Concierge: Subscription Advisory and Coaching

Concierge subscription services are designed for those who seek ongoing, personalized advisory and coaching options.

Borrowing concepts from the concierge medicine model, this engagement option provides tailored, high-touch support with the consistency and accessibility you need to get ahead and stay ahead.

Concierge advisory offers a flexible yet structured approach to addressing challenges, pursuing opportunities, and achieving continuous team and individual growth. Regular, pre-scheduled sessions ensure that you have consistent access to high-level strategic advice, customized to meet your unique contextual needs.

Ongoing Guidance Tailored to Your Needs

For organizations and individuals looking for regular, individualized advisory services, Concierge subsciptions offer dedicated focus and attention each week.

This option ensures that your evolving challenges are addressed in a structured and disciplined manner, providing the visibility and flexibility to adapt to changing needs over time.

Whether your aim is to enhance leadership capabilities, align initiatives with organizational strategy, or enable personal and professional growth, Concierge services enable a strategic partnership with a trusted guide and coach who is always in your corner.

Options For Working Together

In addition to the benefits of being a Portfolio client, Concierge services include a dedicated time block of either a half-hour or full-hour each week to discuss whatever is on your mind, whether it’s problem solving, strategic planning, brainstorming, or design guidance.

These blocks are pre-scheduled as Zoom meetings at the same time each week, with full-hour blocks offered in the morning and half-hour blocks in the afternoon on Mondays (Central Time / Chicago). Ease into your week with strategic guidance that provides an anchor for your schedule and creates the space you need to focus.

You can choose from terms of a Quarter Year, which includes 12 dedicated blocks, a Half Year with 24 blocks, or a Full Year with 48 blocks. Discounts are available for Half Year and Full Year terms. Your spot—and your rate—are locked in for as long as you choose to continue working together.

Half-Hour Per Week

Ideal for quick check-ins, addressing specific issues, and receiving focused advice on pressing matters.

Full-Hour Per Week

Suitable for more comprehensive discussions, in-depth problem-solving, and strategic planning.

Concierge Availability

Concierge services are limited to 12 select Portfolio clients in total - [4] Full-Hour and [8] Half-Hour on Mondays.

Micro-Consulting and Coaching

Strategic Portfolio Services

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