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Personal Advisory
Strategy Designed Around the Individual
Stream Strategies Group provides customized personal advisory engagements for clients seeking structured guidance around significant personal, professional, organizational, and developmental objectives.
Overview
Engagements are customized according to objectives, complexity, required resources, duration, and level of implementation support.
Service Areas
- Personal Strategy DevelopmentClarifying objectives and building a structured plan to pursue them.
- Career & Professional StrategyProfessional development planning, positioning, and next-step structuring.
- Personal Financial Organization & EducationEducational support for organizing personal financial information and systems. Not investment, tax, or individualized financial-planning advice.
- Executive & Personal OrganizationSystems, documentation, and routines that keep commitments moving.
- Implementation & AccountabilityScheduled sessions, milestone tracking, and support through execution.
How It Works
Assess
Understand objectives, current position, challenges, resources, and priorities.
Strategize
Develop a customized strategy.
Structure
Create actionable processes, documentation, systems, milestones, and deliverables.
Execute
Support implementation.
Evaluate
Review progress, identify gaps, and recommend next-stage actions.
Investment
Engagements generally range from $5,000 to $50,000
Final pricing depends on scope, complexity, duration, deliverables, and the level of implementation support required. A written proposal or service agreement identifying the applicable fee is provided before services begin.
Start with a conversation about the objective.
An initial consultation helps determine objectives, scope, and whether Stream Strategies Group is appropriate for the engagement.