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.
Get Started
| 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 minutes | Complimentary | No payment required |
Personal Finance Coaching
| Consultation | Duration | Price | Booking |
|---|---|---|---|
| Personal Financial Consultation (30 Min)A single session on your personal financial position and a specific decision or goal. | 30 minutes | $50 | Payment required before final confirmation |
| Personal Financial Consultation (1 Hr)An extended session covering budget, cash flow, financial organization, and goal planning together. | 60 minutes | $75 | Payment required before final confirmation |
| Personal Finance Coaching — Monthly CallThe recurring accountability, budget, and progress session included with Personal Finance Coaching. | 45 minutes | Included | Existing coaching clients only |
For Businesses
| Consultation | Duration | Price | Booking |
|---|---|---|---|
| CFO Program — Monthly Finance CallThe standing monthly session included with the Fractional CFO Program: reporting review, cash outlook, and the decisions ahead. | 60 minutes | Included | Existing program clients only |
| Business Financial Strategy Consultation (30 Min)A 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 Consultation (1 Hr)A deeper session covering your financial position, reporting, and priorities for the next few quarters. | 60 minutes | $75 | Payment required before final confirmation |
Tax Preparation and Filing
Tax preparation and filing consultations are available for both individuals and businesses.
| Consultation | Duration | Price | Booking |
|---|---|---|---|
| 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-up (30 Min)Follow-up discussion on filing questions, documentation, or planning considerations. | 30 minutes | $50 | Payment required before final confirmation |
| Tax Preparation — Follow-up (1 Hr)An extended follow-up for more involved filing or year-round readiness questions. | 60 minutes | $75 | Payment required before final confirmation |
| Exclusive Professional CallA private professional working session for a focused financial or business discussion. | 60 minutes | $125 | Payment required before final confirmation |
Schedule
Book your appointment
Choose your consultation to continue to Calendly, where you can select a time and complete any required payment securely. You'll receive the confirmation, calendar invitation and virtual meeting details after booking.
Select a consultation below to continue to Calendly, choose an available time, and complete any required payment securely.
Get Started
Personal Finance Coaching
For Businesses
Tax Preparation and Filing
For individual and business tax preparation and filing needs.
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.