Our Process

During this time, we provide an overview of In Good Company and our process. We also discuss expectations, the type of clients who would benefit the most from our services, and ultimately, whether or not what we do is the right fit for your specific needs.

Based on the information gathered during the initial consultation, we develop a tailored plan that identifies major risks and opportunities for growth, as well as a blueprint for implementation. We also work to define success and put key metrics in place to help us measure the impact of our recommendations.

This is where we put the assessment into action and “put you in good company” with our highly selective group of trusted, vetted professionals based on your specific needs. All the while, we remain fully involved to ensure that the plan we developed is being properly executed.

In the assessment stage, we will develop a check-in frequency. During these meetings, we review our previously established key metrics and evaluate how we are trending toward “success.” We also make any necessary adjustments to the plan so that we continue to serve as your advocate, and best position you to do what needs to be done to reach your goals. Of course, you can always reach out to us in between these meetings with any questions or concerns you may have.

For some, it will take months; for others, it will take years. Regardless of your specific situation, though, you will end up here. In fact, we guarantee that you will achieve your goals and reach your previously established definition of “success” as long as you are committed to the process.