No, we never take custody of client money or assets. Our role is purely advisory – we provide analysis, frameworks, and recommendations. You retain full control over all financial actions.

It depends on the scope of your request. A basic financial health assessment often takes two to three weeks. More complex analyses may take four to six weeks. We will provide a clear timeline before starting.

Absolutely. All client data is stored securely and accessed only by team members directly working with you. We never share your information with outside parties without your written permission.

Yes, we can work with clients in many locations, subject to local regulations. Our initial consultation will clarify any jurisdictional considerations. The core analysis is often location‑independent.

The first step is an introductory conversation (no charge) where you describe your situation and questions. We will explain how we can help and outline possible next steps. If both sides agree, we proceed with a formal engagement letter.