WHERE TO NEXT is a consulting service that helps financial advisors and small business owners navigate critical decision points in their businesses. Using my proprietary S.C.A.L.E. Framework, I guide clients through clarifying goals, simplifying operations, aligning teams, and engaging effectively. Together, we identify challenges, uncover opportunities, and create actionable strategies to move forward.

At WHERE TO NEXT, I won’t move in and set up camp for years or bury you in endless reports. My approach is designed to be focused, practical, and impactful—without overstaying my welcome. Think of me as your guide to untangle complexity and set you on a clear path forward, not a permanent fixture in your office. Together, we’ll identify what’s holding you back, create actionable solutions, and get you moving toward your goals—quickly and efficiently.

I primarily work with financial advisors and small business owners who have been operating for at least 2-3 years. Many of my clients are at a decision point—whether they’re facing growing pains, operational inefficiencies, or simply feeling stuck. My process is designed to help them gain clarity, prioritize effectively, and take actionable steps forward.

The S.C.A.L.E. Framework (Simplify, Clarify, Align, Listen, Engage) is designed to uncover what’s holding you back and identify actionable solutions. For financial advisors, it might mean streamlining workflows to focus on client relationships, aligning team roles to business goals, or clarifying expectations with clients and staff. It’s a flexible, practical approach tailored to your unique challenges.

My focus is on creating clarity and actionable steps that lead to sustainable, long-term results. While engagements are designed to address immediate needs, the strategies we develop are meant to serve your business well beyond our time working together.

Yes! While I specialize in financial advisors, I also work with other small business owners facing similar challenges—particularly those looking to streamline operations, align teams, or refocus their efforts for growth.

Engagements vary depending on your needs, but most begin with a focused diagnostic session and then evolve into targeted consultations or guided sessions. Whether you’re looking for a one-time clarity boost or ongoing support, I offer flexible options to fit your goals.

No, my role is to guide you in organizing and simplifying your business processes, not to manage operational tasks like payroll or compliance. I help you untangle complexity and create a clear path forward, empowering you to take control of these areas or delegate them effectively.

If you’re feeling overwhelmed, stuck, or unsure of your next steps, WHERE TO NEXT can help. Whether you’re managing growth, facing operational challenges, or simply need clarity, my process is designed to meet you where you are and guide you toward your goals.

My pricing is value-based and reflects the outcomes we aim to achieve, rather than the hours spent. Every engagement includes the S.C.A.L.E. Framework, which adapts to the size and complexity of your business. While the process is consistent, we focus on the S.C.A.L.E. elements most relevant to your goals, ensuring efficiency and impact. Pricing varies based on the scope of the engagement and your team’s size. Let’s discuss your needs, and I’ll provide a clear and transparent breakdown of costs.