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.)

Submit Lead
Submit Funding
Interior space with a modern cozy corner, featuring a round rag rug, a rattan chair, a small concrete side table with potted cacti, a large potted plant, a textured stone and brick wall, large glass windows, and wooden accents.

$150 - 30 minutes - Ask Me Anything

30-minute targeted brainstorms for busy entrepreneurs, agents & investors

Need a professional sounding board? This session is for the investor or agent who has the information but needs a direct push to break through analysis paralysis and sharpen their execution.

  • The Next Level Sounding Board: Direct professional feedback on your current strategy and scenarios to cut through the noise.

  • Breaking Analysis Paralysis: We will identify your specific brick wall and verbalize your 7 Day Action Plan right on the call so you can hit the ground running.

  • Bottleneck Identification: Pinpoint the friction in your process from lead intake to closing confidence and map out the necessary pivot.

  • System and Tool Recommendations: A quick audit of your tech like website, dialers and CRMs and guidance on how to modernize your workflow.

BONUS: AI Freedom Toolkit (Included FREE) Included immediately with your booking to help you reclaim your time. You will receive my comprehensive guide on implementing AI forward systems to automate the busy work so you can get back to what matters: Closing Deals.

IMPORTANT NOTES:

  • Scheduling: Should a time conflict arise, you will be notified immediately to reschedule for a priority time slot.

  • Focus: This call is for high-level strategy, tool recommendations, and clarifying scenarios.

  • Not Included: Underwriting, complex Creative Finance structuring (SubTo/Wraps), or legal document review.

Most clients book underwriting/strategy sessions after this call.

Pay for Consultation

FOR INVESTORS, AGENTS & WHOLESALERS

A white front door numbered 42, with a semi-circular window above, a black lantern light fixture, and nearby windows with decorative grilles. A tree with sparse branches extends over the top.

$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.

Pay for the Consultation
Indoor space with a wicker chair, round rug, potted succulents, and a stone wall, with large windows and a glass ceiling.

$250 - Creative Finance Breakthrough - 60 minutes

Seller said "Yes, I want to work on a creative offer” Now, you need help?

For agents and investors in active seller conversations who need to:

  • Understand what the seller ACTUALLY means by "creative terms"

  • Respond confidently without losing the deal

  • Structure an offer that works for both sides

  • Know when to pursue vs. when to walk away

What You'll Get:

  • Analysis of YOUR specific seller conversation

  • 3 tactical responses you can use immediately

  • Script language for handling common objections

  • Red flags to watch for

  • Clear next steps to move the deal forward

Requirements:

  • You must have an active seller conversation (not hypothetical)

  • Submit seller details 24 hours before call (what they said, their situation, timeline)

  • Come prepared with specific questions about THIS deal

Upgrade Path: Need full numbers and deal structuring? Add our $350 Professional Deal Analysis and I'll underwrite the entire deal.

This is NOT for:

  • General creative finance education

  • People without an active seller conversation

  • Learning "how SubTo works" in theory

Pay for the Consultation

FORECLOSURE & URGENT SITUATIONS

A rattan chair with a white decorative pillow on it, surrounded by large green houseplants, one with broad leaves and one with long pointed leaves, near a window with white curtains.

Homeowner / Agent / Investor Triage Call (20 Minutes – Complimentary)

For urgent foreclosure situations or creative deals where you need quick clarity on options and next steps. This focused 20‑minute call is for homeowners, agents, and investors who need a fast read on what to do next as this not a full strategy session.

What this call is for:

Rapid assessment of a pre‑foreclosure or distressed situation

High‑level guidance on possible paths (workout, sale, creative structure, etc.)

Deciding whether DIY, a paid strategy session, or another professional is the right move

What we will not do on this call:

No document review or detailed number crunching

No custom offer structure, trustee calls, or “tell me exactly what to offer”

One complimentary triage call per person / per case

Examples of topics we can touch on:

Is this pre‑foreclosure or distressed lead actually workable?

At a high level, could seller finance, Subto, or another creative option make sense here?

Does this look like a deal that can be saved, sold, or should be passed on?

Whether it’s worth moving into a paid deep‑dive or deal review session

Who it’s ideal for:

Homeowners in early trouble, listing agents with a distressed listing, wholesalers with a questionable lead, and investors wanting a quick “go / no‑go” style check.

Note: This is a fast triage conversation, not a full deal review or creative finance training. For detailed strategy, numbers, and documents, see the paid deep‑dive and deal review sessions.

Private Consult Form

FOR DEVELOPERS & PROJECT TEAMS

Modern kitchen with white and wood cabinetry, wooden dining table with six white chairs, plants on the table, and a hanging light fixture with exposed bulbs.

Development Strategy & Project Alignment Consultation

A high-level strategic complimentary 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.

For established developers/builders with:

  • Active project in Atlanta metro area

  • Budget of $850K+ (or whatever your threshold is)

  • Specific need for local coordination/representation

  • Timeline to start within 90 days

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 role
• 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.

Learn More