Strategy Session for Advisors

When you want an expert in your corner so you can help a client navigate family conflict

I consult with family advisors of all types, including lawyers and wealth managers.  If a family conflict is preventing your client from meeting important goals, you're frustrated on their behalf and eager to help them clear the bottleneck.  If you're not sure where to start with this client, spend an hour with me.  I'll give you a sounding board and frank advice.

How it works:

We schedule the session by phone or Zoom video.  I send you a short questionnaire in advance so we can make good use of our time.  After we review the situation together, I’ll suggest steps you can take to help your client move forward.

Investment:

Advisor Strategy Session (60 minutes): $500

Follow-up support available as needed