HORSWELL CONSULTING
NO CALLS | NO MEETINGS | BETTER BY DESIGN
CONSULTING
SERVICES
Horswell Consulting is offering a first-in-class personal financial management consulting service for families of all shapes and sizes. The world is moving faster than ever—AI is reshaping industries, inflation is rising, and economic uncertainty continues to grow. In times like these, managing your personal finances is no longer about doing the basics—it requires a higher level of sophistication.
You can’t keep doing the same approaches and expect optimal results. You need to grow in the sophistication of your personal financial management, and that’s where we come in. Our personal financial consulting helps you elevate your thinking, refine your strategy, and take control with clarity and confidence. In other words, we help you move beyond basic money management into a more intentional, informed, and effective approach to managing and growing your personal wealth.
The value of this shift will far outweigh the investment—giving you greater control, resilience, and peace of mind in an unpredictable world.
SAMPLE SERVICE AREAS
>Homeschool Financial Guidance
>Biblically Based Financial Guidance
>Financial Health Assessments
>Net Worth Statement Creation & Analysis
>Financial Strategies | Problem Solving
>Cash Flow Liquidity | Maximization
>Family Financial Budget Creation & Analysis
>Expense 360 Tracking & Analysis
>Spending Control Guidance
>Variable Expense Control Guidance
>Emergency Fund Savings Guidance
>Financial Debt 360
>Financial Management Frameworks
>Banking & Finance Guidance
>Auto Purchase Guidance
>Marriage & Money Guidance
>Inflation & Unexpected Expense Guidance
>Lifestyle Creep Financial Guidance
>Job Change or Loss Financial Guidance
>Raise & Bonus Allocation Guidance
>More Money More Problems
>Relocation Financial Guidance
>Major Expense Financial Guidance
>Aging Parents Financial Guidance
***IT'S FREE TO EMAIL US YOUR NEED!
FAMILY FINANCE
Horswell Consulting is offering a first-in-class residential real estate consulting service for Buyers, Sellers, For Sale By Owner, Investors, Landlords, & Families. This is a rare service in the marketplace that gives you the opportunity to leverage proven brokerage level expertise outside of the real estate transaction. With us, you are able to gain access to this invaluable expertise without having to be locked into a representation agreement with a Realtor, or before you need a Realtor to execute your transaction. As a part of our services, we can locate a Professional Realtor in your specific local market completely FREE, if you get to the point where you need a Realtor to handle the purchase or listing transaction for you! Let Horswell Consulting be your strategic solution to navigate these waters into the new world!
SAMPLE SERVICE AREAS
>Realtor Selection & Compensation Guidance
>Buyer Agent Referrals (FREE)
>Listing Agent Referrals (FREE)
>Pre-Purchase Preparation
>Buy Now or Buy Later
>Home Purchase Affordability
>Buying & Selling Process Questions
>Home Purchase Cash Down Guidance
>Home Purchase Property Feedback
>Purchase & Listing Negotiation Guidance
>Transaction Risk Awareness
>Pre-Listing Preparation
>Concurrent Buy-Sell Considerations
>Listing Pricing Dynamics, Cuts, & Buyer Behavior
>Home Inventory & Buyer Demand
>Property Resale Issue Identification
>Renovation Assessments
>Listing Staging Strategies
>Listing Photography Selection, Gap, & Feedback
***IT'S FREE TO EMAIL US YOUR NEED!
***ALL ARE NON-BROKERAGE SERVICES
***ALL ARE DONE OUTSIDE OF TRANSACTION
REAL ESTATE
PRICING PLANS
01 | PLANS THAT FIT
>A SINGLE QUESTION
>A LA CARTE PLANS
>HOURLY PLANS
>MONTHLY PLANS
>PHASED PLANS
>FIXED & BUNDLED PLANS
>HYBRID PLANS
>OUTSIDE OF THE BOX PLANS & MORE!
