Sometimes you just need an experienced second set of eyes to review your work. Whether you are building a massive FP&A model from scratch, inheriting a messy legacy file, or prepping for a high-stakes presentation, this tier gives you a strategic sounding board to test your assumptions and optimize your workflow.

What’s Included:

  • The Core Foundation: You get immediate, lifetime access to the complete Financial Modeling Mastery Program and all associated templates.

  • Step 1: The Blueprint Call (60 Minutes): We jump on Zoom and you walk me through the model you are actively working on or planning to build. We will map out your goals and look at if/where the logic is breaking down.

  • Step 2: The Loom Review & Breakdown: You send me the file. I will run it through my personal review frameworks to analyze the architecture and structural flow, then send you back a detailed Loom video with explicit feedback and design suggestions.

  • Step 3: The Wrap-Up Call (30 Minutes): One final, focused meeting to review your adjustments, answer lingering questions, and serve as a final check before you wrap up the project.

Data Privacy & Confidentiality

Please note that you are entirely responsible for ensuring that any models, data, or files you share during our sessions comply with your company's internal data privacy and confidentiality policies.

Price: $1,995

(Capped at 4 spots per month to ensure your model gets the focus it needs).

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