More focused support
Looking for a Deeper Next Step?
If you already know you need more time or a structured strategic plan, compare the options below. If you are unsure, begin with the free discovery call.
Clarity & Direction Session
60 minutes
$150 CADA focused pre-paid strategy session for clarity, direction and practical next steps around a current business, tax or financial question or decision.
- Live guidance for one current priority or decision
- No written recap is included
- After PayPal payment, Calendly confirms your Google Meet details and opens a short preparation form
Clarity & Direction Session - Extended
90 minutes
$225 CADA deeper pre-paid strategy session for layered business, tax or financial situations that need additional space, reflection and personalized direction.
- Designed for layered or connected priorities
- Includes a brief written summary of key insights and suggested next steps
- After PayPal payment, Calendly confirms your Google Meet details and opens a short preparation form
Strategic Financial Map
Tiered advisory engagement
Application requiredA deeper advisory pathway designed for clients who need a more integrated strategic plan. Starts with an intake or application process.
- Not presented as self-checkout
- Begins with an application and fit review
- A strategy session booked within 30 days may be credited toward the engagement when applicable
If you already know you are considering Tier 1, Tier 2, or Tier 3, mention that in the intake form.
These are strategy-focused advisory engagements. They do not include mortgage application processing, product placement, or implementation services.
The 60-minute session is booked through Calendly with PayPal payment, Google Meet details, and a short preparation form after checkout. The 90-minute session is also booked directly through Calendly with PayPal payment, Google Meet details, and the preparation form. Strategic Financial Maps begin with an application and fit review.