Three steps toward a more useful planning conversation

1. Choose one priority

What is the most important business or planning decision in front of you? Write down the decision, your timeline and the questions you want answered. Our Tax Reduction Playbook includes a fillable worksheet on page 14 to help you prepare.

2. Start with Mike

Your initial conversation is with Mike Dyal. We discuss your goals, what you already have in place and whether the next step is a focused review, additional information or coordination with another professional. Downloading a guide does not commit you to services.

3. Agree on the work and secure handoff

Before work begins, we clarify scope, fees, responsibilities and how documents should be shared. Gather relevant information, but wait for the agreed secure delivery instructions before sharing tax returns or sensitive records. Do not put account numbers or Social Security numbers in the website contact form.

Good preparation makes the conversation more useful. You do not need to arrive with every answer—bring the decision you want to make and the facts you already know.