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:

  • AI tool audit: identify which AI tools could immediately reduce your workload
  • AI-powered execution roadmap 
  • 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

➕ AI Add-On Available Add an AI tool audit to your strategy session — identify which tools could immediately reduce your workload and accelerate your execution plan.  +$300

AI Readiness & Integration Assessment

$1,500 (One-Time)

 

For business owners who want to understand how AI can work for their specific business — without the tech overwhelm.

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

 

You’ll walk away with a clear understanding of:

  • Current tools and workflow audit
  • AI opportunity identification (where AI can save you time and money)
  • Tool recommendations tailored to your business
  • Implementation roadmap
  • 30-day quick-win action plan

 

Best for

 

Business owners curious about AI but unsure where to start

Companies wanting to stay competitive without hiring a tech team

Owners overwhelmed by AI options and needing a clear direction

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

  • AI workflow integration
    • Identify tasks that can be automated during execution
  • Setup of AI-assisted progress tracking and reporting tools

  • Weekly check-ins

  • Progress tracking

  • Bottleneck identification & resolution

 

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

 

➕ AI Add-On Available AI workflow integration — identify tasks that can be automated during execution and set up AI-assisted progress tracking. +$300/mo

OPERATIONS PROJECT MANAGEMENT

$2,000 – $6,000 per project

 

End-to-end operational project execution

 

Includes

  • End-to-end project management

  • AI tools assessment for project coordination (scheduling, reporting, communication)
  • Recommendation and setup guidance for AI project management tools

  • 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.

 

➕ AI Add-On Available AI tools assessment for project coordination including scheduling, reporting, and stakeholder communication. +$500

EXECUTION & ACCOUNTABILITY PARTNER

$1,500 – $3,000 per month

 

Ongoing support and momentum

 

Includes

  • Project and priority tracking

  • Risk monitoring and mitigation

  • Monthly AI tool review
    • Are you using the right tools for your current priorities?
  • AI-assisted decision support documentation

  • Decision support

  • Accountability and alignment

  • Weekly or biweekly calls

 

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

 

➕ AI Add-On Available Monthly AI tool review — are you using the right tools for your current priorities? Includes one new tool recommendation and setup guidance per month.  +$200/mo

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 and AI audit
    • Are your current tools helping or adding chaos?
  • Digital declutter guidance
  • Immediate decision support
  • 30-day action plan

 

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

 

➕ AI Add-On Available Digital and AI audit — identify whether your current tools are helping or adding to the chaos. +$200

RESET

$1,750–$2,000 | 30–45 days

 

Includes

  • Process optimization and operational cleanup
  • Risk mitigation planning
  • AI process mapping
    • Identify which inefficiencies can be solved with existing AI tools
  • Tool consolidation recommendations
  • Owner-level decision framework
  • 90-day roadmap
  • Weekly working sessions
  • Email support

 

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

 

➕ AI Add-On Available AI process mapping — identify which inefficiencies can be solved with existing AI tools and consolidate your tech stack. +$300

CONTINUITY

$2,500–$3,500 | 60–90 days

 

Includes

  • Everything in Reset
  • Risk and dependency review
  • Succession and continuity assessment
  • AI documentation tools for succession planning
  • Knowledge transfer system setup using AI tools
  • 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.

 

➕ AI Add-On Available AI documentation and knowledge transfer tools setup — preserve institutional knowledge and streamline succession planning. +$400

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 AI tool guidance
    • One recommended tool per month relevant to your goals
  • Monthly summary with key
    takeaways and actions

 

Best for

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

 

➕ AI Add-On Available Monthly AI tool guidance — one recommended tool per month relevant to your current business goals. +$150/mo

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)
  • AI workflow cleanup
    • Identify redundant tools and recommend smarter alternatives
  • Automation opportunity identification
  • Progress reviews

 

Best for

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

 

➕ AI Add-On Available AI workflow cleanup — identify redundant tools, recommend smarter alternatives, and map automation opportunities. +$200/mo

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
  • AI strategy advisory
    • How AI affects your industry and competitive positioning
  • AI governance guidance for your business decisions
  • 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

 

➕ AI Add-On Available AI strategy advisory — how AI affects your industry, your competitive positioning, and your internal governance. +$300/mo

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
  • AI-powered financial tracking tool setup and guidance
  • Decision support

 

Best for

  • Solo founders

  • Small businesses with limited complexity

  • Owners who need clarity and accountability

 

➕ AI Add-On Available AI-powered financial tracking tool setup and guidance — spend less time on manual tracking. +$150/mo

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

  • AI forecasting tool recommendations and setup guidance

  • Financial cleanup and organization

 

Best for

  • Growing businesses

  • Owners managing increasing complexity

  • Businesses that feel busy but financially disorganized

 

➕ AI Add-On Available AI forecasting tool recommendations and setup guidance for smarter cash flow visibility. +$200/mo

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.