Services & Pricing

Practical guidance for individuals, families, business owners, nonprofits, and leaders navigating important transitions.

Start the Conversation

Discovery Call

20 Minute Complimentary Discovery Call

Not every situation requires a full engagement.

A brief conversation to understand your situation, answer initial questions, and determine the most appropriate path forward.

NextSteps Strategy Session

$250 | 60 Minutes

A focused one-on-one advisory session designed to bring clarity, identify priorities, and create a practical path forward.

Common Situations

• Life transitions
• Estate-related questions
• Business challenges
• Career decisions
• Leadership situations

Ongoing Advisory Support

Many situations require more than a single conversation. For clients seeking deeper involvement, ongoing advisory support is available based on scope, complexity, and desired level of engagement.

Additional Guidance

$500-$1,000

For situations that require support beyond a single strategy session.

Complex Situations

$1,000-$3,000

For matters requiring deeper research, coordination, planning, organization, or ongoing involvement.

Ongoing Guidance

Custom Quote

For individuals, families, businesses, and organizations seeking continued support through significant transitions and important decisions.

Every situation is unique. All ongoing engagements begin with a Discovery Call or NextSteps Strategy Session to determine the most appropriate level of support.