Service on Your Schedule

We begin every client engagement with a 3-hour free introductory business analysis in person or virtually. This consultation is designed to assess your financial health while showing you the value we can provide.

Following this discussion, we will provide you with a simple, detailed analysis that highlights:   

- Positives   

- Blind spots   

- Pitfalls

- Potential Opportunities   

Afterward, we will present a proposal outlining how Kramer Advisory can partner with you to address these areas and optimize your financial performance.  

Choose a package

Advisory Packages