From clarity to execution - we meet you where you are and elevate what comes next.

Our services

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Aligned Strategy Session

90-minute clarity and alignment session
Investment: $275 (founding rate)

Your business can’t grow if you’re stuck in fear, confusion, or burnout. In this one-on-one session, we’ll explore the internal patterns and mindset blocks that are stalling your business—and build a soul-aligned strategy that actually works for you.

Includes:

  • Pre-session clarity questionnaire

  • 90-minute private Zoom session

  • 3-step clarity and alignment plan

  • 3-day post-session Voxer or text support

Perfect for:
Founders feeling emotionally exhausted, stuck in overthinking, or disconnected from their vision.

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Umbrella Assesment

Full-service business health audit
Investment: $1,250–$1,750

When your business feels off—but you don’t know why—this is where we begin. We conduct a full business audit, interview you (and optionally, your team), review systems and org structure, and deliver a clear report with everything you need to get back in flow.

Includes:

  • Founder intake + 90-min diagnostic call

  • Optional staff check-ins (up to 3 employees)

  • Review of systems, roles, and growth structure

  • Full written assessment + recommendations

Perfect for:
Businesses with team members, growth stalls, high turnover, or operational confusion. 

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Elevated Strategy Intensive

120-minute strategy and systems session
Investment: $600 (founding rate)

You know what you want—but you need structure, clarity, and a plan to make it real. In this intensive, we’ll map out your business goals, break down the bottlenecks, and build a 30–90 day operations roadmap to help you grow—without spiraling into burnout.

Includes:

  • 120-minute strategy session

  • Business model + growth review

  • Operations and org structure planning

  • Custom roadmap PDF with action items

Perfect for:
Entrepreneurs preparing to grow, hire, scale offers, or restructure operations.

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Stratgey-In-Action Day

Half or full-day strategy + implementation experience
Investment: $1,000 (half-day) / $1,800 (full-day)

You choose one key focus area—SOPs, hiring, launch planning, CRM setup, offer suite restructuring—and we knock it out together. Done live, with you, in real-time. This is a VIP day built for action, clarity, and momentum.

Includes:

  • 30-minute pre-day call to set objectives

  • 3 or 6 hours of live working time (Zoom or on-site)

  • Post-day documentation or template delivery

  • Optional add-on support package available

Perfect for:
Founders ready to stop over-planning and finally do the thing.

“The Umbrella Strategy checked all the boxes: mindset, strategy, systems, and soul. I finally feel like my business and my energy are working together.”

— JESSICA J., UMBRELLA STRATEGY CLIENT

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Questions before getting started? Get in touch.