Pillar 3 — General Advisory

A credentialed perspective, when you need it

For businesses and individuals who don't need a full engagement — just a reliable advisor to bring a question to and get a straight, considered answer.

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What it is

Advisory, on your terms

Not every question warrants a full project or an ongoing retainer relationship. Sometimes you just need someone with the right background to think it through with you — quickly, honestly, and without an agenda to sell you something.

Advisory on Demand covers exactly that: open-agenda sessions when a question comes up, or a standing retainer so you always have a trusted advisor on call — for business or personal financial matters alike.

A signed engagement letter is required before any advisory work begins. These services provide advisory perspective only — not investment advice, insurance advice, or systematic tax advice, which are regulated services.

Good for questions like

  • "Does this deal actually make sense for me?"
  • "How should I be thinking about this trade-off?"
  • "Can you sanity-check my numbers before I commit?"
  • "I need an objective second opinion on a decision."
  • "Who else should I be talking to about this?"
The offerings

Two ways to work together

Bring a one-off question, or keep an advisor on standing call.

One-time

Ask-Me-Anything Session

An open-agenda advisory session. Bring whatever's on your mind — business or personal — and get a direct, considered answer. The most flexible way to get a credentialed perspective without committing to more.

$200 – $350
Ongoing

Trusted Advisor Retainer

A monthly retainer that keeps an advisor on call for any financial question — business or personal. Broader in scope than the Business Advisory Retainer; a scope-management approach keeps quick questions quick and larger pieces of work properly scoped.

$600 – $1,400 / month
Advisory on Demand provides general advisory perspective based on the information you share. It does not constitute investment, insurance, legal, or tax-filing advice — where a matter calls for those, we'll point you to the right professional.
Have a question in mind?

Bring it to the table

Tell us what you're weighing up. If an Ask-Me-Anything session or a retainer is the right fit, we'll say so — and if it isn't, we'll tell you that too.

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