We often use Calendly to streamline the scheduling process—avoiding the sometimes endless back and forth emails or calls to lock in a mutually convenient day and time.
We meet with clients or prospective clients in our offices or somewhere they find comfortable and convenient (their home, office, favorite lunch spot, etc).
We have 2 primary office locations for in-office meetings in the Dallas/Fort Worth area:
550 Reserve Street #190
Southlake TX 76092
15110 Dallas Parkway, Suite 500
Dallas TX 75248
If you are not located in the Dallas/Fort Worth area, we are happy to “meet” via phone and/or video. We have many clients who either a) moved away from our offices or b) were referred to us by their friends or family and we haven’t had the opportunity to meet in person. Today’s tools make it fairly simple to maintain a long-distance relationship, even when working together on such a personal topic.