Private Advisory Engagement
Ongoing decision support for complex transitions
This work is for experienced professionals who already have clarity about where they’re headed — and want a trusted thinking partner as they execute, adjust, and navigate change over time.
This engagement is appropriate if:
You’ve already made — or are actively executing — a major decision
You’re navigating a career or retirement transition with real complexity
You value disciplined thinking and honest perspective
You want accountability without hand-holding
This engagement is not a fit if:
You’re still unclear about your direction
You’re looking for motivation or emotional processing
You want weekly check-ins without a defined agenda
Many clients enter this work after completing a Career or Retirement Clarity Intensive.
WHAT THIS WORK ACTUALLY LOOKS LIKE
Exclusive Advisory Engagement are not open-ended coaching.
It’s an ongoing advisory relationship focused on:
Decision sequencing
Tradeoff management
Maintaining clarity under pressure
Adjusting course as circumstances change
The work is shaped by real-world constraints — compensation, identity, responsibility, and timing — not abstract goals.
STRUCTURE & COMMITMENT
Engagement Structure
6-month minimum commitment
Two 60-minute private sessions per month
As-needed async support between sessions
Priority scheduling
This structure ensures there is enough continuity to make progress, while avoiding open-ended arrangements.
Investment
$1,100 per month
Billed monthly or prepaid at a reduced rate.
This engagement is intentionally selective and designed for professionals who value sustained, high-quality thinking support.
If you’re unsure whether an advisory engagement makes sense right now, the best next step is a short clarity conversation to determine fit and timing.
Why Listen to Me?
I'm Jim, and I've spent over 20 years building businesses, leading teams, and checking boxes. I've had the career success, the recognition, the life that looks great on paper—and I've also had the moments where I wondered if any of it actually mattered.
I'm not a coach who stumbled into this work fresh out of certification. I'm someone who's lived the disconnect between external success and internal satisfaction. Who's done the hard work of figuring out what I actually wanted, not just what I thought I should want.
I work with accomplished professionals who've realized that success without meaning is just expensive emptiness. Not because they're broken. Not because they're having a crisis. But because they're honest enough to admit that what got them here won't get them where they want to go.
My approach is practical, direct, and built for people who have real lives with real responsibilities. No platitudes. No one-size-fits-all frameworks. Just honest conversations and clear thinking about what actually matters and how to build a life around it.
