Start
Free. No pressure. An honest conversation about your business and how we can help.
Pick a time that works for you.
Select a time on the calendar, fill in a few details about what you're working on, and we'll come prepared to have a real conversation — not a sales pitch.
Discovery Call
A quick introduction to explore whether we're a good fit. Best if you're still figuring out what you need.
20 minutes · FreeStrategy Session
A focused deep-dive on a specific problem or opportunity. Come with a clear question — leave with a clear direction.
90 minutes · From $297Insurance Consultation
Health, life, ICHRA, group benefits, or Medicare. Fully independent, carrier-compensated — always free to you.
30–60 minutes · Always FreeProject Scoping Call
Ready to start a project? Let's define the scope, timeline, and deliverables and put together a proposal.
45 minutes · FreeWhat to expect
- ✓ We respond to every booking within a few hours
- ✓ We come prepared with context about your situation
- ✓ Honest assessment — we tell you if we're not the right fit
- ✓ No follow-up sequence, no pressure to commit
- ✓ Available by phone, video, or in person (Scottsdale area)
Prefer to reach out directly?
Common questions about booking.
Yes. Discovery calls, project scoping calls, and insurance consultations are always free. Strategy sessions ($297) are the only paid consultation type, and those are announced and agreed before booking.
Just come with a clear picture of where your business is and what's not working. You don't need a deck, a document, or a formal brief. The more specific you can be about the actual problem, the more useful the conversation will be.
Book a discovery call. That's exactly what it's for. We'll figure out what the situation requires together — whether that's a one-time project, an ongoing engagement, or just a conversation pointing you in the right direction.
Yes, for clients in the Scottsdale and Phoenix metro area. Remote calls work just as well for most situations. International and out-of-state clients are served remotely.
If there's a clear fit, we'll outline a proposed scope of work with pricing within 24–48 hours. No obligation to proceed. If we're not the right fit, we'll say so — and point you toward someone who is.