Advising Procedures

  • A client prospect begins by contacting the business advising office. The office will assist you by answering questions and sending you additional information on how we can help you.
  • Complete a business advising application and pay an initial application fee of $75.00. All information is held in confidence.
  • Your application will be reviewed, and the profiles of two or more Business Advisors who appear to be the most suitable for you will be sent to you for your selection. You may also contact those Advisors to help you decide which you feel will be the most compatible for you.
  • After you select an Advisor, the office will arrange for the selected Advisor to contact you in about a week to schedule the first meeting.