Consulting

Available for limited technology consulting engagements. Contact me for more information

Available for limited technology consulting engagements. Contact me for more information. Photo by Adam Cornwell

 

Like many financial advisers, you have needs and circumstances regarding technology that are specific to your organization.

I offer limited consulting engagements to help you move forward with your technology initiatives and position your practice for continued success.

Hourly Consulting

Right now, you just need someone you can talk to about technology in your business. Perhaps you’re concerned there might be a vendor or service provider that isn’t on your radar.

You’re not looking for a long-term engagement, just a simple, to-the-point discussion about what steps you can take to better use technology in your practice.

Rates

$650 for two hours (the two hours can be allocated across several calls)

Contact me to schedule your consultation.