Consulting
For consulting projects.
Learn when to tactically switch between stocks and bonds. Work with me.
Download the Free Regime Guide to Equity and Bond AllocationViewĀ our consulting project options
Book a High‑Impact Coaching Session
60 minutes, $500. We’ll tackle your highest‑leverage problem and map next steps.
What you get:
- Live strategy call focused on one project or decision
- Email recap with clear deliverables
- Ongoing email support until this scope is resolvedĀ
Want ongoing help? Quarterly or semi‑annual cadences, annual strategy talks, or weekly/monthly guidance. Tell me your timeframe and project, or message me to discuss fit.
If we agree on scope, we’ll kick off with a consulting call and build your plan. For longer term projects - description of goals, intended outcomes.
How it works:
- Choose your sessionĀ date
- Share your goals and context over e-mail
- Meet on the call and decide the plan
- I deliver follow‑up within the agreed window and stay in touch until complete
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