Schedule a Consultation


Ready to see some results? Let’s get started.

I typically work with independent professionals and medium-sized firms. If that sounds like you, then I invite you to fill out my contact form by clicking the ‘Request Consultation‘ button below or contact me by text or call at (949) 242-9178.

If you have questions or would like to know if I perform a given service or consult on a given issue, you can ask away on the contact form. There is no obligation to move forward with a consultation if you find that you need a different fit.

Read on to learn more about the types of services I offer, consultation structure, fees, and the benefits to working with me.

How does the consultation process work?

Scheduling

Consultations are scheduled over Zoom video call. Consultations can be scheduled for 45 minutes, for quick and straightforward requests, or for a 90 minute block for more lengthy discussions.

If you think you’ll need a little (or a lot!) of extra time, enjoy the flexibility of additional 30 minute meeting blocks.

No need to worry if things run a little longer than expected though, I offer a 15 minute grace period on all consultations.

Fees

Your consultation is FREE if you choose to move forward with my services. However, there is no obligation to contract with me after we meet.

Consultation fees must be paid up front and are non-refundable. If you choose to go ahead with my services, they will be deducted from your contracting fee.

Preliminary Quote

You will receive a preliminary quote for services at the end of our consultation or shortly thereafter. Your quote will include a simple breakdown of the necessary actions or services to achieve your goals.

You can always request further services or additions to your plan if further needs arise during the course of our collaboration. This will come at an additional fee, but not to worry–we’ll find a solution that fits your needs at a price that is right for you.

Benefits of working with an independent consultant

*note that mid-process changes such as deletions of segments of your business plan may compromise the achievability of certain results

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If you would like to schedule a consultation, please include your preferred dates and times in the field below. While typically I host preliminary consultations over Zoom, I can accomodate phonecalls if needed. In-person consultations will be subject to schedule availability. If you would prefer a phonecall or an in-person consultation, please specify this in the field below.