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Consulting and Other Services

for organizations


Typically, I execute consulting engagements with organizations that are already familiar with my work and expertise, or by those directly refered from such organizations. My main areas of expertise are work-life well-being and economic and personal finance education and research. Additionally, I have a knack for helping organizations get clarity when they have no clue where to start with a particular problem at hand - no matter what the topic.

Please reach out with any potential projects and we’ll see if my expertise would be of benefit.

Managerial Mentoring

Managerial Mentoring is an intensive coaching engagement that is offered in a short-term retainer model. For a flat weekly fee, the employee receives whatever coaching they need as well as text and email support. A very limited number of retainer clients are accepted for any given week.

This type of coaching is ideal for occasions when:

  • a supervisor is out for more than a week and staff could temporarily benefit from interim support (learn more),
  • the time frame is short for a staff member to skill up, ameliorate a behavior, or navigate a pressing challenging situation (learn more).

Speaking & Facilitation

With 20+ years of experience in professional public speaking, I’m known as a dynamic presenter who balances information transfer with practical application. My favorite topics are in the realms of work-life well-being, leadership competencies, and economics and personal finance.

As a seasoned facilitator, I can make your planning event or internal strategy session feel alive and productive. Big personalities and touchy subjects welcome.