How to Work With Foundation Stone Advisors
Book a free 30-minute strategic consultation. We learn your goals, propose an engagement built around them, and then work alongside your team through five steps: Understand, Review, Execute, Optimize and Mentor.
The short answer
Working with Foundation Stone Advisors starts with a free, confidential, no-obligation 30-minute conversation with Eric Jaffe, our Managing Partner. If there is a fit, we propose an engagement shaped to your situation, whether that is a specific project, ongoing fractional leadership or executive coaching. Then we embed with your team and execute alongside you.
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Book a free strategic consultation
Pick a time on Eric's booking page. It is 30 minutes, confidential and carries no obligation. Prefer to write first? Use the contact form or call 904.483.6881.
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Tell us where you are and where you want to go
We ask about your goals, your challenges and what you have already tried, and you leave with personalized recommendations for your situation, whether or not you work with us.
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Receive a tailored proposal
Every engagement is customized to your needs and scope. We propose the arrangement that fits, from project-based work to ongoing fractional leadership or coaching, and walk you through it before anything starts.
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Work through our five-step methodology
Every engagement follows the same proven sequence:
- Understand. We learn your goals, strategies and challenges to build a strategic plan.
- Review. Our team builds a solid strategic plan with achievable goals and timelines.
- Execute. We implement your customized strategy, configuring tools and training teams.
- Optimize. We identify and mitigate challenges through continuous learning.
- Mentor. We provide ongoing guidance through continued optimization.
- 5
Keep the results after we step back
We embed with your team, attend your meetings and own outcomes like an executive would, so the systems, playbooks and habits stay with your organization when the engagement ends.
Ways to engage
Fractional executive leadership
A senior leader on your team part-time and ongoing, owning outcomes like a full-time executive would.
Project-based advisory
A defined piece of work, such as operations and growth strategy, AI adoption, marketing or a startup launch.
Executive and leadership coaching
Confidential one-on-one coaching for CEOs, founders and executives.
Nonprofit advisory
Strategic planning, board development, fundraising strategy, facility planning and operational efficiency.
We serve businesses and nonprofits in Orange Park, Jacksonville and across Northeast Florida. See the full list of solutions and client results.
Questions about getting started
Is the first consultation really free?
Yes. The first conversation is a free 30-minute strategic consultation. It is confidential and carries no obligation.
What does your engagement process look like?
We start with a free consultation to understand your goals and challenges. Then we propose a customized engagement, whether that is a specific project, ongoing fractional support or executive coaching. Every engagement follows our methodology: Understand, Review, Execute, Optimize, Mentor.
How is the engagement priced?
Engagements are customized to your needs and scope, so there is no standard price list. After the consultation we provide a transparent proposal tailored to your situation.
Do you work with nonprofits?
Yes. We work with nonprofits on strategic planning, board development, fundraising strategy, facility planning and operational efficiency.
Where are you located?
We are based in Orange Park, Florida, and serve Jacksonville and Northeast Florida.
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