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.
Is this work for you?
​This exploration is not for everyone.
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
If you're dealing with acute medical conditions, or seeking traditional investment advisory asset management, this may not be the right time or space for our work together.
Before scheduling a Discovery Session, I invite you to review:
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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, and I'll do the same.​​
1
(single session, new clients)
Begin with a 60-90 minute voice, video, or in-person discussion to map your current landscape of worth and identify key areas for reclamation across three main areas: material (money), mental (media), and mythic (meta-phorical, -physical, -mystical).
I welcome any specific questions, forms, or other items for consideration you may wish to send in advance to maximize value from our time together.
After our session, you'll receive a detailed email summary highlighting important keywords, questions to consider, directions to research, a/o professional referrals.
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Ideal for:
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Anyone new to working with a financial services professional
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Folks seeking a 2nd/3rd opinion on financial guidance received elsewhere
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Testing the waters for a Worth Reclamation engagement potential
2
Worth Reclamation - 2025 fee schedule
(12-month engagement, existing clients)
This 12-month engagement is designed to help you recognize, recover, and realign your complete portfolio of power as outlined from our Context Discovery session.
To begin, we'll co-create a Partnership Agreement to clearly outline and document our work together, including: specific areas of focus, session frequency and structure, and expectations and commitments form both parties.
Next, I'll ask for as complete an inventory on all your financial records as possible (prompted with an itemized list) uploaded to a secure, encrypted location.
Based on your needs, goals, and situation, we'll prioritize action items in order of urgency and impact to address what you need help with most, then space out the bulk of our education and active engagement throughout the year in regular sessions and supported exploration, following our Partnership Agreement.
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Ideal for:
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Clients who complete a Context Discovery session and are ready to go deeper
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Setting up or significantly restructuring a sophisticated financial ecosystem
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Folks who historically find it challenging to grasp, follow, or integrate "traditional" financial journalism due to unaddressed issues, inheritances, or other blockers
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Building meaningful relationships is a core component of a successful partnership, which is why I ask new clients commit to an initial 12-month engagement before "graduating" to Navigation Support.
Of course, all situations are unique and negotiable, and if this applies to you please reach out.
3
Navigation Support - $333
(hourly rate, existing clients)
Whether you just need quarterly, bi-annual, or annual reviews, or a life event has triggered a major change and deserves closer attention, I offer ongoing assessment of progress and adjustment of approach as needed to support your continuing journey.
