Questions before you book? You're in the right place.

It's the conversation you wish you'd had before signing something that matters. We walk through the document or decision in front of you, surface the questions you didn't know to ask, and help you see whether what's being proposed actually serves the situation you're in. It's not legal advice, not therapy, not a sales pitch — it's experienced second eyes from someone who's seen a lot of these play out.

Real estate (purchase agreements, lease assignments, renovation bids), financial (term sheets, annuity and retirement-product paperwork, lender commitments), estate (trust documents, beneficiary designations, joint-titled assets), and business (vendor contracts, partnership agreements, buy-sell terms, employment offers). If it's in writing and you're about to commit, it's in scope.

Thirty minutes is the standard slot. Most first conversations wrap inside that window because we ask you to send the document and your top two or three questions in advance — so we're not spending the call catching up. If we genuinely need more time, we'll say so on the call and tell you what the next step looks like; nothing extends without you agreeing to it.

If you pay for the call and the conversation didn't earn what you paid for it, you get every dollar back. No paperwork, no dispute, no exit interview — just a refund. The guarantee covers every paid engagement, advisory call or otherwise. The point is to remove the risk from your side; if it didn't deliver for you, you shouldn't pay for it.

Just me. I'm the person on every call. There's no analyst bench, no junior team — what you book is what you get: one experienced perspective that's seen four decades of these decisions play out across real estate, investing, small business, renovation, and contracts. You're not getting a report from a stranger; you're getting a conversation with the person whose experience is being offered.

You walk away with a clear read on what you're facing — what to push back on, what to clarify, what's a real concern versus what just looks like one. You also get the option to log the conversation in the public Tracker, which gives you a dated, written record of what was discussed and any follow-ups that came out of it. There's no obligation to log, no obligation to pay, and no follow-up sales email chasing you.

Yes — and for estate and joint-titled-asset conversations it's actively encouraged. Adult children, spouses, financial advisors, accountants, and attorneys have all sat in on calls. Just let us know who's joining when you book so we can plan the time accordingly; the slot is still 30 minutes unless we agree otherwise up front.

The document and any notes are seen only by me, used only for the call, and not retained beyond what's needed for the conversation. The Tracker log you control is opt-in and only captures what you choose to write — call date, subject, summary, payment, any follow-up. We don't sell data, we don't share it with counterparties, and we don't use it for anything other than the conversation you asked for.

No — there is one offering, and it is pay-what-it's-worth. You book the call, we talk, and afterward you send whatever the conversation was genuinely worth to you. There's no preset price, no subscription, no upsell to a "premium" version of the same conversation. The money-back guarantee sits on top regardless of what you choose to pay.

Send the document or agreement PDF beforehand through Calendly along with two or three specific questions you want answered by the end of the call. If there's relevant prior correspondence — email threads, text chains, prior quotes — include that too. The more context I have before the call starts, the more useful the 30 minutes will be. If you don't have a document yet but want to talk through a decision in general, that's also fine; just say so when you book.