Retainer Partnership Options

Why a Retainer?

Your career and leadership decisions shouldn’t be made in isolation — especially when the stakes are high, the timeline is short, and the consequences are lasting.

A retainer with Charter Career Strategies gives you:

  • Priority access to a trusted strategic partner who knows your goals, constraints, and decision-making style.

  • Reserved time each month for deep strategic work — without the delays or uncertainty of hourly scheduling.

  • Confidential counsel to test ideas, evaluate opportunities, and navigate challenges before they become crises.

This is not a program or a course. It’s an ongoing relationship built on judgment, discretion, and results.

How It Works

We work together on a monthly retainer that secures a set level of access and contact time. You choose the intensity:

  • Foundation — reserved time each month for targeted strategic sessions and follow-up.

  • Momentum — increased frequency for ongoing progress and rapid decision support.

  • Acceleration — high-intensity engagement for major transitions, high-visibility opportunities, or complex leadership challenges.

The retainer ensures that when you need perspective — whether planned or unexpected — I am available. We don’t meter minutes. We focus on outcomes.

Career Stages Served

  • Early Career: Securing the right roles, leveraging credentials like the CFA charter, building credibility, and accelerating into leadership potential.

  • Mid-Career: Strategic career recalibration, preparing for executive track, increasing visibility, and making high-stakes moves with confidence.

  • Senior/Leadership: Confidential sounding board for strategic decisions, succession positioning, and discreet career shifts.

Confidential Engagement

Fees are tailored to your career stage and the level of access you require. All engagements begin with a private conversation to determine fit, priorities, and scope.