Investment Options

Your needs aren't static, and neither is this partnership. Some months require intensive calendar architecture and event execution. Others need focused project work or personal task support. The package determines guaranteed availability and priority access. You determine how those hours get used.

All packages include professional discretion, flexibility to shift focus as priorities evolve, and guaranteed response times during business hours.

Full Concierge

$3,600/month | Up to 48 hours

For: Leaders who need embedded, daily operational support

How clients typically use these hours:
Some need comprehensive executive operations: daily calendar architecture, complex stakeholder coordination, CRM management, and event execution. Others split time between strategic projects (board prep, investor relations, workflow builds) and high-touch personal support (personal travel arrangements, scheduling household maintenance, gift research)

What's consistent: You have a strategic partner who knows your business, your priorities, and your preferences. Available when you need support, adaptable to whatever that support needs to be.

Common focus areas: Calendar architecture and gatekeeping • Event planning and execution • Multi-stakeholder coordination • CRM and technology integration • Travel coordination • EA-to-EA collaboration • Research and analysis • Personal assistance • Expense tracking

• One-month commitment, billed monthly

• Overflow hours: $85/hour (discounted from standard $95/hour rate)

Concierge

$1,800/month | Up to 24 hours

For: Executives who need regular operational support with room to flex

How clients typically use these hours:
Some focus on core business operations, including calendar management, meeting preparation, project tracking, and stakeholder communication. Others use this as a hybrid model: half business support (scheduling, CRM work, event coordination), half personal assistance (household management, personal travel, and projects).

What's consistent: Dependable support that adapts to your changing priorities without requiring you to justify or explain what you need done.

Common focus areas: Calendar management • Event coordination • Travel planning • Technology and workflow optimization • Project tracking • Personal task management • Communication management

• One-month commitment, billed monthly

• First 6 overflow hours: $85/hour (discounted from standard $95/hour rate)

Light Concierge

$840/month | Up to 12 hours

For: Leaders with focused, recurring needs, business or personal

How clients typically use these hours:
The range is wide. One client uses this entirely for personal assistance, scheduling household projects, healthcare scheduling, and travel research. Another uses it for targeted business support that shifts monthly: cross-organizational meeting scheduling, and then strategic research or system documentation.

What's consistent: You have someone who knows how you work, what good looks like, and who can jump into whatever needs attention without lengthy explanations.

Common focus areas: Weekly calendar management • Personal assistance • Focused project work (expense reports, research, system builds) • Travel coordination • Whatever you need handled that month

• One-month commitment, billed monthly

• First 3 overflow hours: $80/hour (discounted from standard $95/hour rate)

Ad Hoc Project Support

$95/hour | As needed

For: One-off projects or intermittent needs without ongoing commitment

How clients typically use these hours:
Seasonal support during peak periods, research projects, system audits, or filling gaps when you're between full-time hires.

What's different: No guaranteed availability, scheduled on a project-by-project basis as capacity allows.

• One-hour minimum, billed weekly in 15-minute increments

• No long-term commitment required

VIP Productivity Intensive

$1,250 | One-day engagement

For: Leaders who need to address specific pain points in their productivity system.

The challenge: When competing priorities pull you in every direction, you need more than tips—you need a personalized system that aligns daily actions with long-term goals while respecting your natural energy patterns.

How it works:

Before your session:

• Complete a one-week time audit

• Submit your time log one week before your scheduled 2–3 hour session (virtual or in-person)

• Assess your values (worksheet provided)

During your VIP Day:

• Time Audit Analysis: Identify patterns, inefficiencies, and opportunities in how you currently spend time

• Priority Alignment: Clarify core objectives and ensure your schedule reflects what actually matters most

• Custom System Design: Build a personalized framework for capturing, organizing, and managing all commitments

• Tool Integration: Implement proven methodologies tailored to your work style, not generic templates

Sample approaches we might use: The Rule of 3 (focus on what truly matters each day), Biological Prime Time (scheduling around natural energy patterns), Strategic Boundary Setting (protecting your priorities from constant interruption)

30 days later:

• Complimentary 30-minute follow-up to assess progress, troubleshoot challenges, and refine your system

The outcome: You leave with a working system designed around how you actually work, not theory you'll never implement.

The Real Difference Between Packages

Every package offers the same flexibility in how we work together. The difference is your monthly time allocation and how quickly I can respond

Higher packages get:

• More hours for complex, hands-on work (events, system builds, intensive coordination)

• Faster response times and same-day turnaround when needed

• Deeper integration with your workflow and stakeholders

• More flexibility to pivot as priorities shift

All packages get:

• The same discretion, professionalism, and quality of work

• The freedom to use hours however makes sense for your business and life

• A partner who doesn't require justification for what you need done

Let's build an arrangement that matches your actual rhythm, not force your needs into predetermined boxes.