Our Framework for Collaborative Budget Negotiations

Transparent. Analytical. Balanced.

Our methodology centers on practical steps—building trust, analyzing financial options, and encouraging collaborative decision-making. We illuminate core priorities and clarify complex information to help participants communicate effectively. Results may vary.

We do not provide specific investment or personal finance product recommendations.

Our Team

Meet Our Experts

Collaborative advice from financial negotiation specialists

Our team combines backgrounds in communication, negotiation, and financial planning analytics. Each member brings practical insight, ensuring clients feel understood and supported throughout the consultation process.

We focus on impartiality and meaningful dialogue.

Jenna Miles

Jenna Miles

Senior Advisor

Jenna has years of experience managing high-level financial meetings for organizations.

She’s facilitated numerous negotiations where finding shared value was critical for all parties, and she is known for her approachable, detail-oriented manner.

“Active listening and clarity create the best foundations.”

Dialogue skills Financial planning
Richard Yang

Richard Yang

Negotiation Specialist

Richard channels his expertise into helping groups calmly resolve disagreements and build consensus.

With a background in economics, Richard focuses on guiding fair discussions and transparent communication among diverse teams, resulting in actionable recommendations.

“A solution is always somewhere between perspectives.”

Conflict resolution Facilitation
Sophie Tran

Sophie Tran

Strategy Analyst

Sophie uses data-driven insights to break down complex budgeting scenarios for clients.

Her research experience brings a fresh analytical approach, making technical negotiation points easy to understand so teams focus on real priorities.

“Numbers matter, but stories move people to action.”

Analytical review Problem-solving

Reach out to learn more.

Our Process

Four steps for constructive negotiation results

Exploratory Conversation

We gather your context, goals, and perceived obstacles to set the stage for success.

1

Analytical Review

Our team breaks down budget data so everyone can understand the key dynamics at play.

2

Collaborative Dialogue

We facilitate open discussion focusing on shared interests with step-by-step guidance.

3

Pathway to Agreement

We summarize findings, offer recommendations, and support agreement or next steps.

4

Why Choose Us

A consultation-first approach for budget communication sets us apart from others

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