Our Process
How We Work Together
A clear, collaborative process designed to bring your family's vision to life — at a pace that works for you.
Every family is different. Every process is tailored.
There is no one-size-fits-all approach to agricultural family advisory. Georgina takes the time to understand your family's unique history, dynamics, and goals before recommending any course of action. The process below reflects the typical journey — but it always begins with a simple, no-obligation conversation.
Exploratory Conversation
A relaxed, confidential 30-minute conversation to understand your situation, answer your questions, and explore whether working together is the right fit. There is no obligation and no agenda — just an open dialogue.
Clarity on whether and how Ag Plan Inc. can help
Discovery Discussions
A deeper, structured session to map out your family's unique circumstances — financial position, relationships, goals, and concerns. Georgina listens first, asks the right questions, and begins to identify the key themes and priorities.
A shared understanding of your family's situation
Assessment, Strategy & Priorities
Georgina conducts a thorough assessment and develops a tailored strategy. Together, you determine the priorities — whether that's resolving an immediate conflict, preparing for a lender conversation, or mapping out a multi-year succession plan.
A clear roadmap with defined priorities and next steps
Engagement & Implementation
With a strategy and priorities in place, Georgina works alongside your family — facilitating conversations, coordinating with advisors, establishing governance, preparing documentation, and guiding implementation. She remains a steady, trusted presence throughout.
Tangible progress on your family's most important goals
Review & Ongoing Support
Family enterprise advisory is rarely a one-time event. Georgina provides ongoing support as circumstances evolve — checking in, adjusting the strategy, and ensuring the family remains aligned through transitions and milestones.
Lasting alignment and a relationship built for the long term
Our guiding principles
Confidentiality
Every conversation is held in strict confidence. Families need a safe space to speak openly, and that trust is foundational to everything we do.
Collaboration
We work with your family, not at it. Georgina coordinates with your existing advisors — lawyers, accountants, lenders — to ensure a cohesive approach.
Neutrality
As a Chartered Mediator, Georgina holds no stake in any particular outcome. Her role is to help your family find its own best path forward.
Patience
Complex family and business matters take time. Georgina moves at the pace your family needs — never rushing, always present.
Ready to start the conversation?
Book a no-obligation discovery call with Georgina to explore how Ag Plan Inc. can support your family.