Fiduciary Statement

 
 
 

What is a fiduciary?

Every business and individual is special. The approach to tackle your needs will be customized.

Getting to know ya stage: Solving a problem requires identifying the issue(s) you want to solve for, and then understanding the root cause or the resources needed for growth. Bandaids are temporary solutions, so I work with you to determine your ultimate goals for my support

Solution stage: We move into the research phase. I research internal roadblocks that might impede change, identify strengths and weaknesses of any stakeholders and then define a path to the solution. I don’t make assumptions, I work with you and your team to learn about the big picture and the

Sharing info stage: This stage is where I present the findings. It’s an open, honest, none judgmental but sometimes vulnerable conversation.

Planning stage: It’s time to define what areas you want to focus on, who will participate in the process, what tools and resources are needed, and how to prioritize. I present the risks versus rewards of tackling each finding, and you define what is best for you or your organization.

Implementation stage: Time to execute. This is when we roll our sleeves up and start creating change. I love this part of the process, but I know change isn’t always easy. I make this stage as seamless as possible and we communicate along the way to make sure you and your team have clarity and support.

I prefer to keep a transparent collaborative working relationship during the process, where we can talk about the company's needs and find the right approach that works for you.

Our Commitment

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