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This intake helps determine whether a short-term advisory engagement is a good fit.

Please answer the questions below in your own words. Submitting this information does not create any obligation, and no highly sensitive personal data should be included.

Please do not include account numbers, SSNs, or confidential credentials.

INTAKE FORM

First Name *

Last Name *

Phone

Email address *

1. In one or two paragraphs, describe the situation you’re dealing with. *

2. What outcome would make this feel resolved or clearer for you? *

3. What feels blocked, confusing, or stuck right now? *

4. Have you already tried anything to address this? If so, what? *

5. Are there any deadlines, constraints, or external pressures involved? *

6. What kind of support are you hoping for at this stage? *

Is there anything further you would like to mention that would provide insight into your situation?

If you prefer, you may also submit these responses directly by email.

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