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Private Consulting for Today’s Entrepreneur, Professional or Retiree

Chris O. Jackson
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"If you keep on doing what you been doing, then you keep on getting what you been getting."

90-MIN VIRTUAL CONSULTATION

$2,500
5/5

Virtual session to bang out the Three Ts (Total Cost Review, Team and Transitional Planning) and negotiate a reduced fee or help to get you pointed in the right direction.

FULL-DAY ON-SITE VISIT

$10,000
5/5
Spend a full day working through strategic issues and rebuilding your team the old-fashioned way.

CUSTOM EMPLOYEE WELLNESS PROGRAM

$15,000
5/5
One thing is clear — if done correctly, a financial wellness program can yield positive results. The Harvard Business Review reported that wellness programs returned $3 in both health care savings and reduced absenteeism for every $1 invested.

ADVISORY BOARD MEMBER

$-Negotiable
5/5
Long-term equity grant to help shape and guide the organization.

TRUST PROTECTOR

$-Negotiable
5/5

A trust protector’s role is to ensure that your wishes are fulfilled and that the trust continues to serve the purpose for which it was intended.

First-class air travel and standard hotel expenses to be paid separately by client.

Free Tools

FINANCIAL PLANNER AND
TOTAL COST AUDIT

Assumptions are the termites of relationships.
Unnecessary and undisclosed fees can steal tens, and sometimes hundreds of thousands of dollars from your estate and retirement goals.

CLIENT EXPERIENCE AUDIT

The sole reason I am in the personal finance business is to make life less difficult for my clients.
Evolve from a transactional financial advisor relationship and into a transformational one. This means doing a client experience audit to see if your fees are getting a return on their investments.Download the Require or Fire Guide here.