
The reservation fee demonstrates a commitment to the consultation process.
If you engage Montgomery Advisory for services, the reservation fee may be credited toward your engagement at Montgomery Advisory's discretion.
How This Works
- 1. Complete the client intake form.
- 2. Submit your Consultation Reservation Fee.
- 3. Montgomery Advisory reviews your request and verifies payment.
- 4. Receive an email with your secure consultation scheduling link.
- 5. Choose your consultation time and receive your calendar invitation.
Questions before submitting your consultation request? Contact Montgomery Advisory at info@montgomery-advisory.com or visit our contact page.