The Strategy Call

Forty-five minutes. A real number. No pitch.

On this call, we'll calculate your personal Corporate Optional Number and identify the two or three highest-leverage moves you could make in the next 90 days. You leave with a real plan — whether we ever work together or not.

45 min over Zoom
$0 no charge, no card
0 sales pressure
Select a date & time
Times shown in your local timezone
How the Call Runs

A real conversation — in three parts.

Most "discovery calls" are disguised sales pitches. This one isn't. Here's how the 45 minutes actually breaks down.

Minutes 0 – 15
Your Situation
I'll ask you a handful of direct questions about your income, your savings, what triggered you to book this call, and what your life would look like if the problem were solved. Honest answers beat polished ones — and the more specific you are, the more useful the rest of the call gets.
Minutes 15 – 30
Your Number
We walk through the Corporate Optional worksheet live, together. You leave with a rough but real Number — what it actually costs you to make your paycheck a preference, not a prison. This is the piece of the call you'd get value from even if nothing else happened.
Minutes 30 – 45
Your Next Step
I'll give you an honest read on the two or three highest-leverage moves you could make in the next 90 days — and whether I think The Build is the right next step for you. If it is, I'll say so. If the Blueprint is a better fit, or if the answer is "not right now," I'll say that instead.
Before the Call

Three things to do beforehand.

None are required. All of them make the 45 minutes sharper.

  1. Download the Corporate Optional Worksheet.
    If you haven't already, grab the worksheet and take a first pass at calculating your Number. It's okay if you're unsure — we'll pressure-test it together on the call.
  2. Know your ballpark numbers.
    Rough monthly spending, rough savings, rough income. Don't spend an hour looking things up — approximate is fine. If you genuinely have no idea, that's also useful information and we'll work with it.
  3. Be ready to answer one hard question.
    "If nothing changed in the next 24 months — same job, same savings rate, same patterns — what's the most painful version of how that plays out for you?" The call goes deeper, faster, when you've already sat with that one.
Common Questions

Before you book.

Is this really free? What's the catch?

It's really free, and there isn't a catch. The call is genuinely useful whether you ever work with me or not — you leave with a real Number and a real next step. The reason I offer it at no charge is simple: it's a better way for both of us to figure out whether we'd be a good fit than any amount of website copy. If we are, great. If we aren't, you've still got useful information.

Will you try to sell me The Build on the call?

Not in the way you're imagining. I don't use pitch decks, scarcity tactics, or "if you sign up today" pressure. What I do is give you an honest read at the end of the call on whether The Build is the right next step for you. Sometimes the answer is yes. Sometimes the answer is "The Blueprint is a better fit." Sometimes the answer is "this isn't the right time — here's what I'd do instead." All three are real outcomes on real calls.

I'm not sure I'm ready to commit to coaching. Should I still book?

Yes. The Strategy Call is designed specifically to help you figure out whether you're ready. Plenty of people book the call, realize the timing isn't quite right, and come back six months later when something has shifted. There's no expectation that you show up ready to buy. Show up ready to think honestly about your situation — that's enough.

What if I haven't filled out the worksheet yet?

No problem. We'll walk through it together on the call. It moves faster if you've taken a first pass, but it's not required.

Can my spouse or partner join?

Yes, and I encourage it if they'll be part of the decision. This kind of work almost always goes better when both partners are aligned on the destination. Just add a note when you book and I'll know to expect two of you.

What if I need to reschedule?

You'll get a confirmation email with a reschedule link. Life happens — use it anytime, no explanation needed.

Ready? The calendar is open.

Forty-five minutes. A real number. An honest next step. Whether we work together or not.