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THE DESIGNER'S PRICING ADVISOR
The Private Advisory
Palm Beach
Reserved for just four designers annually.
Scale your design firm into a 6, 7, or 8 figure business with clarity, systems, and strategy built to last.
The Private Advisory is for designers ready to step into the next version of their business - one where pricing feels natural, clients are aligned, and profit becomes the standard, not the exception.
This isn’t traditional coaching. It’s a partnership. For three days in Palm Beach, we’ll work side by side to reengineer your design firm for sustainable profit, refining your pricing structure, vendor strategy, and project management approach so you can double or even triple your revenue with intention.
I’m in every detail with you, reviewing your pricing architecture, evaluating your vendors, mapping your project management systems, and strengthening the business behind your creative vision. What we build together sets the tone for the next five years of growth.
The Core of Our Work
• A full audit of your pricing, sales process, and profit-related systems
• Complete pricing and proposal strategy designed for growth
• Vendor and margin development plan for long-term profitability
• Financial forecasting and multi-year revenue roadmap
• Three days of in-person coaching in Palm Beach with concierge-level touches
• Ongoing partnership: monthly coaching calls and live proposal reviews for one year
Built for the Designer Who’s Ready To...
→ Step fully into the CEO role and lead with clarity and confidence
→ Scale a design firm that’s profitable, efficient, and positioned for 7-figure growth
→ Strengthen pricing, streamline operations, and protect your profit at every stage
→ Build systems that create freedom instead of friction
→ Work exclusively with clients who value your expertise and trust your process
Your Trusted Advisor in Business and Profit
A year-long partnership for the designer ready to play bigger, lead smarter, and scale faster.
When a designer steps into the Private Advisory, they aren’t just getting strategy; they’re gaining a trusted advisor who understands the realities of building and leading a high-performing design firm.
For a full year, I’m in your corner as both strategist and sounding board, helping you make smart, profitable decisions at every turn. Together, we look at your pricing, proposals, team, and process through the lens of long-term growth and ease.
We refine how you lead. How you sell. How you protect your profit. You’ll leave with a pricing model that supports your next chapter, systems that simplify your days, and the confidence to scale without the constant second-guessing.
This isn’t theory; it’s partnership. You’ll have a trusted advisor by your side who sees your potential, helps you claim it, and ensures the business behind your talent finally matches the caliber of your design work.
BUILT ON CLARITY AND INTENTION
I’ve lived every challenge I now help you solve, and I’m here to help you skip the five years of trial and error it took me to figure it all out.
Over the years, I’ve met so many designers who were doing beautiful work but feeling burned out, underpaid, and unsure how to fix it. I remember being there too, confident in my design talent but constantly second guessing my numbers.
I learned that incredible design alone doesn’t build a profitable firm. Clear pricing, boundaries, and strategy do. Once I mastered that, everything shifted - the strength of my bottom line, the caliber of clients I attracted, and the confidence I carried into every presentation.
Now, helping other designers experience that same transformation is what I love most - it is truly the honor of a lifetime. This work changes lives. It brings freedom, clarity, and control back to designers who once felt trapped by their business.
The ones who are ready to stop guessing, stop undercharging, and finally step into the CEO role their business has been waiting for.
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Because when your pricing is clear, your process is strong, and your confidence matches your talent, everything starts to work the way it was meant to.
Your Business, Rebuilt for Profit
Our work together unfolds over more than a year, beginning with thoughtful pre-work and leading into three transformative days of in-person coaching in Palm Beach. From there, you’ll receive eleven additional months of strategic partnership and hands-on support designed to keep your growth consistent and your momentum strong.
Your Private Advisory experience includes:
• A complete Custom Pricing & Proposal Playbook built specifically for your firm
• A refined design fee structure and minimum project thresholds
• A comprehensive product pricing strategy with vendor negotiation templates
• Proposal templates and a presentation method proven to increase close rates
• A full review of your design process from inquiry to install, with profit-focused refinements
• A 1, 3, and 5-year game plan for scaling revenue strategically
• Post-Advisory support with monthly coaching calls for one year
• Five live “done-with-you” proposal builds to refine your pricing confidence
• My personal contract clauses to protect your profits and client boundaries
• Access to my vetted vendor list used inside my own design firm
It’s an intensive, months-long audit that begins well before we ever meet in Palm Beach. By the time you arrive, every corner of your pricing, proposals, and profit strategy has been studied and refined.
