Engagement Process
My engagement process is fluid by design, customized completely to your personality, profile, and possibilities.​​
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This approach to financial work intentionally explores territory beyond conventional planning and wealth management.
We will question standard assumptions about worth, challenge traditional metrics of success, and
examine provocative ideas about value that may feel uncomfortable or controversial.
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Please consider carefully whether you're ready to:
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Question fundamental beliefs about money and worth
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Examine your inherited stories about value and success
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Navigate uncertainty without immediate answers
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Engage with perspectives that may challenge worldviews
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If you're dealing with acute medical conditions, or seeking traditional investment advisory asset management, this may not be the right time to work together.
I invite you to review:
Statement of Care → My approach to holding space for transformation while maintaining professional boundaries
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Ethical Considerations → Explores how we'll navigate difference, power, and multiple perspectives in our work
By engaging in this work, you agree to question your assumptions and examine your reactions. While we maintain professional standards of care, this journey involves risk and uncertainty.
Please proceed thoughtfully; I promise to do the same.
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We begin with a brief voice, video, or in-person discussion to map your current landscape of worth and identify key areas for reclamation. ​
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Program Selection
Based on our Alignment Session, we'll determine the most appropriate path forward:
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Power Portfolio workshops (private sessions available at sliding scale rates)
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Financial Ecosystem (seasonal)
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Core Counsel (monthly for the first year, adjustable after that)
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Partnership Agreement​
Clear documentation of our work together, including:
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Specific areas of focus
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Session structure, frequency, and duration
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Deliverables and investments​
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Expectations and commitments
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Active Engagement
Regular sessions and supported exploration following our partnership agreement.​​
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Integration and Evolution
Ongoing assessment of progress and adjustment of approach as needed to support your continuing journey.
FAQ
How is this different from traditional financial planning?
While I bring conventional financial planning expertise to our work, we go beyond conventional metrics to examine and enhance your complete portfolio of power (material and immaterial).
Do I need to have significant assets to work with you?
No. This work is about worth beyond wealth. While we address practical financial matters, the focus in on reclaiming your full spectrum of power, regardless of your current financial situation.
What makes your approach different from other coaches?
My practice integrates certified financial expertise with philosophical inquiry, focusing on context and patterns rather than rigid systems or formulas. We work together to understand and enhance your unique Power Portfolio.
How do I know if this work is right for me?
The Alignment Session is designed to help us both determine if this partnership would serve your journey.
It's an opportunity to experience my approach firsthand and explore the possibilities for our work together.
What kind of results can I expect?
While every journey is unique, clients typically report:
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Greater clarity about their relationship with worth
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More conscious and confident financial decisions
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Expanded awareness of their forms of power
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Improved ability to navigate complex choices
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Deeper sense of personal sovereignty
What are your rates?
No commissions, no AUM%, just a sliding scale to keep this unique expertise accessible to all.
Explore my sliding scale here.
