Private Advisory
A thinking partner for experienced professionals navigating decisions that don't fit neatly into one category.
Career questions. Leadership pressure. Retirement timing. Family dynamics that affect professional decisions.
The question of what you actually want from the next ten years.
This work isn't limited to one topic. It goes wherever the real issue is.
WHO THIS IS FOR
Not Everyone Needs a Program. Some People Need a Thinking Partner.
The Career Pivot and Purposeful Retirement paths are designed around a specific transition. They work well when the issue is clear.
But for many of the professionals I work with, the issue isn't clear. It's layered.
It's the executive who's weighing a role change but also navigating a shift in what he wants from work entirely. It's the business owner questioning whether to sell, restructure, or recommit, while also reckoning with what the business has cost him personally.
It's the accomplished professional who can't point to one problem but knows that something fundamental is misaligned between the life he's built and the life he actually wants.
These situations don't respond well to a curriculum. They respond to someone who will sit across from you, listen carefully, push back when needed, and help you think more clearly than you can on your own.
That's what this is.
The Work Goes Where It Needs to Go
Private advisory is not a program with modules and homework. It's a structured relationship built around whatever is most important to you right now.
That might include:
Career direction and professional identity Deciding whether to stay, pivot, step back, or redefine your role entirely. Separating what you do from who you are. Pressure-testing a move before you make it.
Leadership and organizational decisions Managing up, managing out, navigating politics, rebuilding a team, or deciding whether the fight is still worth having. The decisions that don't have clean answers and can't be made in a vacuum.
Retirement timing and transition design Not the financial plan. The identity plan. What structure, contribution, and purpose look like when the calendar is yours to fill.
Relationships and family dynamics How professional decisions affect marriages, partnerships, adult children, and aging parents. The conversations you've been avoiding. The alignment that's missing between what you're building professionally and what matters personally.
Legacy, meaning, and the question underneath the question What do you want your life to have been about? Not in an abstract sense. In a concrete, actionable, what-are-you-going-to-do-about-it sense.
Most clients come in focused on one of these. The work usually touches several. That's by design, not by accident.
Direct. Practical. Built for Complexity.
The work follows a consistent rhythm, even though the content is different for every client.
It starts with a conversation. A 30-minute call where I learn about your situation and you learn how I work. No commitment. No pitch. Just an honest assessment of whether this makes sense for you.
If we move forward, we begin with a Clarity Intensive. This is a focused engagement, typically 4 to 6 weeks, designed to cut through the noise and get to what's actually driving the restlessness, the frustration, or the sense that something needs to change. The Intensive produces clarity, not just conversation. You'll leave it with a concrete understanding of where you are, what matters most, and what the next move looks like.
From there, many clients continue into ongoing advisory. Bi-weekly sessions, structured but flexible. The rhythm of the work adapts to what's happening in real time. Some months are about big decisions. Others are about holding steady and staying deliberate when everything around you is moving fast.
What you can expect from every session: You'll be heard. You'll be challenged. You'll leave with something concrete, whether that's a decision, a reframe, a next step, or the clarity to stop doing something that isn't working.
What you won't get is cheerleading, platitudes, or someone who agrees with you to keep you comfortable.
Direct. Practical. Built for Complexity.
I don't coach from a textbook. I coach from 20+ years of running businesses, managing teams, navigating corporate politics, and going through the same kinds of transitions my clients face: job loss, divorce, relocation, career reinvention, and the slow realization that what got me here wasn't going to carry me forward.
My approach is rooted in pattern recognition. After years of working with experienced professionals, I've seen what actually moves the needle: slowing down before speeding up, separating identity from title, pressure-testing options before committing, and being honest about the cost of staying stuck.
I'm trained in the Co-Active coaching model, which means the work is structured and professional. But the reason clients stay is because the conversations are real. I don't waste your time. I don't dance around difficult subjects. And I'll tell you what I see, even when it's not what you want to hear.
This isn't therapy. It's not consulting. It's not mentoring. It's a strategic partnership with someone who understands the weight of the decisions you're carrying, because I've carried them too.
Investment
Private advisory begins with a Clarity Intensive and continues into ongoing work based on fit and need.
Clarity Intensive (4-6 weeks) A focused engagement to establish clarity, direction, and a concrete framework for what comes next. Includes bi-weekly sessions, between-session support, and a written summary of insights and next steps.
Ongoing Advisory Bi-weekly private sessions on a monthly retainer. The scope adapts to your situation. Most clients engage for 3 to 6 months. Some continue longer.
Pricing is discussed on the initial call, because the scope depends on your situation. I'll be straightforward about what it costs and what you can expect in return.
You Don't Need More Information. You Need Better Thinking.
If you've read this far, you're probably not someone who needs to be convinced that something needs to change. You already know.
The question is whether you're going to keep processing it alone, or bring in someone who can help you think about it more clearly.
