Client Services

We bring deep executive and leadership experience to every engagement, partnering with organizations to unlock the innovation, expertise, and passion that already exist within high-performing leaders and their teams. While academic frameworks can offer valuable insights, we believe real transformation comes from integrating lived experience, intuitive wisdom, and the power of connection and community.

We also know that strategic, resilient organizations invest in leadership at every level—not just the executive team. In some cases, our work begins with the board, especially during moments of strategic or contingency planning. In other cases, the most effective place to launch a narrative or storytelling campaign is with frontline staff and community members themselves. We meet organizations where they are and co-create pathways forward that reflect their values, voice, and vision.

Key Capabilities & Packages

We bring these core capabilities to all of our clients:

  • Organizational wellness

  • Contingency planning

  • Scenario planning

  • Strategic communications & storytelling

  • Executive coaching

Choose from outcome-based packages that suit your goals. Want to mix and match? No problem—every package is customizable, and à la carte hours are available, too.


Organizational Wellness Services (5 Packages)

  • A practical starting point for organizations ready to explore wellness more intentionally.

    Ideal for: CBOs or departments beginning the conversation around staff wellbeing

    Includes:

    • 90-minute organizational wellness kick off meeting and webinar (for staff + leadership)

    • Light-touch culture scan (pre-session survey or pulse check)

    • Post session debrief with leadership

    • Summary report with 3–5 immediate recommendations

    • 3 follow up coaching sessions with designated staff

    • Draws on insights from my time as Interim COO at the Castellano Family Foundation, where I supported 10 CBOs in launching wellness campaigns and helped expand funding to 20 organizations total in partnership with multiple foundations.

    Price Range: $5,000 – $6,500

  • Designed to strengthen internal leadership and support cross-team wellbeing strategy.

    Ideal for: Program departments, clinic teams, or mid-sized orgs looking to retain and re-engage staff

    Includes:

    • Wellness Foundations Workshop (above)

    • Five 1:1 coaching sessions for team leads or supervisors

    • One 60-minute leadership strategy session

    • Resource toolkit + optional staff wellness check-in tool

    Price Range: $7,000 – $8,500

  • Support for C-suite leaders navigating burnout, culture strain, and complex team dynamics.

    Ideal for: Executive teams seeking high-level, confidential support to align staff wellbeing with organizational sustainability

    Includes:

    • One-on-one executive wellness coaching (5 sessions)

    • Two 90-minute leadership roundtable facilitation

    • Custom Wellness in Leadership planning guide

    • Strategic review of wellness-related policies or feedback channels

    • Work with HR team or other leadership staff to develop organizational policies and practices

    Price Range: $10,000 – $12,500

  • A deeper, multi-touch engagement to align wellness with mission, culture, and retention.

    Ideal for: Organizations facing staff turnover, burnout, or leadership transition

    Includes:

    • Full organizational wellness assessment (interviews, surveys, focus groups)

    • Custom staff wellbeing audit + summary report

    • 90-minute all-staff workshop + follow-up small group sessions

    • Five one-on-one coaching for 2–3 key staff or leaders

    • Two hour long board briefing or training on organizational wellness as a strategic priority

    Price Range: $12,500 to $15,000

  • Support for foundations and capacity-building intermediaries investing in grantee wellness and leadership resilience.

    Ideal for: Philanthropic partners supporting field-wide transformation

    Includes:

    • Advisory support to co-design and launch a funder-led organizational wellness initiative

    • Group wellness workshop or training series (3 to 5 sessions) for 5 to 7 grantees (each grantee would have 2 staff attend/participate)

    • Templates, toolkits, and reporting framework

    • Strategic guidance informed by my experience as Interim COO at the Castellano Family Foundation, where I supported 10 grantees in launching wellness initiatives and helped expand multi-foundation funding to reach 10 additional organizations

    Price Range: $15,000 – $20,000 depending on scope


Resilient & Strategic Leadership for Uncertain Times (3 Packages)

  • Best for: Small teams or nonprofits needing a clear plan, fast.

    Includes:

    • 1 virtual risk scan + stakeholder assessment

    • Customized contingency planning toolkit (templates + decision guide)

    • One 90-minute planning session to prioritize core functions

    • Draft of a basic tiered contingency plan (financial, staffing, ops)

    • 30-day email or texting support for plan refinement

    • 15 to 30-minute audio or video check-in calls

    Outcome: A compact, action-ready contingency plan to activate quickly when disruption hits.

