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GROWTH AND INNOVATION PLANS
We help businesses improve their performance through innovation in products, services, and strategy.
1 hr Consult
350$A focused, one-hour financial alignment session designed to bring clarity to a client’s current situation and immediate decisions. This is not coaching and not ongoing advisory.Valid for one month- Review of current financial picture
- Discussion of major decisions or concerns
- Identification of financial "leaks"
- Clear next steps
- Basic framework for stability and control
Executive Oversight
1,750$Every month+$150 Initial ConsultationFor high-responsibility clients who want deeper involvement and faster access.Valid for 12 months- Monthly deep-dive reviews
- Unlimited decision support
- Same day response
- Scenario planning (business, lifestyle, transitions)
- Best Value
Active Oversight ⭐ Most Popular⭐
1,000$Every month+$150 Initial ConsultationAdd value and maximize your competitive advantageValid for 12 months- Monthly financial alignment review
- Ongoing guidance and decision oversight
- Cash flow and lifestyle alignment
- Priority email/text access
- Proactive check-ins during major decisions
Foundation Plan
500$Every month+$150 Initial ConsultationBest for individuals or business owners who want structure without frequent touchpoints.Valid for 12 months- Initial goal setting meeting
- 4 Individual sessions
- Quarterly financial alignment review
- Cash flow and decision review
- Clear written summery after each session
- 1 on 1 email support
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