First, we start with a free consultation. 

We can do this over the phone or in-person, at your convenience.  We’ll discuss your known family history and determine what new information you want to discover about your family.  For example, maybe you want to know where your great-grandfather was born.  Or perhaps you want to learn about your grandmother’s parents.  That becomes our goal.

Next, we agree upon a plan of action

Based on the goal determined during our consultation, I will come up with a recommendation for the estimated time required to pursue that goal.  We will agree upon a maximum number of hours to spend and create a contract documenting these details.  An initial deposit is required for me to begin work.

Research and analysis

Based on the goal and the time requirements, I will come up with a research plan identifying available records and resources from many different sources that will assist us in meeting your goal.  I will perform the research and analyze the data carefully, using formal genealogical standards to support and confirm the conclusions.  During this process I will keep you updated on the status of the assignment.

Final report

I will create a fully documented report that provides the results and conclusions of the research and analysis.  The report will include a pedigree chart and/or a family group sheet, a list of the resources used, copies of relevant documents, and details of the analysis that confirm the conclusions, including source citation footnotes.  It will also include recommendations for future research.

Last steps

I will send you an invoice for the time spent on the assignment, less your initial deposit.  Once payment is received, I will send the final report. 

Want more?

Now we can continue with another new goal.  Perhaps you want to go back another generation.  Or maybe you want to work on a different branch of your family tree.  We can continue your family history research in small increments determined by you.