col·lab·o·ra·tion

/kəˌlabəˈrāSH(ə)n/

A strategic partnership where two professionals align their expertise to deliver a more complete and effective outcome for the client. There are three options...

DO IT YOURSELF (DIY)

You lead. I equip.

This option is for advisors who want to guide their clients personally but need tools and training to do it effectively. I provide strategic frameworks, customizable resources, and targeted coaching so you’re confident facilitating powerful personal conversations that go beyond the financials.

$49/month ($490/year) includes advisor toolkit, access to training sessions, and ongoing access to updated tools.

DONE WITH YOU (DWY)

You lead. I support.

You remain the primary advisor, and you bring me into select 60-90 minute virtual sessions to provide insight where needed—whether that’s identity, regret, emotional readiness, or post-exit planning. It’s like having a personal strategy expert on call, integrated into your client process.

$275 per session, with volume packages available.

DONE FOR YOU (DFY)

You focus on the financials. I focus on the personal.


I work directly with your client as part of your advisory team, taking full responsibility for helping them build their personal strategic plan. You stay looped in while I guide them through a proven process to help them design a fulfilling life beyond the business.

Starting at $5,250 per client engagement.

If any of these options appeal to you, or you have any questions to help clarify further,

set up a call today.