Strategy Retainer Services

Explore the range of services designed to help you move forward with confidence, wherever you're headed next.

Choose the right level of support for you

Tier 1

Strategy Support Retainer

What’s included

  • 1 × 60-minute 1:1 strategy session /mo.

  • Additional 45-minute add-on for quarterly planning

  • Up to 2 async document reviews /mo.

  • Light email/voice access

  • Access to all required tools and playbooks

  • Quarterly planning integration and dashboard reviews

Investment: $1,250 per month

Tier 2

Strategy Partner Retainer

What’s included

  • 2 × 60-minute 1:1 strategy sessions/mo.

  • Additional 1.5-hour add-on for quarterly planning

  • Estimated 6-8 hours/mo. of co-creation or async document review

  • High-touch email/voice/text access

  • Access to tools, templates, and bespoke resources

  • Quarterly planning integration

Investment: $2,250 per month

Tier 3

Fractional Strategy Lead

What’s included

  • Weekly 60-minute strategy sessions

  • Additional 4 hours for quarterly planning

  • 12+ hours/mo. of co-creation

  • Priority access response time

  • Access to all strategy tools, templates,

    and custom designed resources

Investment: Starting at $6,500 per month

Payment Terms and Service Agreement

Enrollment & Payment Details

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By completing payment, you are confirming your enrollment in this monthly service. Payments are processed automatically each month and will continue unless canceled in writing.

Please note:

  • Subscription payments renew automatically each month.

  • Payments are non-refundable.

  • Any changes or cancellation requests must be submitted in writing.

Service Agreement

The full Services Agreement, including detailed terms and conditions, can be found at the link below. Payment through the designated payment link constitutes acceptance of these terms in full.

If you have any questions before enrolling, please reach out. I’m looking forward to working together.

You’ve laid the foundation. Now it’s time to maintain momentum, adapt to changes, and stay accountable by partnering with someone who knows your business inside and out.