How Engagements Begin

Advisory engagements follow a structured and deliberate process.

Step 1 — Initial Consultation

Prospective clients request a private consultation and provide a high‐level overview of their circumstances.

Step 2 — Suitability Review

Each request is reviewed to determine whether an advisory engagement is appropriate.

Step 3 — Advisory Engagement

Where suitable, a private advisory engagement is offered. This typically includes: - A confidential consultation

- Structured diagnostic review

- A written advisory summary outlining considerations, risks, and possible pathways

Ongoing Assistance

Where appropriate, ongoing advisory assistance may be offered following the initial engagement.