Initial consultation with Carolina Solís

Prepare a description of your assets, family circumstances and objective. The initial call establishes an overview and helps identify the next step.

Official calendar

Choose a time for your initial consultation.

The calendar shows Carolina’s current availability. Do not include sensitive documents in the appointment description.

If the calendar does not appear,open Calendly directly.

Before scheduling

The right preparation saves time.

The first call works best when the context is organized without sending sensitive information yet.

Objective

Define what you want to resolve: wealth, will, prenup, structure, business, AI, compliance or second opinion.

Current situation

Summarize what exists today: assets, companies, documents, providers, team or processes involved.

Urgency

Indicate whether there is a signing, payment, meeting, inspection, marriage, family change or pending decision date.

Questions

Prepare the questions you need to clarify to know whether to pay, wait or request another review.

During the call

Agree on a starting point.

The call is not meant to solve everything in thirty minutes. It organizes the priority and confirms the right route.

Clarity

What to review first

The urgent is separated from the secondary so you do not buy documents, structures or sessions that do not apply.

Scope

Which service fits

Carolina confirms whether a session, wealth service, business route or second opinion applies.

Next step

What to prepare next

If moving forward makes sense, you receive instructions on scheduling, payment, context and required documents.

Payment and review

A clear step before payment.

Begin by confirming whether this review fits your circumstances, before preparing documents or making payments.