Consultations

More than insurance.
Sit down with us.

Tax preparation, notary, passport & OCI, project and change management. Book time with our team.

Book Appointment
01

Tax Preparation

Personal and business returns. Year-round filing support.

$991 hour
02

Finances & Policy Review

Review your existing policies and full financial picture with us.

Free1 hour
03

Project Management & Process

PMP-certified consultation on operations, processes, and workflow.

Free1 hour
04

Change Management

The people side of change. New orgs, processes, and technology.

Free1 hour
05

Passport & OCI Services

Visa assistance, passport renewal, OCI applications, and travel services.

$2501 hour
06

Notary Services

Documents notarized at our office. Appointment recommended.

Varies30 mins