Collection: Consultation

  • Initial Consultations are one-on-one appointments that are scheduled for a minimum of 60 minutes.
  • Consultations will take place over Zoom unless the client prefers over the phone.
  • Consultations are ideal for brainstorming, strategizing, and creating plans of action.
  • They're the best way for me to better understand your specific business need or individual need along with allowing me to provide you with an exact estimate.
  • Consultations are perfect for business owners who want to discuss which service or workshop will work best for them; especially when goal planning or budgeting for their business.
  • Consultations are also perfect for individuals who want to start a business but aren't sure which service or workshop may best fit their budget or their business overall.
  • Consultations are the best way to have a one-on-one conversation to discuss genealogy services and budgets.
  • Services + Workshops require an initial consultation and a signed contract prior to the start of each client's project. The initial consultation will allow me to better understand the client's specific needs. The contract will be a receipt for the client. It will outline the service or workshop being provided, the cost, the start date & end date. Copies of contracts should be provided to the client's accountant for tax time. For services, courses, and workshops that require more work time together, additional appointment times will be scheduled before the initial appointment ends.

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