Policies & Ethics
You should know how I work before you need me to work.
Most people arrive here for one of three reasons.
You're considering working with me and want to know what you're getting into. You're an advisor deciding whether to send me your people. Or you're the careful one in the family, doing your homework. Good — all three are the right instinct.
Everything is laid out below, sorted by what you're trying to figure out. Read as much or as little as you need. And where something carries legal weight, the signed agreement is what governs — not the website.
How I think
The reasoning underneath everything — how I make decisions, where my boundaries are, and why both are built the way they are. Start here if you want to know how I'll handle the hard moments before we're in one.
The reasoning underneath · Page The Ethical Framework →How we work together
What working with me actually feels like, what I'll require of you, and how we decide who the "client" is — which matters more than it sounds, because it shapes how your confidentiality works.
Most people start here The plain-language version · PDF Working with Savannah → Who the "client" actually is · PDF Who Is The Client? → The full framework · PDF Practice Overview, Ethical Guidelines & Best Practices →Practice policies
The full operational terms — confidentiality procedures, billing, scheduling, and exactly what happens if an engagement has to end. Thorough on purpose. Nobody should be surprised by the mechanics later.
Operational terms & policies · PDF Practice Overview, Ethical Guidelines & Best Practices →For advisors
Ethical guidelines and best practices for the attorneys, wealth managers, and other practitioners who work alongside families in enterprise. In progress — and worth the wait.
Let's see if we're a fit.
Thirty minutes, no cost, no pitch. You tell me what's going on. I'll tell you honestly whether this is the right kind of help — and if it isn't, I'll point you toward what is.
Book a Free 30-Minute CallSchema Consulting is not therapy, counseling, or medical services. We do not diagnose or treat mental health conditions, and our work is not governed by HIPAA or therapist–client privilege. All services are educational, facilitative, or advisory in nature and focus on family–enterprise alignment, decision-making, and relationship-building within a business context. For clinical needs, please consult a licensed mental health professional.
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