Services

Planning engagements (scope confirmed individually)

We offer structured support for decision making and personal planning with emphasis on annual personal planning and quarterly reviews. Delivery format—number of sessions, meeting length, and written deliverables—is agreed after an initial conversation. This page describes typical shapes of work; it is not a price list.

Annual roadmap program

A year-long arc that begins with mapping decisions you already face, then drafting a written roadmap: priorities, boundaries, and review dates. Quarterly checkpoints keep the document honest as circumstances shift.

Quarterly review sessions

Standalone or add-on sessions that walk through what changed since the last quarter, which bets paid off, and which decision rules need tightening. You leave with updated notes tied to your roadmap.

Focused decision sessions

Short engagements when a specific fork appears between scheduled reviews—relocation timing, role changes, caregiving plans, or habit resets. We clarify options and documentation; we do not provide legal, tax, or clinical advice.

What we need from you

Curiosity, willingness to write things down, and time to implement small experiments between meetings. We ask for candor about constraints so trade-offs stay realistic.

Next step

Describe your situation on the contact page. We will outline a proposed cadence and fees before any paid work begins.