Strategy Session

A two hour working session to map your situation to the right next step and scope the work. Fully credited toward any service of $500 or more when you enroll within 30 days.

Scoped and quoted after a strategy session, so the number matches the work.

• A focused 1:1 strategy session, not a pitch
• In one two-hour session, we work through your needs, challenges, goals and opportunities
• Your plan arrives within 24 hours
• It covers what you can fix on your own, in reasonable timelines, with clear steps to act on
• It also shows how we can work together beyond that, if you want the help
• 100% credited toward any service of $500 or more when you enroll within 30 days

Not sure this is the right fit? Ask The Advisor or get your diagnostic report.