02 | CUSTOMIZED TO RISK
We design the pricing plan and service package to help manage your risk related to your financial commitment in the consulting engagement. For example, we may use a phased plan that you are able to exit at the end of each completed phase. Our willingness to design our plans with the client in mind confirms our commitment to quality and value!
03 | CUSTOMIZED TO NEED
We design the pricing & service package based on a thorough needs assessment. We don't offer one size fits all packages, because one size doesn't fit all!
WHY US?
VIRTUAL CONSULTING
Our virtual consulting incorporates human engagement through text, email, and written reports. This approach emphasizes thoughtful analysis and creates a lasting reference point for ongoing decisions.
INTEGRATED VALUE
We approach consulting with an integrated perspective, evaluating how different considerations intersect within a broader context. This supports a more well-rounded evaluation of each situation, and creates a greater value for the client.
RETURN ON EXPENSE
Are you stuck in the same rut, or taking a more intentional step forward? Growth often requires an upfront investment, and for many, guidance is part of how that investment is used to breakthrough to the next level over time.
EXPERTISE
Our consulting is informed by decades of multi-disciplinary experience. This depth and breadth of experience provides a distinct strategic perspective, allowing us to deliver thoughtful and well-rounded insight across a wide range of matters.
THOUGHT LEADERSHIP
Anyone can operate as a consultant—but not everyone provides real thought leadership. The difference is found in experience, discernment, and how effectively ideas are developed and applied. The question comes down to whether or not you want good or great?
STRATEGY & RISK
Strategy gets used as a buzzword—but real strategy is built, not borrowed. The difference between good and great comes from experience, expertise, critical thinking, risk management, creativity, anticipation of what comes next, and looking beyond conventional approaches.
SCOPE & CLARITY
Clarity is the foundation of trust. We take a disciplined approach to defining services, structure, and pricing arrangements in detail prior to engagement. This commitment supports alignment and transparency in the relationship. Every consulting engagement has a written scope of services & pricing.
SERVICE PACKAGES
Our consulting is tailored to the specific needs of each client. We begin with a structured assessment to understand your unique situation. From there, we are able to design a customized service package in a way that reflects both your current needs and longer-term objectives.
PRICING PACKAGES
We design pricing packages to align with the scope of work, your specific needs, and the level of your financial commitment involved in the consulting engagement. We custom design the plan that makes the most sense for the client!
>A Single Question
>A La Carte Pricing
>Hourly Pricing
>Fixed & Bundled Pricing
>Phased Pricing
>Hybrid Pricing
>Customized Pricing Structures
NO MINIMUMS
Use our services for as little or as much as you need. We do not require minimum commitments for consulting, allowing services to be engaged on an à la carte basis. We also offer bundled pricing structures, which may provide greater pricing efficiency as more time is needed in the relationship. We don't require minimums because we want to help your family start preparing for the new world that we are entering!
COMMUNICATION
We hold ourselves to a high professional standard of communication. Clients can expect timely and respectful communication at all times. Our work is communicated through interactive text and email, and written reports. This provides the client greater value through thoughtful and well-organized communication that can be reviewed and referenced over time. This approach supports clarity, consistency, and a more deliberate exchange of ideas.
FIRST-IN-CLASS
High-level personal financial management consulting is rare—and often avoided in the industry. Financial coaching is available; however, it rarely reflects the depth, and discipline required to address important financial matters. In addition, brokerage-level real estate expertise is rarely offered outside of the transaction. The combination of these capabilities, with multi-disciplinary experience, reflects a level of integration that is not commonly found in the marketplace.
PENNY WISE BUT DOLLAR FOOLISH
"Don't be like the masses who are often penny wise, dollar foolish, and will never break through to the next level. Investing in your financial future is more than putting money into your 401(k). We're entering a world where AI is reshaping industries and livelihoods. Preparation is no longer optional. With us, you are spending money to lead your family into the new world. When making this investment, it needs to be in a team that has leading expertise, strategy, & risk management. That team is us!"