The 1-1 Trusted Advisor Partnerships are targeted at the service professional – Think lawyer, accountant, creative professional, coach or consultant.

I work with a handful of clients one on one in an advisory capacity. Typically we get together on the telephone (Skype, G+ Hangout, etc..) once a week to follow a specific process at achieving the results you desire. In between, on-demand consultations are available as life has a way of not working according to schedule.


You are the owner and decision-maker in your company, and you’ve been in business – with some success – for at least a couple of years.

Some example clients include:

  • A real estate private equity firm in Seattle, WA
  • An owner of a mobile massage business in Chicago, IL
  • A real estate investor in San Diego, CA
  • A commercial real estate broker in Seattle, WA
  • A non-profit (NGO) in San Diego, CA

I know that the most transformative experiences I’ve ever had in life and business have been via the advice and counsel from someone I trust and these two elements were in place.

  1. They had a methodology; a process for getting from HERE—>to—>THERE that worked time and time again.
  2. The step-by-step process was flexible enough to work for unique situations

That’s what you get here.

One thing for sure is you will see and experience the model of connecting I use and we’ll adapt to your unique situation and style.  In fact that’s the only way my model works is when we make it your own.

It’s a profound privilege to share time one on one with a person willing to boldly go where most simply do not…an intimate conversation; a conversation that doesn’t reek of polite or appropriate; a “get real” conversation.

Am I Coach? Consultant? Mentor?

Call me what you want. I’m just a dude happy to share my life and business experiences with you based on over 27 years as an entrepreneur, investor and guide to more people than I can count, including two reinventions that would make your hair stand on end.

I am a consummate connector of people so you better believe I can set you up with connections that can fastback your trajectory….but hey I don’t want to scare you by moving too fast <wink>

Let me know directly…and only if you’re TRULY COMMITTED to investing your time and effort… and we’ll start the process of us solely focused on getting you from here to there.

Here is how it works:

  • After we make sure we’re a fit for each other, discussing your unique situation and laying out a plan to accomplish what you intend,
  • We schedule regular times to take you through the process
  • Additionally, knowing that life simply doesn’t happen on schedule, you’re invited to call on me outside our regular scheduled time.  I encourage you to be in high demand for the experience you get.
  • We focus intently on your intended outcomes and goals for 90 days.
  • Collaboration is pure leverage, therefore if there are other resources that can help, I’ll call those in for you.
  • Our conversation is confidential. I realize that what you’re sharing is personal and you want it to remain that way. Unless you give me permission otherwise, you can feel confident that what we discuss will remain only between you and me.
  • We get together via phone, skype, G+ Hangout. In person, 1-1 in San Diego, CA is possible on a case-by-case basis.
  • This is strictly interview/application only.
  • 24-Hour Cancellation Policy. If either of us has to cancel the appointment, let’s provide a minimum of 24-hour notice.


There is no obligation for either of us before or after our initial chat. Just a couple of humans getting together to share ideas and strategies about business, life, and whether unicorns really exist. That’s all.