Client Login




Strategic Consulting

What your DNA?

There's no 'one size fits all' in the world of strategic planning.  Larger companies offer a challenging mix of divisions, and agendas that are often at complete odds with each other.  There are often limited budgets and varying time restraints.  You might find total commitment at one level of the organization and total skepticism at another.

We created a first step we call a DNA Session™.  It takes about an hour, and it helps us look at the bigger picture top down goals of your organization.  Where do you want to be in 3 years, 3 months, what are the Dangers, Strengths, Opportunities to your current plan? 

You want someone who can stand back and look at the plan and add insight based on years of experience working with others at your stage of development.


Our Strategic Consulting Model is based on 4-Phases.

Phase I - Strategy (the plan)

Phase II - Content (supporting materials)

Phase III - Training (overcoming intertia)

Phase IV - Tools (reinforcing the plan)

Any of these can function well on their own, but together they form a well defined solution for companies of any size seeking to better manage the cash and liabilities of their clients.

If you are interested in learning more, please contact us and we'll set up your DNA Session™ to determine if our experience matches your needs.