Getting Started

If you have been referred to us or you have been offered a consultation, then please contact us and populate the form below, so we can set up a meeting.  If you are interested in our services and want to learn more, then please contact us and populate the form below so we can set up an initial phone consultation.

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We initiate the process with either a meeting (see below) or a phone consultation which allows you to ask questions, learn a little bit about each other and allows us to evaluate a fit for one another.  Fit is important because we work closely with our clients and we want to set ourselves up for success.

We then meet for a free consultation, either in person or over the phone, to investigate and learn more about your needs and communicate more about Pacific Capital Works’ approach.

If the fit is not appropriate, then we will provide you with assistance on next steps or refer you to an appropriate advisor.

 


 

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