CONSULTING SERVICES

You’ve Built a Business. Let’s Take It Further.

Consulting for small business owners — operations, AI automation, LLC formation, and more. Solutions designed around your business.

West Point · U.S. Army Veteran · PMP Certified · Ernst & Young · Pfizer

PACKAGES

Your Starting Point

Every engagement starts with a free 30-minute discovery call — no commitment, no pressure. Just an honest conversation about where you are and where you want to go.

01

Just
Starting

For the business owner
who's figuring it out — and
wants to make sure their
foundation is solid.

THIS IS FOR YOU IF...

You're just starting out,
making your business official, or realizing you skipped some important steps early on.

WHAT'S INCLUDED

  • LLC formation guidance
    & filing support

  • Trademark application
    walkthrough

  • Logo and branding
    direction

  • Business bank account
    setup guidance

  • 30-day action plan

  • 2 follow-up check-in
    sessions

02

Up &
Running

For the business owner
who's up and running, and ready to stop spinning their wheels.

THIS IS FOR YOU IF...

You're already in business,
but something isn't clicking — revenue, operations, online presence, or all three.

WHAT'S INCLUDED

  • Revenue & operations audit — find where you're losing time and money

  • Custom optimization roadmap

  • AI automation setup for daily tasks

  • Financial model review with recommendations

  • Website & social setup session

  • 4 strategy sessions over 60 days

  • Email support between sessions

03


All In

For the business owner who wants a true strategic partner — deeply involved, highly available, and committed to getting it right.

THIS IS FOR YOU IF...

You want senior-level, in-depth guidance and a clear plan to transform how your business runs — with priority access and support every step of the way.

WHAT'S INCLUDED

  • Everything in Up & Running

  • Full operations & systems review

  • Custom financial model build

  • Brand & digital presence strategy

  • 6 strategy sessions over 90 days

  • Priority email & voice note access

  • 30-day post-engagement support

Already know which one you need? Great.

Not sure yet? That’s okay too. Let’s talk.

Book a Free Call

Own a salon?

The business behind the chair runs on different math.
I've built a page just for salon owners.

For Salon Owners →

Individual Services

Need Something Specific?

These can be added to any package or booked on their own — no full engagement required.

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Trademark Application Support

Guided support through the USPTO filing process — from review to submission. Fee: $450+

Free Discovery Call →
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1:1 AI Platform Coaching

Work with me to find the right AI tools for you. Cut manual tasks and work smarter. Sessions: $99+

Book a Session
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Financial Modeling & Analysis

Custom financial models and analysis for your business — budgets, forecasts, and KPI dashboards. Fee: $375+

Free Discovery Call →
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Website & Social Setup

Get a professional website built and launched, plus hands-on platform support to promote your business. Flat fee: $275

Book a Session