Adjusted against your first invoice
The retainer is not an additional cost — it’s applied in full toward the services you receive.
A short, guided onboarding to bring you into our secure client portal and get your engagement underway.
Three quick steps
Sign up
Use your primary email. When verifying, stay on the same device and browser you signed up on.
Your details
Follow the prompts in the portal. At the end you’ll pay a one-time, non-refundable retainer — applied in full toward your first invoice.
Get going
Navigate to your dashboard, initiate a service, and you’re underway.
About the retainer
To begin our partnership and ensure mutual commitment, every new client pays a one-time retainer. Here’s how it works.
The retainer is not an additional cost — it’s applied in full toward the services you receive.
It protects both sides and lets us allocate the right resources to your engagement from day one.
In return, you get a partner dedicated to your financial well-being with transparency and reliability.
Reach out and we’ll walk you through onboarding step by step.