Services Offered to You

---

Simply stated, a "strategy" is a well thought-out plan for moving forward toward your intention. Regardless of the kind of strategy you need—Career, Retirement, or Business—an outside perspective can provide invaluable insight. The three-step process that follows is designed for you to get maximum value from your time with me as I guide you through the decision-making model. All interactions are conducted via telephone or an online meeting platform.

STEP 1: INITIAL CONSULTATION

The first step is designed for you to decide if you are comfortable with my approach and style before you spend a penny. I use the time on our call or online meeting to make an initial assessment of your needs and how I think I can help. This step typically takes about 30 minutes.

STEP 2: STRATEGY DEVELOPMENT

This deep dive involves a simple method to help you make decisions about your career, retirement, or business. During this second step, I use my own process framework to guide you through a series of questions that focus on the essential elements (both internal and external) of your career, retirement, or business, including your needs and aspirations. I then complete your personalized decision-making guidance template that I send to you and that we discuss in a follow-on call or online meeting. All of this is included in your Strategy Development fee and requires a time commitment on your part of about two hours. 

STEP 3: FOLLOW-ON STEWARDSHIP

This step is offered in case you want a more in-depth analysis of personal or external influences on your strategy, or simply want a guide through changing times and circumstances. You can continue to call on me for consultations and guidance by contracting for my ongoing personalized stewardship of your career, retirement, or business strategy in the third step of the process.