Stay strategically aligned, all year long, on your terms.
You keep moving forward—without losing focus.
You’ve got your roadmap—now you can stay focused and aligned with flexible, follow-up strategy packages. No need for execution contracts or long-term retainers.
Need a quarterly reset, a fresh start to the year, or just an on-call strategic sounding board? You decide what support fits—when you need it most.
See how you can keep a true partner in your corner—without anyone getting in your way.

Trusted by successful early-stage entrepreneurs, family business and lower-middle market companies.







Client-Success Story
Holistic Marketing Plan for 30-Year-Old Family Business
Driving revenue for a home care agency.
Nam sagittis non sapien vitae cursus. Vivamus dapibus interdum metus vitae cursus. Pellentesque gravida eu elit a malesuada. Aenean vitae ipsum velit. Etiam porta purus sed tincidunt convallis.
- Bullet point
- Bullet point
- Bullet point
Elevating your business
Lorem ipsum dolor sit amet, consectetur adipiscing elit.
Hear from our clients
We take pride in a job well done. But believe the true mark of (mutual) success is an ongoing partnership.

"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Robert Jackson
Owner, Custom Home Care

"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Jaime Loomis
Owner, TheraTrain

"From the onboarding phase to the intended goal state, I cannot recommend Raised highly enough."
Thomas Dwyer, Jr
Owner, TJD Associates
Stay Strategically Aligned
Keep the momentum all year.
Quarterly Growth Check-In
Realignment for lasting results
Every 90 days, your leadership team gets a 90-minute guided session to regroup, refocus, and realign—without starting over. You’ll revisit your roadmap, spotlight what’s working (and what’s not), and leave with a clear set of priorities for the next quarter.
Annual Strategic Refresh
Stay fresh, stay focused
Each year, hit reset with a tailored planning sprint so your leadership and roadmap are realigned for what’s next. You’ll review your progress, clarify what’s changed, and walk away with a focused, achievable plan—so you’re not re-inventing the wheel.
Executive Advisory Retainer
On-call strategy partner
eed fast, reliable support throughout the year? Keep a trusted advisor in your corner for quarterly check-ins, tough decisions, and team realignment—without paying for full-scale implementation. You get strategic guidance when you need it, as often as you need it.
Quarterly Growth Check-In
What's included?
- Quick pre-session pulse check (so you hit the ground running)
- 60-90 minute facilitated alignment session for your leadership team
- Updated 90-day action focus (when focus shifts)
- Clear, written summary for easy team handoff
Who It's For
- Leaders craving roadmap accountability
- Teams juggling growth, hiring, and ops who need a regular reset
- Fast-moving organizations who don't want the overhear—just clarity
Why It Works
- Adapts as your capacity, goals, or team structure evolve
- Makes alignment automatic—even with shifting players
- Returns your strategic focus, no implementation required
Investment
- $1,750 per session
- Bundle: 4 sessions for $6,000
Annual Strategic Refresh
What's included?
- Quick alignment workshop for your leadership
- Spot-check of current capability and team pulse
- Review of your last roadmap to see what’s changed
- Updated goals and 90-day priorities, ready to launch
- Strategic summary and step-by-step plan
Who It's For
- ClarityTrack grads ready for an annual reset
- Teams with new leaders or evolving objectives
- Operators who want a clear, achievable kickstart (not a full reinvention)
Why It Works
- Rekindles clarity—without rebuilding your whole strategy
- Quickly realigns teams after change or turnover
- Builds momentum and a shared plan for the year ahead
Investment
- $4,500 (1-2 week sprint)
Executive Advisory Retainer
What's included?
- Quarterly Growth Check-Ins (4x/year, scheduled for you)
- Direct access to strategic guidance by email or voice memo
- Fast reviews of vendor plans, messaging, and priorities
- First-in-line for annual planning refresh
Micro-roadmap tweaks as your world changes
Who It's For
- Executive teams who want year-round clarity
- Owners/operators without full-time strategy leads
- Fast-moving orgs that want focus—without the friction (or dependency)
Why It Works
- Provides fast, expert support—no retainer bloat or hard tie-in
- Keeps your leadership focused, aligned, and ready for growth
- Means you always have a trusted partner available (as much or as little as you need)
Investment
- $12,000 per year (very limited slots available for personalized support)
You don’t have to solve it all alone—clarity starts with a conversation.
Let’s talk about your growth goals, your toughest challenges, and how you can move forward with less friction and more focus.