Consulting and Training

Joe is available for consulting on applying his Loan “Get-Ready” Lender Compliance models to the personal and business arenas. In response to popular demand, four services were designed to fit different needs and budgets. To learn more about them, please scroll down the page to view the options:


Hourly Telephone Consulting

Joe’s hourly fee for private telephone consultations is $1000. After you’ve had an initial one hour telephone consultation, you may book consultations for smaller blocks of time. To book a one hour consultation, please click on the “Yes! Joe, I'm claiming my spot" button below, complete your order and we’ll contact you to set the appointment.

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Email Consulting

If you want some personalized attention, but hooking up on the phone isn’t convenient or possible, or you only require advice in small chunks, this is the service for you.

In contrast to telephone consultations where you have to book an hour in advance and use the entire hour at once, email consulting allows you to use your hour in pieces — 5 minutes here, 10 minutes there — just as little as it takes to answer your question or solve your problem.

Here’s how it works. Whenever you need help, just send me an email. Joe will give you a powerful recommendation by return email within 24 hours. You can use this service at your convenience — any time you want. You don’t have to book an appointment in advance and you don’t have to use a second more than you need to get the assistance you want.

Joe’s fee for email consulting is $1000 an hour which must be purchased in one-hour blocks.

To book a one hour consultation, please click on the “Yes! Joe, I'm claiming my spot" button below to complete your order.

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Project-Based Work

To get a quote on a review of an Executive Summary, Business Plan or a specific project, please click on the “Yes! Joe, I'm claiming my spot" button below and we’ll contact you to get started.

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Consulting Day

Would you like to spend an entire day with Joe (7AM - 5PM)? The agenda is up to you. Fees are as follows:
In Concord CA: $10,000
Outside Concord CA: $30,000 (plus travel costs)
Outside the U.S.: $30,000 (plus travel costs)
To discuss this opportunity or book a day, please email your request or call us at (925) 820-1300.

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