Bring your AML/CTF program if it's handy. We'll confirm whether an evaluation is due, what it should cover for a firm your size, and the fixed fee. Not the right fit? I'll say so, and point you somewhere better.
Choose a 20-minute slot straight from my calendar — you'll get an invite with a Google Meet link.
Choose a time →Prefer to start in writing? Tell me a little about your firm and I'll come back to you within one business day.