How We Help You Succeed

We help businesses reduce risk, optimize operations, and execute projects with structure and clarity. Our services are designed to improve decision-making, strengthen processes, and move initiatives forward with confidence.

 

Pricing is based on scope and complexity. Custom engagements available.

Foundations Strategy Intensive

$1,250 (One-Time)

The Foundations Strategy Intensive is a focused, one-time engagement designed to identify risks, improve decision-making, and create a structured execution plan.

 This is ideal if you feel overwhelmed, stuck, or unsure what to prioritize next.

You’ll walk away with a clear understanding of:

  • Risks and mitigation planning
  • Priority alignment and execution roadmap
  • What to fix, pause, or delegate
  • Structured next steps for execution

 

Best for

First-time business owners

Founders feeling overwhelmed or stuck

Business owners who want a clear plan before investing further

Execution & Project Support

We help you move from planning to execution — so the work actually gets done.
These services are designed for businesses that need structure, coordination, and consistent follow-through to move initiatives forward.

PROJECT IMPLEMENTATION SUPPORT

$1,200 – $3,000 per month

Turn plans into action - Structured Execution Support

Includes

  • Project planning (timelines & milestones)

  • Task breakdown & prioritization

  • Weekly check-ins

  • Progress tracking

  • Bottleneck identification & resolution

 

Best for
Businesses overwhelmed with execution
Clients who have completed a strategy phase.

OPERATIONS PROJECT MANAGEMENT

$2,000 – $6,000 per project

End-to-end operational project execution

Includes

  • End-to-end project management

  • Coordination of timelines, tasks, and stakeholders

  • Progress tracking and reporting

  • Risk identification and mitigation

  • Communication and alignment

 

Best for
Businesses executing operational improvements. Organizations needing structured project leadership.

EXECUTION & ACCOUNTABILITY PARTNER

$1,500 – $3,000 per month

Ongoing support and momentum

Includes

  • Weekly or biweekly calls

  • Project and priority tracking

  • Risk monitoring and mitigation

  • Decision support

  • Accountability and alignment

 

Best for
Business owners managing multiple priorities. Teams needing structure and consistent follow-through.

Project-Based Engagements

These are contained projects with a clear beginning, middle, and end. They are ideal if you want hands-on guidance for a specific phase — without a long-term retainer.

STABILIZE

$1,000 | 2–3 weeks

Includes

  • Business diagnostic and risk review
  • Identification of top 3 critical issues
  • Process improvement recommendations
  • Digital declutter guidance
  • Immediate decision support
  • 30-day action plan

 

Best for
Owners in chaos mode — too many problems, no clear priority.

RESET

$1,750–$2,000 | 30–45 days

Includes

  • Process optimization and operational cleanup
  • Risk mitigation planning
  • Owner-level decision framework
  • 90-day roadmap
  • Weekly working sessions
  • Email support

 

Best for
Businesses that are operating — but inefficient, stressful, and stuck.

CONTINUITY

$2,500–$3,500 | 60–90 days

Includes

  • Everything in Reset
  • Risk and dependency review
  • Succession and continuity assessment
  • Operational continuity planning
  • Role clarity and transition planning
  • 2-month transition roadmap
  • Advisor coordination checklist

 

Best for
Family businesses, legacy owners, or anyone planning transition, succession, or exit.

Ongoing Advisory 

Long-Term Strategic Partnership (most popular)

CLARITY & DIRECTION

$1,000 / month

For business owners who want a trusted thinking partner and strategic guidance without heavy involvement.

 

Includes

  • Strategy sessions
  • Advisory support 
  • Risk and priority guidance
  • Monthly summary with key
    takeaways and actions

 

Best for

  • Solo founders
  • Small businesses with limited complexity
  • Owners who need clarity and accountability

STABILIZE & OPTIMIZE

$1,500 / month

For business owners who want structure, follow-through, and help cleaning up and stabilizing operations.

 

Includes

  • Working sessions
  • Risk identification and mitigation
  • Advisory support 
  • Business cleanup and optimization:
    • Process clarification
    • Priority planning
    • Role and responsibility alignment
  • Light project planning (roadmaps, timelines, planning documents)
  • Progress reviews

 

Best for

  • Growing businesses
  • Owners managing increasing complexity
  • Businesses that feel busy but disorganized

EXECUTIVE PARTNER

$2,500 / month

For high-stakes situations where business decisions carry long-term impact and demand thoughtful analysis, and alignment.                                   

 

Includes

  • Strategy sessions 
  • Risk and scenario planning
  • Operational strategy
  • Deep strategic advisory support for:
    • Business transitions
    • Succession planning
    • Crisis or stabilization periods
  • Scenario planning and decision modeling
  • Strategic roadmap

 

Best for

  • Family-owned businesses
  • Business owners navigating transition or succession
  • Leaders who want an experienced strategic partner

Financial Strategy & Risk Planning

FINANCIAL ORGANIZATION & PLANNING

$1,000 / month

For business owners who want a trusted thinking partner and strategic guidance without heavy operational involvement.

 

Includes

  • Financial clarity conversations
  • Organization and structure guidance
  • Simple financial tracking systems
  • Risk identification and mitigation
  • Decision support

 

Best for

  • Solo founders

  • Small businesses with limited complexity

  • Owners who need clarity and accountability

CASH FLOW & BUDGETING 

 

$1,500 / month

For business owners who want structure, follow-through, and support stabilizing their financial operations.

 

Includes

  • Cash flow planning

  • Budget system design

  • Financial risk identification

  • Profit strategy

  • Financial cleanup and organization

 

Best for

  • Growing businesses

  • Owners managing increasing complexity

  • Businesses that feel busy but financially disorganized

RETIREMENT & LONG-TERM PLANNING

$800–$1,200 (One-Time)

For individuals and business owners who want clarity on their retirement picture and the steps needed to prepare with confidence.                                   

 

Includes

  • Retirement projections (educational)
  • Scenario planning
  • Risk identification
  • Planning recommendations
  • Next-step guidance

 

Best for

  • Pre-retirees seeking clarity

  • Business owners planning ahead

  • Families unsure if they are on track

  • Individuals who want a structured retirement view

* Does not include investment advisory. *

Estate & Continuity Planning

ESTATE & CONTINUITY PLANNING

$800–$1,200

For families and business owners who want to better understand their estate picture and prepare thoughtfully for future planning.

 

Includes

  • Estate planning education
  • Strategy conversations
  • Risk and dependency identification
  • Legacy planning
  • Next-step recommendations

 

Best for

  • Families beginning estate planning

  • Business owners thinking about legacy

  • Individuals who want to get organized before meeting an attorney

  • Clients seeking clarity on what to prepare next

REVIEWS & COORDINATION

$1,000 – $2,500 per engagement

For individuals and business owners who want a second set of eyes and structured support coordinating their estate and beneficiary details.

 

Includes

  • Beneficiary reviews
  • Coordination with attorneys
  • Account awareness
  • Risk identification
  • Next-step preparation

 

Best for

  • Clients preparing to meet with an estate attorney

  • Families reviewing beneficiary designations

  • Business owners organizing key documents

  • Individuals who want clarity and coordination support

Flexible Payment Options

We offer flexible payment plans for small businesses.
Our goal is to make operational and project support accessible without financial strain.

Payment plans available for select engagements.