Our Services
INDIVIDUAL ADVISORY
These conversations are for individuals carrying responsibility for people, capital, or long-term outcomes. We focus on judgment, clarity, and decision-making—especially in moments of complexity, growth, or transition.
This work often centers on:
leadership under pressure
ownership and risk
strategic decisions with long-term consequences
authority, accountability, and execution
The goal is not answers.
The goal is clearer thinking.
COUPLES ADVISORY
For couples building businesses, owning assets, or leading together.
Building together raises the stakes. Authority, roles, and responsibility must be aligned—especially when decisions affect family, capital, and others.
This work focuses on:
shared intent and decision-making
clarity of roles and authority
navigating risk together
aligning family and business priorities
This is not counseling or therapy.
It is structured, intentional decision work.
ADVISORY INTENSIVES
For inflection points that require focused attention.
Intensives are short, concentrated engagements designed to work through a specific decision set, transition, or strategic issue.
They are often used for:
major business or investment decisions
ownership transitions
role realignment
entering or exiting ventures
resetting direction after growth or disruption
The work is focused, direct, and outcome-oriented.
SMALL PRIVATE GROUPS
For people who value perspective, accountability, and discretion.
We periodically convene small groups of leaders, owners, and couples who are building real businesses and assets. These groups are intentionally small and private.
The emphasis is on:
shared standards
disciplined thinking
learning from others carrying responsibility
long-term perspective
There is no public enrollment.
Participation is by alignment and invitation.
WORKING RETREATS
For leaders and couples who need space to think clearly and decide well.
We host small, focused working retreats at B. Social Feedstore in Westcliffe, Colorado.
These retreats are designed for people carrying real responsibility who need distance from daily noise to work through decisions that matter.
This is not a conference.
It is not a wellness retreat.
It is not programming-heavy.
It is time and space to think, discuss, and decide.