Executive technology & cybersecurity advisory
Know where your technology dollars go, where your risks sit, and what happens when something breaks. Executive oversight for mortgage and financial services businesses—without a full-time CIO or CISO.
Built for owners, CEOs, presidents and CFOs of 50–250-person businesses.
The boardroom questions
Are we protected? Are we spending wisely? Can we keep operating?
What you can expect
Defined scope. No unlimited promises.
Plain-language, prioritized findings.
A useful review. No retainer required.
01 / Executive clarity
An audit, insurance renewal, acquisition or unexpected vendor bill can expose questions technical support alone cannot answer. We connect cybersecurity, spending and continuity to your business priorities.
Alongside your IT provider—not in place of them.
Your MSP handles technical delivery. We help leadership evaluate decisions and oversee progress. Any referral compensation is disclosed.
Review agreed security documents, responsibilities and critical dependencies. Separate urgent risks from issues that can wait.
Examine technology commitments and vendor renewals. Connect investment priorities to operational needs—not another sales pitch.
Review backup access, recovery evidence and decision authority. Identify what leadership needs to know before an outage becomes a crisis.
02 / A defined starting point
Proposed engagements below. Scope and availability are confirmed before work begins.
Flagship engagement
$3,500 / project
A focused assessment that turns scattered information into a leadership-ready plan.
Yours to act on—with or without ongoing advisory.
Ongoing leadership
$5,500 / month
Up to 12 hours per month. Initial three-month agreement. Additional projects priced separately.
Executive advisory does not include help desk support, hands-on remediation, incident response or unlimited availability. These require separate delivery arrangements.
03 / Your next move
Start with this Business Technology Independence Check. No sensitive information required—review these questions with your existing IT provider and leadership team.
Explore a deeper review