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Workshops · Private

Your situation, your questions, nobody else in the room

Some questions do not belong in a group class. Private training covers the same curriculum, applied directly to your numbers.

Formats

  • One-on-one session

    Ninety minutes on your own numbers. Bring statements, a budget, or nothing at all — we start where you are.

    90 minutes · virtual or in person

  • Couples & family session

    Get everyone on the same page. Structure, language and a shared plan instead of a recurring argument.

    2 hours · includes a written summary

  • Business owner intensive

    A half day on compensation, retained earnings, continuity and transfer — with your accountant welcome in the room.

    Half day · up to 4 people

What to expect

  1. Before. A short intake so no time is spent on background during the session.
  2. During. Teaching, worked examples with your figures, and every question answered plainly.
  3. After. A written one-page action plan and the worksheets used in the session.

Private sessions are education, not a product meeting. Nothing is recommended or sold. What you share stays between us.