Hourly Consulting

Hourly Help Sessions

I provide hourly consulting for financial advisors who would like some one-to-one help. Typically, I help with advisors who have operations and/or marketing challenges.

A consulting session is one hour at a rate of $250 (one hour minimum). We can do anything you want during that time, including screen share and walk through any specific challenges you are having.

Book a Consulting Session

Hourly Project Consulting

In addition to the help sessions described above, I also provide project-based services at the same hourly rate. Examples of projects include:

  • Website/marketing/SEO audits
  • Marketing strategy design
  • Operations and systems design and implementation
  • AI application development
  • Technology implementation

Anything that's in my wheelhouse, I'm happy to do on a project basis billed by the hour.

Contact Me for Details

Not ready for a paid session?

Send a free voice memo, drop into monthly office hours, or join the Ops & Impact Community for ongoing group help.