I don’t start with products, programs, or predetermined solutions. I start by getting a clear picture of what’s actually going on — across business, money, and real life — because those pieces are usually tangled together.
My role is to help you organize the situation, surface what’s really driving the pressure, and sort out what needs to be dealt with first before things escalate or decisions get made in the wrong order.
Sometimes that means working directly together. Sometimes it means helping you and your existing professionals get aligned around next steps. Either way, the goal is the same: fewer reactive moves and a clearer path forward.