Contracting information

As a TLO Thought Partner, I work 1 : 1 with individuals, coaches, consultants, and executives. With each client, I concerned with two related issues: Helping them discover the habitual modes of thinking, feeling and acting that shape and drive their lives; and helping them understand where, when, and how to apply the leverage that experiential learning, transformational learning, and learning partnerships can bring to their personal and professional development efforts. 

 I work from my home office in Irvine, California. I, of course, also work in my clients' homes and offices, wherever you're most comfortable. The decision about where we work is mutual, agreed to on the basis of what’s most equitable. I also do a fair amount of virtual Thought Partnering.

As a TLO Thought Partner, I provide a variety of services; five in particular that are available to any individual who’s interested:

Exploratory Conversations - Developmental Coaching - Thought Partnering - Personal Coaching - Learning to Learn Coaching

tlo services & Fees

Exploratory Conversations: I begin every coaching/thought partnership with at least one informal conversation. These conversations are informal. Some last a few minutes; others can last as long as two or three hours. Regardless of how long they go, the issue in each of these conversations is us getting to know one another, learning whether we feel as if we, over time, can develop a trusting relationship. One that would allow us to test what we’ll discover through a preliminary review of the worries, concerns, and aspirations you have for yourself that that are also the issues that have brought us together. Regardless of length, all my informal conversations are free.

TLO’s Developmental Coaching: TLO's Developmental Coaching is designed for those individuals who are ready to invest serious time and energy in learning how to live in an unscripted world. It’s for those who are ready to set aside their moments of momentary confusion and willful ignorance in order to address the confusions, challenges and opportunities that are usually hanging off the edges of their consciousness. In my Developmental Coaching Programs, we work together to create a realistic understanding of the complexities that are challenging you, the constraints that are hindering you, and the kinds of conscious personal transformations that these complexities require. To pursue these kinds of transformations, I offer three different developmental coaching opportunities; Scouting Missions, Launch Programs, and Developmental Coaching Workshops. For the details and the alternative ways these coaching services are offered, you’ll find a complete description of these coaching services and my fees here.

Thought Partnering: Practically speaking, I start working with you as your Thought Partner whenever you suggest you'd like to test whether you’re really ready to explore your worries, concerns, and aspirations. Or, when you say you're willing to examine the possibility that the problems looming just over your personal or professional horizon might be too complex for you to respond to effectively. Or that there are opportunities in front of you that you want to seize but are not quite sure how to go about it. My fee for this kind of immediate Thought Partnering is $350 per hour. If we formalize this work, and you choose to advance into a personal coaching relationship, I usually suggest we negotiate a formal Thought Partnership contract that respects and acknowledges the mutual advantages associated with the on-going nature of our joint work. 
Personal Coaching: If, at some point, we each decide we'd like to explore a more fulsome thought partnering relationship, we move forward into one or more Introductory Conversations. These conversations are designed to more fully introduce ourselves to one another, and to open between us the issue of trust as a fundamental aspect of every effective Thought Partnership. These conversations are also designed to make sure that you understand three things about thought partnering: First, that we’d be launching a mutual learning-oriented journey; second, that our journey, if all goes well, is probably going to involve three distinct phases (i.e., Introductory Conversations, Educational Workshops, and Learning Experiments); and third, that each step of this journey will consist of work we’ll design together. My fee for these Introductory Conversations is $350 per hour.

Learning to Learn Coaching: For those who want to invest serious time and energy into addressing the challenges and opportunities that the 21st Century is bringing into their lives, I usually suggest that the best way for us to begin this type of thought partnership is by experimenting first with a formal Learning to Learn effort. This type of thought partnership is always needed when unique, personalized, long-lasting transformations are the issue. This kind of preparatory learning to learn program usually involves 2 to 4 months worth of work aimed at exploring your strengths and weaknesses as a learner and defining the specific learning skills you need to master if you’re going to reframe your old, outdated family-of-origin mindsets and belief systems, energize your truest intentions, and position yourself with the experiential and transformational learning skills you need to respond effectively to all the unscripted challenges and opportunities that will come your way. To create a Learning to Learn partnership, we need to jointly negotiate a contract that maps out these things and explores the advantages of an on-going partnership aimed at addressing them. My fee for this kind of a long-term learning to learn partnership has to be determined by your interests and needs and the intensity of the work we would need to do together o address them. You’ll find complete details on my learning to learn services and fees here.

Miscellaneous TLO Services

Thought Leadership: Thought Leadership is a service I offer to individuals who are interested in two things: Strengthening and expanding what they know about an important personal or professional issues; and then learning what they need to do to actually leverage this new knowledge they’ve acquired into more effective performance in a given area of their life . My fee for this Thought Leadership work is $250 per hour. If you become a long-term partner -- i.e., by advancing with one of us into a TLO Workshop and/or a series of Learning Experiments -- then I usually suggest we negotiate a new contract that respects and acknowledges the advantages of the on-going nature of our joint work.

Client Writing: In any of the work we do together, I may occasionally suggest the idea that I write a thought paper for you about a tough issue that we’ve been struggling with. The idea behind this suggestion is that having something concrete in hand will give you a tool that will let you reflect critically on what you think about the issue or issues at hand, and thereby help you move forward in ways that just talking together these issues either hasn’t or probably won’t accomplish. I usually propose this idea when both of us seem to be plateaued. My fee for this kind of writing is $200 per hour.

Client Research: Similarly, I sometimes suggest, as part of the thought leadership work I’m doing for you, that I do some background research regarding an issue you’ve been working on. Most often, I make this suggestion when either of us knows something about one or more experts somewhere who’ve done research that appears to be relevant to our explorations. I always synthesize my research results in writing. My fee for this kind of work is $150 per hour.

Scheduling and


All our Thought Partnering conversations are usually scheduled at least a few days in advance -- generally at the conclusion of a meeting. These conversations can be as brief as a few minutes, or as long as a couple of hours.

Our Preparatory Workshops and Learning-Experiment Sessions are usually scheduled two weeks or more in advance. 

It’s my experience that Thought Partnering discussions, especially when they're concerned with complex dynamics, need a regular cadence. Consequently, I like to converse with you at a frequency that's right for you and also respects the urgency and the demands of the issues we’re working on. At a minimum, I expect to connect with you for at least one meeting per month.

If we meet via phone or video, I prefer Skype or Go To Meeting. Google Hangouts also possible. For me, video isn't necessarily preferable to phone; they're simply different media with different pros and cons. I prefer we evaluate the media  preferences we bring to the table and together agree on the communications channels we decide to use.