Consulting Philosophy: Learn. Build. Grow. — Choose the support you need, when you need it.
| Package | Description | Ideal For | Price |
|---|---|---|---|
| Learn | 2-hour diagnosis session + action plan. We identify challenges in capital, marketing, operations, sales, or leadership and provide a tactical playbook — backed by 25+ years of Wall Street experience. | Business owners who want expert clarity & direction without long-term commitment. | $500 one-time |
| Build | 30-day implementation sprint focused on one business area (e.g., lead gen, funnel, capital, tech stack). Includes 2 strategy calls, weekly check-ins, and guided execution. | Owners ready to take action who need help executing. | $1,500 per sprint |
| Grow | Ongoing consulting. Bi-weekly calls, project manager support, tools & systems guidance, and growth accountability. We act as your strategic partner. | Businesses scaling, optimizing, or preparing for exit. | $2,500/month (3-mo min) |
| Service | Price |
|---|---|
| Website or funnel audit (with screencast feedback) | $149 |
| AI Tool Setup & Training | $399 |
| CRM Setup + Automation Build | $799 |
| 30-Day Social Media/Content Plan | $499 |
