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Terms

What this is

An expert opinion to help you think. This is not legal, tax, or financial advice, and does not create a fiduciary relationship.

Conflicts

I advise companies on compensation too. I check the companies you name against my client list before we talk. If there's a conflict, I'll refund you in full.

Confidentiality

What you tell me stays with me. I don't share your situation, your numbers, or your name with anyone, including companies I advise.

Decisions are yours

I'll give you my honest take, but what you ask for and accept is your own decision.

Changes and refunds

Reschedule or cancel up to 24 hours before for a full refund.