Give me some basic information about yourself. Me, or Surajit will personally call you to review your current financial situation and to identify your most pressing issues so that we can determine if we are a good fit to work together. If we are, we will develop a comprehensive financial plan that addresses your issues whether that is reducing your taxes, improving practice performance or increasing investment returns. We will also apply the new tax law to your specific practice so you can quickly see what these changes would mean for you.