Why I Designed an 80-Minute Financial Clarity Session
Not every financial decision requires a long-term advisory relationship.
Sometimes you’re facing one focused question:
Can I afford to leave this job?
Does this portfolio still work after divorce?
Should I keep the house?
How do I restructure this portfolio allocation?
What happens if I retire in 3 years instead of 7?
What you need isn’t ongoing management.
You need clarity.
That’s why I created the 80-Minute Quick Clarity Session ($285) — a structured, scenario-based analysis designed to answer one specific financial question with rigor.
Why 80 Minutes?
Because most financial conversations are either:
Too short to go deep
Or too open-ended to be efficient
Eighty minutes is long enough to think clearly and short enough to stay focused.
It forces discipline.
We solve one defined problem properly.
How the Process Works
Step 1: 15-Minute Intro Call (Free)
We begin with a brief introductory call.
The purpose isn’t to give advice - it’s to determine whether your question is suitable for a focused session.
If it is, we define the exact “What if?” or “How do I?” problem we’ll be solving.
Clarity about the question comes first.
Step 2: You Share the Data
After booking the session, you provide the relevant financial information. Only what’s needed to analyze your specific question.
Step 3: I Do the Math
This is where most of the value lives.
I step away and analyze.
I model scenarios.
I evaluate trade-offs.
I test assumptions.
I look at risk, timing, tax impact, and sustainability.
This is structured, independent analysis - not opinions.
Step 4: 20-Minute Review Call
Once the analysis is complete, we schedule a focused 20-minute call.
I walk you through:
The scenarios
The key trade-offs
The financial implications
A recommended path forward
You ask questions.
We clarify uncertainties.
You leave with a clear go-forward plan.
Why I Structured It This Way
My background is in engineering and corporate financial modeling.
When facing complex decisions, I don’t guess.
I model outcomes.
This format allows me to bring that same discipline into personal financial decisions - efficiently and transparently.
For the right person, 80 minutes of structured clarity can prevent years of second-guessing.
Who This Is For
The 80-Minute Session is ideal if:
You are navigating a life transition
You need a second opinion backed by numbers
You want structured analysis without ongoing commitment
You have one defined financial decision to solve
This is not a product pitch.
It is not investment sales.
It is not generic advice.
It’s disciplined financial thinking applied to a real decision.
Investment
80-Minute Quick Clarity Session
$285
Focused. Scenario-Based. Independent.
If you’re facing a financial decision and want math-driven clarity, you can start by booking a 15-minute introductory call.