NOW offering: Phone Consultations | Wall Street Financier: Notes from High Altitude©

Since I became more of a household name, a few folks have been asking if I did any phone consultations.

Well now, after two months of quarantine and two dozen emails requesting it, I finally said yes.

A phone consultation with me can be booked from anywhere in the world (make sure you’re adjusting your time to mine – I am on Pacific Time Zone -America). You’ll be required to enter a payment method to secure your reservation.

Please use this Square link (also repeated below). You’ll pay a reasonable fee of $300 for a 1/2 hour chat -we do this over the phone but if you feel the need to share things with me such as documents (non-proprietary, please) we can use Google Docs, Dropbox, or conference apps such as Cisco WebEx, Zoom, Slack, Microsoft Teams, Google Hangouts— I use them all. Make sure you use the one app you’re comfortable that it gives you the highest degree of security. If we need further time together, another 1/2 hour for example, you will not have to pay another $300. This phone consult is on a sliding scale after half an hour, your total phone consultation cost will depend on how long we’ll be together depending on our schedules. A full hour, for example, might end up costing you $450 if we so agree. I will not cut a phone call short before fully explaining myself to you and giving voice to my concise opinion, giving you time to take notes. I’m not here to hold your hand, I draw on 20 years of “Senior-level” experience.

If you need to cancel your phone appointment, please do so at least 24 hours beforehand. Otherwise, you’ll be charged a late cancellation fee of $100. No-Shows get charged more: 50% or $150.

The topic/s we’ll discuss can essentially be whatever roadblock(s) you have in your personal and professional life.

Please be as specific as possible. While you can change names for the sake of it, it may be advantageous to you to use your real name because it happened to you and not “your friend”. Have a solid clear, chronological List of Events, just like you do when you go to a lawyer. (To be clear, I don’t give lawyer advice or opinions of law). Hire a lawyer for that one. Lawyers (some of them) are good at what they do. Relationships “therapists” and “marriage counselors” -they’re garbage if you know what I mean. Note: I don’t discuss or entertain any securities offerings or investment advice.

I specialize in low-hope, distressed and high-stakes situations. Career, personal life, geo-tactical decisions, “incredibly difficult” missions, reboots of life.

Because of the nature of my business, all information will be held in strictest confidence. At worst I’ll point you to the right resources. I’ll sign a Non-Disclosure Agreement with the folks who want it. If you decide to go forward and employ me to undertake a project for you, thereby taking advantage of my personal resource capabilities, you will sign a formal Compensation for Services Agreement which spells out my tasks and responsibilities, the services involved, milestones. and compensation structure (typically a fixed retainer with half of it due at signing, the other half after completion).