Connect

If you’d like to talk, it’s a private conversation. No intake form. No audience. Just a closed door and clear thinking.

Include a few possible times for a first call. This first conversation is a suitability check, and there’s no fee.

What you share is treated as fully confidential. I don’t use testimonials. I don’t post client stories. I’m not on social media, including WhatsApp. I don’t want your career or private life entangled with platforms that trade in exposure and data. I value privacy, yours and mine.

I also value competence as a minimum professional ethos, consistent with the CFA Institute Code of Ethics and Standards of Professional Conduct. If the fit is right but I’m not the right person to help, I’ll say so.

You don’t need a polished narrative. A few honest lines about what’s happening and what you’re wrestling with is enough.

If it feels suitable, we continue. If not, we part cleanly.