Then, over three days together, we dive deep into strategy, systems, and implementation, transforming your firm from the inside out. From there, you’ll have a full year of ongoing partnership and support to ensure every change takes root and drives measurable growth.
BEFORE PALM BEACH
I spend months auditing and strategizing before we ever meet in person.
Through a deep review of your pricing, proposals, sales process, and profitability, I identify where revenue is leaking and where opportunity lies. Every detail, from how you structure design fees to how you manage margins and track profit, is studied through the lens of long-term sustainability.
I conduct a deep analysis of your proposals, contracts, product data, and sourcing strategy, alongside the way you price, present, and manage projects from start to finish. Each detail is evaluated through six core pillars: pricing, offers, sales, revenue, operations, and profit monitoring to reveal where profit is slipping and where untapped opportunity exists. The result is a fully customized roadmap built around how your firm operates and the growth you’re ready to step into.
When you arrive in Palm Beach, the foundation is already built. You’ll stay at one of the area’s most iconic five-star resorts, where our strategy sessions unfold in an intimate, private setting designed for focus, creativity, and breakthrough thinking. Mornings are dedicated to deep strategy, afternoons to reflection, and evenings to restoration surrounded by ocean views and timeless luxury. It’s an experience designed to elevate both your business and the way you lead it.
Our Time in Palm Beach
ARRIVAL:
You’ll check into one of Palm Beach’s most iconic five-star resorts, where every detail feels intentional and time moves a little slower. That evening, we’ll meet for a relaxed dinner to align on your goals and set the tone for the days ahead.
DAY ONE:
Day one is devoted to building the foundation for pricing clarity and sales confidence. We’ll refine the way your business earns, prices, and presents its value developing strategies that make your numbers feel effortless and your proposals impossible to resist.
Throughout the day, we’ll develop:
→ Refined design fee structures
→ A detailed product pricing strategy to optimize margins across every project
→ Clear scope boundaries to prevent overwork and protect profitability
→ A signature proposal template and presentation method to increase client confidence and close rates
→ Custom email templates to streamline your sales process and improve conversions
Our Time in Palm Beach Continued...
DAY TWO:
After breakfast, we dive into advanced strategy work that transforms a well-run design firm into a profitable, scalable business. Day Two is where we move beyond pricing and proposals to master margin protection, vendor relationships, and operational excellence.
Throughout the day, we’ll refine:
→ Long-term vendor partnerships and negotiation tactics for stronger margins
→ A profit-driven project management process that supports efficiency and flow
→ Cost control systems to reduce waste and protect profit
→ Strategies to optimize your design process for scalability and ease
→ A 1, 3, and 5-year roadmap for growth and team alignment
As our time in Palm Beach comes to a close, everything we’ve built comes together. Your pricing is clear, your proposals are polished, and your process is designed to support profit at every stage.
You’ve learned the same proven strategies that power my own firm, frameworks that bring structure, confidence, and sustainability to every client experience. You’ll leave Palm Beach with a complete system that feels as elevated as the spaces you design and a plan for growth that’s as intentional as it is achievable.
Day Two concludes with a restorative massage, giving you space to unwind, reflect, and absorb everything we’ve created together. This experience is more than strategy; it’s a reset for how you lead, earn, and build what’s next.
Where Strategy Becomes Your Competitive Edge
When clients come to Palm Beach, their experience includes three days of immersive strategy inside one of the area’s most iconic five star resorts. Together, we reimagine every aspect of their pricing and sales strategy through the lens of ease, intention, and long term profitability.
You’ll enjoy private coaching sessions, curated lunches, luxury accommodations, and a massage to close your final day. Every detail is handled with care, creating the space to think deeply, plan clearly, and build confidently.
Investment: $48k
This is a deeply personal, high touch experience. I become your trusted advisor, auditing, refining, and rebuilding your firm’s most profitable systems with you. From pricing models to proposal frameworks, every element is crafted with precision so you can scale sustainably and lead with confidence.
Because of the depth of this work, the Private Advisory is offered to only four designers each year, ensuring every client receives my full focus, strategy, and partnership for the year ahead.
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