CONSULTATION HOURS
Focused Guidance When You Need It Most. This Is Not Your Typical Coffee Chat.
Sometimes you do not need a full engagement. You need focused time with someone who understands your business, knows the industry, and can help you and your team move forward with clarity and a plan. Consultation Hours are designed for exactly that.
Consultations are currently closed. Please join the waitlist to be notified when spots become available.
The Consultation Process​​
INTAKE
Before we meet, you will complete a short intake form outlining your current situation and the area of your business you want to address. This ensures our time together is focused and productive from the start.
CONSULTATION
We will meet virtually to dig into your topic, clarify priorities, and work through your desired outcome together. You will leave with clear next steps to guide your team forward.
SUPPORT
Following the consultation, you and your team will have access to email support for up to three weeks. Use this time to ask questions and get quick feedback as you begin to implement.
Spaces for Consultations are currently closed.
Join the waitlist for priority access when they reopen.
What You Get
Strategic Action Planning Session
A dedicated hour to work through a specific challenge, process, or opportunity in your business. No distractions and no generalized advice.
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Guidance and Feedback
Access to 20+ years of experience in wealth management to help point your team in the right direction with insights and best practices to elevate your client experience and grow your business.
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Clear Next Steps
You will leave the consultation with a focused action plan to guide your team forward and keep everyone aligned and accountable.
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Email Support
Following the consultation, you and your team will have access to email support for up to three weeks to ask questions and get quick feedback as you begin to implement. (Maximum of 10 emails.)
Consultation Details
Investment: $300
Spots: Limited availability per month​
An hour to get focused, targeted support designed around a specific need in your business.
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An online discovery form to outline your goal for the consultation
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Three weeks of email support to help with implementation​​​
This is for you if...
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You are not ready for a full engagement but want access to experienced guidance when you need it.
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You want to work through a specific challenge, process, or opportunity and would like focused feedback and guidance.
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You are looking for an accountability partner to check in with and keep your team on track.
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You have completed a Coaching and Consulting Engagement and want to maintain momentum with ongoing support.