Consultations
Book a consultation
Every relationship starts with a conversation. Choose the session that matches what you need to work through — complimentary options are available if you'd rather begin with an introduction.
Options & Pricing
Consultation types
Paid consultations require payment before the appointment is finally confirmed. Complimentary consultations never request payment.
| Consultation | Duration | Price | Booking |
|---|---|---|---|
| Discovery CallA short introduction to understand what you're working on and whether we're the right fit for it. | 15–20 minutes | Complimentary | No payment required |
| Business Financial Strategy ConsultationA focused working session on one business financial question — cash flow, budgeting, reporting, or a decision you're weighing. | 30 minutes | $50 | Payment required before final confirmation |
| Business Financial Strategy ConsultationA deeper session covering your financial position, reporting and the priorities for the next few quarters. | 60 minutes | $75 | Payment required before final confirmation |
| Personal Financial ConsultationA single session on your personal financial position and a specific decision or goal. | 30 minutes | $50 | Payment required before final confirmation |
| Personal Financial ConsultationAn extended session covering budget, cash flow, financial organization and goal planning together. | 60 minutes | $75 | Payment required before final confirmation |
| Tax Preparation — Initial ConsultationA short call to understand your filing situation and confirm what preparation would involve. | 15 minutes | Complimentary | No payment required |
| Tax Preparation — Follow-upFollow-up discussion on filing questions, documentation, or planning considerations. | 30 minutes | $50 | Payment required before final confirmation |
| Tax Preparation — Follow-upAn extended follow-up for more involved filing or year-round readiness questions. | 60 minutes | $75 | Payment required before final confirmation |
| Fractional CFO Monthly Financial ConsultationThe standing monthly session included with the Fractional CFO Program: reporting review, cash outlook and the decisions ahead. | Up to 60 minutes | Included | Existing program clients only |
Schedule
Book your appointment
Choose your consultation, pick a time, and complete booking in one place. Paid consultations are paid securely during booking and confirmed the moment payment succeeds — you'll receive the confirmation, calendar invitation and virtual meeting link right after.
Online scheduling is being connected to our Calendly calendar. In the meantime, send your request below and we'll confirm a time with you directly. Paid consultations are confirmed only after payment is completed.
What to Expect
How the process works
- 01
Start with a conversation
Choose the consultation that fits and schedule a time. Complimentary options are available if you'd rather begin with an introduction.
- 02
Share your situation
You complete a short intake tailored to the consultation type so the appointment starts with context instead of catch-up.
- 03
Confirmation and reminders
Your appointment is added to our business calendar and you receive confirmation, virtual meeting details, and reminders.
- 04
The consultation
A working session — not a sales call. You leave with recommendations, next steps, or deliverables in hand.
- 05
An ongoing partnership, when it fits
Where appropriate, we'll invite you into a recurring program and support the relationship with proactive communication and education.