A Clear Proposal Starts with a Simple Conversation.

We invite you to reach out, learn about our services, and see how our proposal process works before making any decisions.

Let's Connect

Meaningful work takes time. It requires trust, shared understanding, and mutual alignment around our role and responsibilities. We believe it is essential that you truly get to know us and that we take the time to understand the family system we are being invited into.

When you engage us, we recognize the significance of that invitation. Being welcomed into a family enterprise is not taken lightly. It carries responsibility, discretion, and a deep obligation to serve with care.

Engagement Letter Development

Our engagement letters are designed to create clarity, alignment, and flexibility from the start. It outlines the scope, value, and structure of our work while allowing room to adapt as your needs evolve.

1. What We’re Hearing

We begin by summarizing our understanding of your goals, challenges, and priorities. This confirms that we’re aligned and that your needs have been accurately captured.

2. The Value Our Work Will Add

We outline how our services will address your specific situation, highlighting the outcomes, benefits, and strategic value our work is designed to deliver.

3. Deliverable Expectations

This section details exactly what we will provide, including scope, format, and key milestones, so expectations are clear from the start. We typically breakdown our work into the following process components:

  • Kickoff: a meeting with all of our clients to confirm objectives, timeline, and scope of work

  • Context: gather relevant information to understand where the client is today and key considerations

  • Reflection: summarize our findings and present preliminary observations

  • Visualization: get agreement on our findings

  • Follow-through: perform the work in the agreed-upon timeline

4. Engagement Timeline

To promote ease of engagement and flexibility, we typically structure our work in clearly defined phases.

  • Phase 1 is often projected over 3–6 months, allowing clients to engage without the pressure of a long-term commitment.

  • Phases 2 + are outlined at a high level, providing visibility into what future phases may look like should the engagement continue or expand.

This phased approach allows us to pivot as needed, adapt to changing priorities, and ensure the work remains aligned with your evolving goals.

5. Arrangement & Fee Outline

You’ll receive a transparent overview of the engagement structure and associated fees, ensuring you understand the investment and how it aligns with the value delivered.

6. Terms and Conditions of Engagement

Finally, we outline the terms that govern our working relationship, including responsibilities, confidentiality, and other standard engagement conditions.

* Assumed deliverables are subject to change based on the direction of the Client.

What to Expect

  • Clear scope of work and deliverables

  • Transparent fees and engagement terms

  • A phased timeline that supports flexibility

  • The ability to pause, pivot, or proceed at each phase

Our work is deeply time-intensive and is what makes our services meaningful, unique, and worthy of the families we serve.

Fully Engaged at Every Step.

Our project mapping process is designed for real involvement, keeping momentum high and details organized from kickoff to follow-through. When families are part of the engagement, the work moves forward with shared purpose, clear communication, and lasting alignment.