Business Strategy for Planners
These private consulting engagements are designed for planners who are ready to strengthen their business foundation, including pricing for profit, capacity management, and leadership clarity, while building a business that feels sustainable long-term.
Consulting is offered by application only.
I work with a limited number of planners each year on pricing, systems, and sustainability.
Refining the Business of Planning
This offering is ideal for planners who already have experience in the industry and are ready to refine their pricing, strengthen systems, and create a more sustainable business structure.
Format
Who This is For
- Private, 1:1 consulting
- 3-session package
- Each session is 75–90 minutes
- Sessions are scheduled over 6–10 weeks
- Pricing for profit (without overextending yourself)
- Client boundaries and scope clarity
- Capacity planning and workload management
- Team leverage and delegation
- Structuring your business to support longevity, not burnout
While each engagement is customized, common areas of focus include:
Common Focus Area
Investment
$3,000 per package
FAQ
01.
Is this mentorship or ongoing support?
This is a time-bound, private consulting engagement focused on strategic clarity and business structure. It does not include ongoing access between sessions.
02.
Who is this best suited for?
This offering is best for planners who already have experience in the industry and are ready to refine pricing, systems, and capacity, not for those just starting out.
03.
Does this include templates or done-for-you materials?
No. Guidance is tailored to your business and delivered through strategic discussion and recommendations rather than pre-built templates.