Becky works with a limited number of clients to ensure each engagement is thoughtful, focused, and impactful.

702-278-0355

by appointment only

First name

Last name

Phone

Email

Location (City / State)

What prompted you to reach out at this time?

Which challenges resonate most right now?

Unclear or avoided money conversations

Family or stakeholder alignment issues

Philanthropic strategy or structure questions

Governance or decision-making challenges

Transition or growth-related complexity

I’m not sure—seeking clarity

Which engagement are you most interested in exploring?

Wealth & Values Alignment Intensive

Family & Board Governance Strategy Engagement

Philanthropic Strategy & Impact Advisory Retainer

I'm not sure—seeking guidance

What outcomes would make this engagement successful for you?

When are you hoping to begin?

Immediately

Within 1–3 months

3–6 months

Exploring options

Have you worked with an advisor, facilitator, or consultant before on these issues?

Are you ready to invest in professional advisory support?

Yes

Possibly

Not at this time

Anything else you’d like Becky to know before connecting?

Explore our services to learn how we work with women, families, and philanthropic leaders.

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