Speak with confidence about the numbers.
Non-partisan, context-driven budget advisory for local leaders.
Your context is important.
Most leaders want to learn about local budgets because they have a pain point or need as an engaged local leader.
That context is important to your learning journey, which is why our first step in working together is an upfront diagnostic questionnaire.
This work is educational and advisory in nature. I help leaders understand how budgets are structured, what the numbers do and do not say, and how to ask better questions of staff, consultants, and the public. I do not provide campaign strategy, policy advocacy, or compliance advice.
How it works.
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A brief, no-cost call to determine whether your questions are a good fit for this type of advisory work. Not all requests move forward to paid sessions.
This call is used to confirm fit, clarify scope, and determine whether paid advisory work is appropriate.
It is not a teaching session.
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Before any advisory session, I share a single baseline dashboard and ask you to complete a short questionnaire. This ensures we start from shared context—your level of familiarity with budgets, the jurisdiction you’re working in, and the specific decisions or conversations you’re preparing for.
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We can proceed with a paid advisory session once the diagnostic and review is complete.
Advisory sessions focus on understanding budgets, framing questions, and interpreting financial information. They are not strategy sessions, messaging workshops, or political consulting.
One-on-one advisory sessions
Designed for candidates, elected officials, and senior civic leaders who are responsible for (or preparing to be responsible for) budget and governance decisions.
Sessions focus on clarifying constraints, testing judgment, and preparing for real decisions or public-facing conversations.
Rate: $200 per 60-minute session.
Sessions are scoped, time-bounded, and priced to reflect senior-level advisory work.
Advisory Structure & Fees
Team advisory sessions
Designed for councils, committees, or leadership groups that need shared context before making or communicating budget decisions.
Sessions are facilitated to maintain focus, prevent scope drift, and ensure productive use of limited group time—particularly in mixed-experience settings.
Rate: To be determined depending on group size and preparation requirements.
Fit & Scope
This advisory work is intended for individuals and teams who are actively engaged in, or preparing for, decision-making responsibility.
It is not designed for general civic education, academic study, or exploratory conversations without a clear governance or budget context. Paid engagements proceed only when there is alignment on scope, readiness, and use of time.
Request a discovery call.
Requests are reviewed to determine fit, scope, and readiness for paid advisory work.
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