This page describes my phone consultation services for those who wish to enlist my expertise to solve problems, overcome challenges, or navigate transitions. I want to thank Steve Pavlina for providing a very professional outline which I used to create this page.
Here are the primary areas where I can offer one-on-one consultations. For each area I include an example from my own life.
Here are some examples of the types of people that would be a good fit for consulting with me:
Here are some situations where I do NOT provide consulting services:
What to Expect When You Book a Consultation
After booking your consultation with me, you'll receive an email to request some basic info about your situation and a short questionnaire that will help give me a better sense of who you are and what will best serve you. Once I receive your reply, we'll schedule the call at a time that works for both of us.
Here's a general outline of what our consultation call may look like. This is a flexible structure that helps us stay focused, so you can get a lot of clarity and value in a reasonable period of time. We're looking to solve problems intelligently here, not get into long-term therapy. Every situation is unique, however, so it's important to adapt this process to the circumstances at hand.
Preparation. Before our call, I'll do a short meditation to clear my head of any distracting thoughts, so I can create the space for being totally present with you. I'll also review any materials you may have provided (such as a website, resume, the questionnaire you filled out, etc). Then I'll call you at our appointed time.
Understanding your situation. During the consultation call, we'll start with a quick introduction. I'll invite you to explain your current situation, challenge, or problem. I may also ask you some clarification questions to make sure I understand your situation.
Your desired outcome. Next, we'll discuss what you'd like to experience in this area. We'll clarify the differences between where you are now and what you desire. If you don't have much clarity regarding your desired outcome yet, that's okay. Feeling fuzzy or unclear is actually quite normal, and sometimes an exploratory approach is necessary to gain clarity.
Plotting the course. Once we can agree upon the contrast between your current situation and your desires, we'll tackle the question, "How do you shift from your current situation to your desired outcome?" This part can become fairly deep and personal, depending on the nature of your challenges. We'll identify blocks and obstacles that keep you stuck, we'll assess your personal strengths (what's easy and what's difficult for you), and we'll define action steps you can take.
Transitioning. Once we can agree on the overall solution, we'll outline a practical transition plan that fits your situation and your personal strengths. If your challenge involves a stretch goal that's currently out of reach, then our action plan will include how to train yourself to reach that level.
Review. Lastly, we'll review the solution and make any necessary tweaks or refinements. Time permitting, I may also offer you some additional implementation tips and advice to help you get started.
After the call. It's wise to set aside some time after our call (perhaps an hour or two) to begin implementing solutions that we discuss during the call. These types of calls can be very energizing, so if you're feeling motivated afterwards, please take advantage of that by jumping into action as soon as you can. This will help you to build some momentum.
Another possibility is that you may want to reflect on new ideas and options after our call. You may wish to journal about it. Or you could create a more detailed to-do list based on the action items we discussed.
The rate for a 60-minute phone consultation is $497.
If you wish to book multiple appointments, the same hourly rate applies.
My consulting rate is based on demand and supply. I allocate a certain number of hours to consultations and set the rate accordingly, such that interested clients can get timely appointments.
Appointment times. I typically provide phone consultations on weekdays (Mon-Fri) during normal business hours (9am-5pm Eastern Standard time). If those times don't work for you, please let me know, and we'll work something out. I schedule appointments on a first-come, first-served basis, so the wait time depends partly on how many people are booked ahead of you and partly on my travel schedule.
International clients. International clients are welcome, as long as you can communicate in English clearly enough for us to understand each other.
Individuals and businesses. I'm happy to consult with individuals as well as businesses.
Recording calls. If you wish to record our call (for personal use only), feel free to do so.
Rescheduling. If you need to reschedule your appointment after we've set a time for it, please give me at least 24 hours advance notice by email. If you need to reschedule due to an unexpected emergency, then please give me as much notice as you can.
Refunds. Due to the time and energy investment required, there are no refunds for consultations once they're booked. Rescheduling an appointment is okay though. Transferring your consultation to someone else is okay too.
Confidentiality. I'll keep the details of our consultation private by default. I may share general lessons learned from consultations in my blog, workshops, books, and other media to benefit others, but I won't share personally identifiable info.
Multiple topics. During our call we can address as many problems, challenges, questions, or issues as you like, as long as time permits. How long it takes to achieve resolution of each issue depends on many factors, such as the complexity of the issue.
Ongoing Coaching. If you're interested in ongoing coaching, it's best to book a single consultation first. Afterwards if you're still interested in more in-depth coaching, let me know, and we can discuss a coaching plan to fit your goals.