Schedule Your Strategy Sessions

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    Please note:  The total fee for  Phase I and II Strategy Sessions is $349. An invoice will be emailed to you and must be paid upon receipt.  Your registration for the sessions will be automatically canceled if the invoice is not paid.

    Re-Scheduling Your Session: If you need to re-schedule your session,  please send me an email at least 24 hours before your session time requesting a new date and time. I will try to accommodate your needs. Sessions can only be re-scheduled one time.

    Cancellation Policy: I understand situations arise when you may need to cancel your sessions. To do so,  you must notify me via email no later than 48 hours following your registration date. Your session fee will be fully refunded within 3-5 business days if I have not submitted Form 8821 to the IRS.  If Form 8821 has been submitted to the IRS, the amount to be refunded is $170. Funds must have been received and your cancellation notice received within the parameters specified above.