// service · advice & consulting
A financial planner — for the tech side of your business.
Most small firms don't need more technology. They need someone independent to tell them what's actually worth doing — and what they're wasting money on. That's the job: vendor-neutral advice, plain language, no licences to push. We make money solving your problems, not selling you software.
// sound familiar?
Nobody in your corner who isn't selling something.
- Over-buying, under-usingPaying for tools and licences you barely touch, because someone sold them to you.
- Scared into the wrong thingFear-sold security or software you didn't need, or frozen by hype you can't read.
- Every quote has an angleThe people advising you are the people selling to you — so the advice always points at their product.
- No one thinking aheadThe digital and AI landscape keeps moving and you've no impartial read on what it means for you.
// how it works
A conversation, not a conveyor belt.
No requirements doc, no heavy discovery bill. We work from where you are.
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Step 1
A no-obligation chat
A real conversation — no pitch, no fee. Tell us what's on your plate. If we're not the right fit, we'll say so on the spot.
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Step 2
Lay of the Land
A timeboxed look at where you stand and a written Risks & Opportunities read — the honest story, not the comfortable one. Bounded effort, fixed price, no open-ended meter.
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Step 3
Then we get to work
A short set of priorities, or straight into fixing the thing — whatever's right. Often that becomes an ongoing relationship: we hold the bigger picture and keep steering as things change.
// why it's different
Independent means our advice points at you, not our margin.
We're not tied to a vendor or a platform, we take no kickbacks, and we make nothing on the licences or hardware you buy — those pass through at cost. So when we say "you don't need that," there's no reason for us to say otherwise. The same reason you'd want a fee-only financial planner over a commission-driven one.
- → Vendor-neutral, no kickbacks
- → Right-size, don't over-sell
- → Licences & hardware at cost
- → We tell you when you've outgrown us
// start a conversation
Get a straight answer.
Tell us what's on your plate. We'll tell you honestly what's worth doing now, what can wait, and what you can stop paying for. From there it's your call. Once we know the lay of the land we can also run your tech or build what's missing.