Consulting Fees & Policies

Published fees and policies are intended to facilitate our work together and to clarify our mutual expectations.

Fee Schedule

Effective until further notice. Changes will be posted here.

  • Coaching Plans & Programs
  • Initial Phone Consultation:
    • 30-minute (phone only)
    • Free of charge
    • Only available on Fridays
  • Business Analysis
    • 50-minute session (at your company’s office)
    • Payment by company check or credit card (preferred)
    • $295/hour plus travel time
    • Only available on Fridays
  • Business Analysis
    • 50-minute session (at Dr. Z’s office)
    • Payment by company check or credit card (preferred)
    • $295/hour
    • Only available on Tuesdays and Thursdays
  • Business Analysis
    • 50-minute session (via videoconference)
    • Payment by credit card
    • $295/hour
    • Only available on Mondays and Wednesdays
  • Contract Engagement
    • Minimum 3 months
    • Unlimited meetings and videoconferences
    • Payment by company check with invoice
    • Contract and NDA
    • $2,500/month
    • Schedule TBD

LEGAL DISCLAIMER
I do NOT provide legal advice, tax advice, or financial advice. However, I will work with your attorneys, tax advisors, or financial consultants to ensure that my advice and theirs are in sync.

CAREER & PERSONALITY ASSESSMENTS

MBTI® Complete (business edition), interpretation and report: $460
Strong Interest Inventory Profile Report® and interpretation: $370

Practice Policies

TELEPHONE CALLS
You’re welcome to call me if you have an urgent matter to discuss in between meetings. My schedule permitting, I will take your call. Your credit card will be charged a prorated charge for calls that are longer than 30 minutes.

TELEPHONE CALLS BY THIRD PARTIES
Due to ethical, confidentiality, and legal privilege constraints, I will NOT take a phone call from attorneys, financial advisors, company employees, or other service providers, unless previously authorized in writing by the CEO or owner of my client company.

PAYMENT
Payment is required at the time of service. Forms of payment accepted: company checks or all major credit cards and debit cards. A credit or debit card on file is required of all clients and will be collected at the first session.

NEW ACCOUNTS
A one-time account administration fee of $45 is applied to all new client companies, payable with the first meeting or at contract signing.

CANCELLATIONS AND NO SHOWS
A professional time commitment is set aside and held exclusively for you. If you need to cancel or reschedule an appointment, please notify my office at (678) 554-5632 at least 24 hours in advance. If the change is made with less than 24 hours’ advance notice or if you do not keep your scheduled appointment and cannot provide a valid reason, you will be responsible for the full fee. The cancellation fee is waived if you reschedule within the same week.

OFFICE AVAILABILITY
Our voice mail at (678) 554-5632 is monitored during business hours. If possible, your call will be returned the same day, or the next business day at the latest.

REFERRALS
I do not make referrals for certain services such as legal representation, financial advising, and other providers.

QUESTIONS OR COMMENTS
Please acquaint yourself with these policies and procedures. Should you have any questions or comments about these policies, please feel free to contact me.