Coaching Services


Situational Clients seek targeted solutions to specified goals or situations.

Situational Clients work with us on a limited basis to seek guidance on the most appropriate solutions for their circumstances and goals, which can include:

• Investing strategy (one-time)
• Life insurance
• Long Term Care
• Disability protection
• Estate planning assistance
• Goal Setting
• Time Management
• Strategic Planning


Minimum fees/compensation: $1,000

Solutions will be selected based on client situation and needs.

Project Fees: Services are based on the complexity of the work performed and paid as a flat fee. Minimum fees are $1,000 per project.

Hourly Fees: Financial advice may be provided on an hourly basis, at a rate between $150 per hour and $300 per hour.


Situational Clients receive guidance, advice and service related to their specifically defined needs and concerns.

Ongoing service and support is provided as it relates only to the work performed. Additional services, separately, as requested or recommended.

Self-Development coaching and Financial Planning services are available separately.

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