Prospectus
Six months · $100,000
Up to five clients a year.
In select cases, I’m open to an equity arrangement if I believe in the venture and see a clear way to contribute.
One-to-one advisory with Julian von Loesch
It starts with an ambition you’re weighing and a decision you actually face.
What could it realistically give you—and what else, if anything, are you asking it to settle?
We examine its full price, including the part other people pay, and put arrangements behind the choice that you can carry forward after our work ends.
How the work runs
Recognition
We test those expectations against your experience and other perspectives. There may be no hidden promise at all. You may already understand the pattern and want that understanding to govern what you do. Any interpretation has to survive questions and contrary evidence.
Choice
We make the terms explicit: the time, money, attention and risk you are willing to commit, what you refuse to trade, and what would justify changing course. A demanding ambition can warrant a demanding price. Other people pay part of the price. Your willingness doesn’t authorize theirs.
Structure
We put arrangements behind the choice: a decision rule, a change in who decides, a boundary, a review date, someone able to question you and follow up.
Success and failure both get reviewed. Neither gets to quietly rewrite the terms. We revise them openly when the facts warrant it.
We also examine the advice and relationships surrounding the ambition, including how you respond when someone disagrees. Changes may involve an adviser’s role, access or authority. Where useful support already exists, we build on it.
What the six months include
Intake and assessment
The intake includes a full day observing you in ordinary settings and a day’s worth of confidential interviews with people who know different parts of your life. The scope and participants are agreed beforehand.
We select roughly six to eight interviewees for direct knowledge and differing perspectives. A trusted person outside your working relationships can help identify people you might overlook. Additional interviews are used where a specific gap warrants them.
Approximately a week after the intake is complete, we discuss a written assessment: what the evidence suggests, where accounts differ, and what remains uncertain. You can challenge and correct it. Any interpretation has to survive questions and contrary evidence.
Conversations and reviews
- Thirteen ninety-minute conversations, including in-person reviews at the end of months two, four and six. The other conversations are by Zoom, generally every two weeks.
- A brief weekly written exchange between conversations.
Weekly group
During the first two months, we work to establish a weekly group that you initiate with three people you already know and trust, outside your working relationships. Participation is unpaid and reciprocal: each person brings a live challenge and helps the others. The aim is for the group to continue after our six months end.
The group needs to be useful to all four members if it is to continue.
Other input
Where useful and authorized by you, Fin/ite seeks focused input from existing professional advisers. We examine how that support fits the choices you face and whether other expertise is needed.
Practical arrangements
In-person locations, travel and confidentiality arrangements are agreed before we begin. If the work ends early, unused fees are returned. The basis for calculating that return is agreed at the outset.
We revise a working record of the choices, commitments and arrangements together.
Ending and follow-up
The engagement ends after six months.
Ninety-minute follow-up calls one and three months after completion.
Commitment and limits
Fin/ite commits to the examination, the practical work, the reviews, and correcting itself when it is wrong.
It cannot promise how your choices turn out.
Separate from Gravion Capital
Fin/ite never recommends investments, manages money, or solicits or facilitates investment in Gravion Capital. No one can be a Fin/ite client and a Gravion investor at the same time. Nothing from a client relationship is used for Gravion’s benefit.
Fit
The question is whether this is the work you need. Your existing support may already be enough. Another professional may serve you better.
Fin/ite is advisory, not therapy or medical care.
Beginning
What are you weighing?
[email protected]