Private consultations.
Niche solutions.
Consultations
Private strategy sessions for investors, agents, wholesalers, and development teams who need clarity, guidance, or expert support.
If you have a deal, a creative finance scenario, a development inquiry, or simply need direction on your next step, the options below are designed to help you get the right level of support.
Not sure which session to choose? Use the General Contact Form and we’ll guide you to the right option.
For Funding Requests:
If you are seeking capital, please visit the Funding Page to review program details, available options, and submit your application.
(Consultations are not required for funding unless noted.)
COMPLIMENTARY DISCOVERY CALL - 15 MINUTES
15-Minute Discovery Call (Complimentary)
Let's talk about your situation and figure out the best next step together.
This call helps you understand which service or consultation fits your needs
whether that's funding, a paid strategy session, or something else entirely.
What We'll Cover:
Your immediate challenge or goal
Which funding or consultation option matches your situation
What you'll need to move forward
Clear next steps on services offered
Here's What to Expect:
If your situation involves deal analysis, creative finance structuring, or
strategic planning, I'll recommend one of the paid consultations (such as
Deal Review at $300 or Creative Finance Foundations at $250). If you need
funding, I'll guide you to the right submission process. Either way, you'll
leave with clarity and direction.
Book This Call If:
You’re unsure which consultation or funding option is right
You want quick direction before investing in a paid session
You want to confirm the best next step based on your situation-
You'd like a real conversation before making a decision
Think of this as a roadmap call and not a free consultation on creative finance
$150 - 30 minutes - Ask Me Anything
A concise, focused consultation for investors, agents, and wholesalers who have one or two specific questions and need immediate clarity without requiring a full underwriting or creative finance deep dive.
This session is ideal when you need direction, confirmation, or quick guidance on a scenario but do not need a full 60-minute strategy session.
What This Call Can Cover:
Clarifying a simple issue or scenario on a deal
High-level guidance on next steps for your deal
Basic direction on how to approach a seller or lead
Light feedback on whether a deal is worth exploring
Quick answers that do not require document review or full analysis
What This Call Is Not For:
Underwriting or deal analysis
Creative finance structuring (SubTo, Seller Finance, Wraps, etc.)
Offer strategy breakdowns
Document or contract review
Development strategy
Business positioning or branding
Capital structure consultations
FOR INVESTORS, AGENTS & WHOLESALERS
$300 - Deal Review & Strategy Breakdown - 60 Minutes
For investors who want a precise, numbers-driven evaluation of a deal before moving forward.
I’ll review your numbers, assumptions, risks, strategy, and structure.
What’s included:
• Deal analysis (cash flow, financing & creative viability)
• Offer strategy options
• Exit strategy assessment
• Risk + red flag identification
• Creative alternatives if traditional doesn’t work
• A written post-call breakdown of the deal
What You'll Walk Away With:
Clear understanding of whether the deal works
Confidence in your numbers and structure
Written breakdown you can reference
Strategic direction for your next steps
Ideal for real estate investors, wholesalers, and agents evaluating their first or next acquisition.
$275 - Deep-Dive Refinement - 45 Minutes
This strategy session is designed for investors, agents, and wholesalers who need clarity on how they present themselves, who they serve, and how to communicate their value effectively.
This is not social media coaching it is brand alignment, messaging clarity, and business identity refinement.
During Your Strategy Session
Review of your current online presence (from an investor/seller perspective)
Refinement of your messaging & positioning
Live update of your bio/brand statement for clarity & professionalism
Identification of gaps in your communication and presentation
Recommendations on essential tools & systems to streamline your workflow
Clear direction on your strategic next steps
Who This Is For
• New or pivoting investors
• Wholesalers building their identity
• Agents stepping into creative or investment real estate
• Anyone who needs clarity & professional positioning
What You Will Gain
A stronger investor identity, clearer messaging, a more strategic presence, practical tools and systems that support your work long after the call ends.
$250 - Creative Finance Foundations - 60 minutes
For sellers, agents, and investors who want to clearly understand how Subject To, Seller Finance, Hybrid structures, or Wraps actually work.
This session breaks down the mechanics, responsibilities, risks, timelines, and legal/operational flow behind creative finance acquisitions.
What we cover:
• When (and when NOT) to use Subject to
• Structuring seller finance offers for your deal
• How to speak to sellers
• How to present ethical creative offers
• Contract flow + escrow process
This is not a mentorship call - it is a foundational strategy session tailored to your real scenario or seller conversation.
Ideal for sellers exploring options, new wholesalers, investors new to creative finance, non-SubTo members, and agents entering the creative space.
FOR DEVELOPERS & PROJECT TEAMS
Development Strategy & Project Alignment Consultation (60 minutes – Complimentary)
A high-level strategic discussion for developers, builders, multifamily operators, and project teams seeking coordination or alignment support for active or upcoming projects.
This consultation determines potential fit for selective project involvement within Atlanta or remotely.
What we can discuss:
• Early-stage coordination
• Communication flow between stakeholders
• Pre-development alignment + timeline clarity
• Local Atlanta presence or meeting representation
• Community engagement or event presence
• High-level project support roles
• Whether collaboration makes sense
Ideal for:
Affordable housing teams • Mixed-use developers • Multifamily groups • Residential builders • Community development organizations • Out-of-state developers needing Atlanta support
Not included:
Financial modeling, LIHTC underwriting, or step-by-step development coaching.
FORECLOSURE & URGENT SITUATIONS
Homeowner / Agent / Investor Triage Call (20 Minutes – Complimentary)
Foreclosure & urgent situations, agents, or investors needing immediate clarity on foreclosure options or next-step strategy.
This focused 20-minute call is designed for situations that require fast assessment and direction. Whether you’re an agent representing a homeowner in pre-foreclosure, an investor evaluating a distressed lead, or a seller seeking guidance, this session provides immediate insight into options, timelines, and strategic approaches.
What we can cover:
• Pre-foreclosure evaluation & best next steps
• Seller finance / Creative strategies for distressed homes
• Loan assumption or Subject To viability
• How to structure the offer (agent/investor lens)
• Whether the deal can be saved or repositioned
• If my team can assist with acquisition or disposition
Who this is ideal for:
Homeowners • Listing agents • Wholesalers • Investors with distressed leads
Note: This is not a full deal review or a creative finance training call - it’s a fast, strategic triage conversation.