Soulful Moxie Private Advisory

Private Advisory is bespoke counsel for leaders navigating the highest stakes of their world: the C-suite decision, the succession, the exit, the reinvention with a board watching.

It is a standing retainer, not a program. Engagements run $7,000 to $10,000 per quarter, depending on scope and stakes, and I hold a limited number of these relationships at a time.

These questions take about ten minutes. They are not a formality. What you write here is what I read before we ever speak, so the first conversation can start at the real thing instead of working up to it.

If it's a fit, I'll be in touch within three business days to schedule a conversation. If it isn't, I'll tell you that directly, and where possible I'll tell you what would be.


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Email *
Full name *
Email *
Mobile number *
Current title and organization *
LinkedIn profile *
Where are you based? City and time zone. *
What's the decision or situation you're navigating right now? *
What's the deadline, real or self-imposed? *
What happens if nothing changes in the next twelve months? *
Who else knows the full picture? (Not who knows some of it. Who has all of it.) *
What have you already tried, and where did it stop being useful? *
What's riding on this beyond the professional outcome? (Marriage, family, health, money, identity, reputation) *
What would you need to be true twelve months from now to call this work worth it? *
What are you not willing to sacrifice to get there? *
This work moves at the speed of the person doing it. When something becomes clear in a conversation, what typically happens next for you? *
What's your capacity for this over the next quarter? *
The investment is $7,000 to $10,000 per quarter. Is that workable for you? *
Is anyone else involved in this decision? *
Why now? *
Is there anything you haven't said here that I should know?
How did you find me? Is there someone that I should thank for sending you? *
A copy of your responses will be emailed to the address you provided.
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