Advisory Services
Sometimes You Just Need Someone in Your Corner
One-time advisory sessions for business owners and humans alike – whether you’re untangling your business finances, finally facing the adulting pile, or building a life that works with your ADHD instead of against it. No long-term commitment. No judgment. Simply guidance and understanding.
What Can We Work on Together for Advisory Services?
If you’ve been circling a problem for weeks (or months, or years…no judgement here), an advisory session is where the circling stops.
Here’s the kinds of things we help with (and more!):
For Your Business
- Pricing your services so you actually make money
- Deciding whether to hire, expand, simplify, or hold steady
- Untangling messy business finances and figuring out what the numbers mean
- Building financial systems that work with your brain, not against it
- Making that one big decision you keep putting off
For Your Life
- Getting a handle on personal finances without the shame spiral
- Building routines for bills, paperwork, and the endless adulting stuff
- Creating money systems that survive your ADHD, not just your good weeks
- Sorting through a big life or money decision with someone who gets it
- Figuring out where your money actually goes, and where you want it to go
It’s the same brain-friendly approach, no matter what we’re untangling.
How Do The Advisory Services Work?
- Pick your session below. One decision, three options. The “best for” line on each card tells you which one fits.
- We meet and dig in. You bring the challenge, we bring twenty-plus years of experience and zero judgment. You talk, we listen, and together we find the path forward.
- You take away an action plan you can actually follow (not a forty-page report). We provide clear, realistic next steps built for how you actually work – because a plan that ignores your brain is just a fancy to-do list that’ll get avoided.
What A single Advisory Session Can Untangle
One hour with the right person can move what months of trying alone couldn’t. Here’s the kind of things clients bring to a session:
Finally opening the pile.
The unopened mail, the accounts they’d stopped checking, the vague dread about where things stood, one client came in carrying all of it. In a single session, we sorted what actually mattered from what didn’t, faced the real numbers together, and left with three simple steps to start with. The pile turned out to be smaller than the dread. It usually is.
Building money systems that survive real life.
A client had started and abandoned multiple budgeting apps, not because they were lazy, but because every system assumed they had a brain that checks spreadsheets daily. We built them something different: automated where possible, forgiving where it counts, and designed to still work during their hardest weeks, not just their best ones.
Making the decision they’d been circling for a year.
Should they take the new job? Combine finances with their partner? Finally deal with the retirement account from two employers ago? One client came in with a decision on a loop in their head. We laid out the real numbers side by side, named what was actually holding them back, and they walked out with the decision made and the relief of being done circling.
Whatever you’ve been avoiding or overthinking, it’s welcome here. Bring the pile, bring the loop, bring the dread. That’s what the hour is for.
Advisory Packages & Pricing
Sometimes you don’t need a partner – you need a breakthrough. Our one-time sessions give you focused, judgment-free guidance exactly when you need it: a conversation, a clear plan and the relief of finally knowing your next step.
Compass, Package 1
Best for one specific question or decision you need clarity on now.-
One focused session to get unstuck on a specific decision or problem.
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One 60 minute advisory session
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We dig into your specific challenge together
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We provide custom recommendations
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Simple next steps you can start immediately
Navigator, Package 2
Best for a challenge that needs a real plan - and someone checking that it sticks.-
A session plus a written plan, so you know exactly what to do next & we check in to make sure it's actually working.
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One 60 minute advisory session
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A written action plan built for how you work
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One 30 minute follow-up session to adjust what isn't working and celebrate what is
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Accountability without judgment
Visionary, Package 3
Best for bigger changes you want steady support through, start to finish.-
Three full rounds of sessions, plans, and follow-ups for bigger changes that need momentum over time.
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Three 60 minute advisory sessions
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A written action plan after each session
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Three 30 minute follow-up sessions
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Sustained support for bigger challenges
Advisory Packages & Pricing, On-Going Support
Some businesses don’t need a session or two, they need a partner. Our ongoing advisory puts experienced strategic guidance beside you every month: regular meetings, real accountability and someone who already knows your business when the big moments come.
Growth Partner, Package 1
Best for business owners who want a steady monthly check-in and a trusted sounding board.-
One 60 minute strategy meeting each month
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Email support between meetings, with responeses within 3 business days
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We join 1 external meeting per quarter with your banker, lender, attorney, or other key partner
Strategic Expansion, Package 2
Best for businesses in active growth mode that need faster answers and more face time.-
Up to 2, 60 minute strategy meetings each month
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Priority email and phone support
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We join up to 1 external meeting per month with your banker, lender, attorney, or other key partner
Executive Advisory, Package 3
Best for owners making big moves who want an advisor deeply embedded in the work.-
Up to 4, 60 minute strategy meetings each month
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Priority email and phone support with responses within 1 business day
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We join up to 2 external meetings per month with your banker, lender, attorney, or other key partner
What On-Going Advisory Services Looks Like
“Advisory services” can sound abstract until you see it in action. Here’s how real clients have put ours to work:
Ending the cash flow rollercoaster.
A client kept hitting the same wall: great months followed by scary ones, never sure if they could cover payroll or take a paycheck themselves. We mapped where and when the money was actually going in and out, built a cash flow plan that smoothed out the swings, and gave them something they hadn’t had in years – the ability to see next month coming.
Rebuilding their business systems from scratch.
One client was running their business across sticky notes, three apps, and pure memory – and it was costing them time, money, and sleep. We helped them choose the right software for how their brain works, planned the whole transition, and set it up so the system runs the business instead of the business running them.
Sitting across from the banker, together.
When it was time to explore financing, a client didn’t walk into that meeting alone. We came with them, helping by prepare the numbers beforehand, sitting at the table during the conversation, providing additional information bankers want to know and translating the options afterward so they could choose with confidence instead of crossed fingers.
Your challenge might look like one of these, or nothing like them. That’s the point, advisory bends to what you truly need.
Rates effective June 1, 2026 to May 31, 2027.
Questions? Reach out to us at (262) 353-3151 or admin@modledger.com!
You've Been Carrying This Long Enough
One session.
One hour.
One clear path forward.
Whatever you’ve been avoiding, circling, or white-knuckling through, you don’t have to figure it out alone anymore.