Miami Strategy Session
Tell me what you’re planning in Miami and when.
I’ll help put the tasks in order and prepare a written plan for what to do next.
What’s included
- We start with a questionnaire about your plans.
- We talk through your project in a private planning consultation.
- I review what you want to do, your dates and the help you need.
- I help identify which tasks need to be handled first.
- I prepare a plan of action tailored to your project.
- I explain which parts of the project may need independent, qualified professionals.
What you’ll receive
- A personalized written action plan.
- A priority checklist and questions to discuss with your chosen professional advisers.
How it works
Before we talk
I review your plans, dates and questions before our consultation.
During the consultation
I help put the tasks in order and note which questions need an answer from your advisers.
Your written plan
I prepare your plan and a priority checklist for the next steps.
Third-party costs
Independent professional consultations, travel, purchases and third-party services are separate client expenses, subject to prior approval.
Practical coordination under a written scope.
Brokerage and legal, tax or immigration matters are handled by appropriately qualified independent professionals.
Let’s talk.
You don’t need to have everything worked out.
Tell me what you’re planning in Miami, and we can see where I can help.