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Strategic Advisory Session
What It Is
A private 90-minute strategic advisory session designed to examine your financial structure during periods of transition or uncertainty.
The session focuses on identifying structural vulnerabilities, financial pressure points, and areas where greater clarity is required before making major financial decisions.
Who It Is For
This session is designed for individuals navigating:
- Career transitions
- Income volatility
- Athletic career planning or post-career preparation
- Major financial decisions
- Women navigating financial independence
- Provider pressure and family obligations
-
Older adults navigating major financial decisions during retirement or later-life transitions
What You Leave With
Within 24 hours you will receive a written Stabilization Report outlining:
- Structural observations
- Immediate stabilization considerations
- Short-term focus priorities
- Financial guardrails and risk considerations
- Strategic recommendations
Investment
90 minutes — $1,000
Sessions are conducted privately and are limited to individuals navigating significant financial transitions.
Sessions
1 hr 30 min
1,000 US dollars
1 hr 30 min
1,000 US dollars1 hr 30 min
1,000 US dollars1 hr 30 min
1,000 US dollars
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