Our real-time planning sessions are limited scope engagements designed to assist you in determining how best to invest your time with us. These sessions are typically 90 to 120 minutes in length and generally focus the one or two most pressing issues you have. Therefore, all issues, urgent or not, may not be addressed in this brief time frame. All work may either be performed in your presence or, possibly, approximately 30 to 60 minutes may be assigned for follow up.
A summary report is provided at the conclusion of the meeting or shortly following the session to address key points that had been discussed during the planning session. You may also choose to re-engage us for additional real-time planning sessions at a later date.