Consulting

Utilize one on one conversation

Let me guide you through your project. Not sure what you need, or where to get started;

• Need help picking stocks for a portfolio, or want a once over?
• Stuck implementing your university student fund program
• Need a new course design?
• Want to start a research project? 
• Looking for consulting in a niche finance area?
• Want a second set of eyes on an important idea to you? 

Consult with me for 15-30 minutes or 1 hour.

Book a High‑Impact Coaching Session

15 minutes, $250 — or 30 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
• For longer term projects: 5–10 hours of my follow‑up work between calls (research, notes, action plan) etc. 
• Email recap with clear deliverables, resources, and timelines
• Ongoing email support until this scope is resolved (or we set up ongoing work)

Want ongoing help? Quarterly or semi‑annual cadences, annual strategy talks, or weekly/monthly guidance are available. 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.

How it works:

1. Choose your session length
2. Share your goals and context on the intake form
3. Meet on the call and decide the plan
4. I deliver follow‑up within the agreed window and stay in touch until complete

Choose your session:

• 15‑Minute Power Session — $250
• 30‑Minute Strategy Session — $500

For longer term projects - description of goals, intended outcomes, time needed to strategize and decipher information and anlayze data. For further information contact me.

Note on expectations: I expect you to have a clear idea of why you want to call, with expectations of what you'd like to come out of it. If you’d like continuing support beyond this scope, we can book another session or set an ongoing package. If you'd like to chat or come up with a plan or idea together we can do that.