    Timeframe: 30 days

    Price Range: $8,000 to $9,500

  • Best for: Organizations facing uncertainty around funding, staffing, or policy shifts.

    Includes:

    • Full risk + scenario landscape analysis

    • 2 virtual workshops: one for contingency planning, one for scenario building (3 to 8 participants)

    • Development of tailored planning materials, including trigger points, decision trees, and fallback pathways

    • Strategic stress test of one key program or initiative

    • 2 coaching sessions for executive or senior team on implementation

    Outcome: A fully integrated short-term response and long-range adaptation strategy, grounded in your real-world challenges.

    Timeframe: 6 to 8 weeks

    Price Range: $10,000 to $12,000

  • Best for: Organizations managing multiple risks or navigating a major transition (e.g., leadership change, sunsetting, restructuring).

    Includes:

    • Deep-dive kickoff with full leadership team

    • Custom facilitation of stakeholder mapping, risk prioritization, and cross-scenario planning

    • Development of internal protocols for communication and decision-making in crisis

    • Up to 3 strategic planning or coaching sessions over 90 days

    • Unlimited email

    Outcome: An embedded partner helping your leadership team build muscle for clarity, calm, and adaptability—even in the most turbulent environments.

    Timeframe: 12 to 16 weeks

    Price Range: $14,000 to $16,000


Strategic Storytelling & Messaging Packages for Uncertain Times (4 Packages)

  • Best for: Organizations that need quick support to align internal and external communications during a time-sensitive moment.

    Includes:

    • 60-minute discovery session (includes review of corporate materials)

    • Rapid review of existing messaging across platforms

    • Identification of key data to support messaging

    • Updated core message set (mission, vision, impact language)

    • Talking points for key stakeholders (e.g., funders, partners, board)

    • One messaging coaching session

    • Regularly scheduled feedback and revision sessions

    Outcome: Clear, consistent, and mission-aligned messaging you can use right away to calm confusion and communicate confidence.

    Timeframe: 30 days

    Price Range: $7,000 to $8,500

  • Best for: Organizations facing heightened scrutiny, battling misinformation, or narrative risk.

    Includes:

    • Message audit to identify gaps, vulnerabilities, and alignment issues

    • Custom narrative framework grounded in values and impact

    • Integration of clear, compelling data to support narrative and messaging

    • Development of talking points for high-stakes conversations

    • Messaging map for multiple audiences (funders, media, community)

    • Coaching session for leadership on narrative delivery

    Outcome: A unified narrative with compelling data and a set of messages that help you stay grounded and compelling, even under pressure.

    Timeframe: 4 to 8 weeks

    Price Range: $8,000 to $10,000

  • Best for: Organizations seeking to activate their base, deepen trust, and build public will.

    Includes:

    • Stakeholder mapping + audience segmentation

    • Strategic messaging for campaigns, appeals, or mobilizations

    • Story bank development (pulling real stories from staff, partners, community)

    • Integration of clear, compelling data to support narrative and messaging

    • Guidelines for using ethical storytelling across platforms and channels

    • Optional: Template scripting for email, social, or fundraising materials

    Outcome: Messaging that not only informs but inspires action and connection.

    Timeframe: 8 to 12 weeks

    Price Range: $9,500 to $11,000

  • Best for: Leadership teams seeking hands-on guidance through ongoing uncertainty or high-stakes transitions.

    Includes:

    • Monthly 90-minute messaging strategy sessions (1 to 3 participants)

    • Real-time message development and review (for announcements, funder briefings, media moments, etc.)

    • On-call support for emerging communications needs

    • Integration with organizational planning and leadership priorities

    • Optional: Internal training for staff on storytelling and values-based communications

    Outcome: A trusted strategic partner helping your organization show up clearly, powerfully, and consistently when it matters most.

    Timeframe: 3+ months

    Price Range: $12,000 to $14,000


Our Approach

Our approach is informed by broad multi-sector experience. We’ve worked with community-based nonprofits, all levels of government, philanthropy, small businesses, and fellow consultants. Our clients have included hospital systems, national civil rights organizations, Federally Qualified Health Centers (FQHCs), social service providers, housing authorities, economic development firms, and private family foundations.