BUSINESS CLARITY WHEN YOU NEED IT MOST
Get Unstuck. Make a Plan. Move Your Business Forward.
Bring your business, money, technology, or operational challenge to an experienced entrepreneur, tax professional, and software engineer. We’ll cut through the noise, identify what is holding you back, and turn your questions into clear next steps.
WHEN THE NEXT MOVE ISN’T CLEAR
You Don’t Need More Random Advice. You Need the Right Perspective and a Practical Next Step.
Too Many Decisions, Not Enough Clarity
You may be trying to choose the right tools, fix an inefficient process, organize the financial side of your business, evaluate a new opportunity, or decide what to prioritize next. When everything feels connected, it can be difficult to know where to begin.
Advice That Doesn’t Fit Your Actual Business
Generic tips rarely account for how your operations, technology, finances,
and taxes affect one another. You need guidance grounded in your specific goals, constraints, and stage of business—not another
one-size-fits-all checklist.
HERE’S THE BETTER QUESTION:
What could change if you stopped carrying the entire problem by yourself?
BRING THE PROBLEM. LET’S FIND THE NEXT MOVE.
These are working sessions—not motivational conversations. We’ll examine the issue, challenge assumptions, evaluate your options, and determine what you can do next.
ONE CONVERSATION. MULTIPLE PERSPECTIVES.
Business, Taxes, and Technology Are Connected
Money Marv brings 15 years of enterprise software engineering experience, 5 years of tax preparation experience, and hands-on business ownership into every session. That cross-disciplinary perspective helps uncover issues and opportunities that may be missed when each part of the business is considered separately.
15 Years
Enterprise Software Engineering
Senior-level experience building applications, automations, integrations, and systems that create measurable business value.
5 Years
Tax Preparation Experience
Practical insight into how recordkeeping, business decisions, and tax considerations connect.
3 Lenses
Business + Tax + Technology
One practical perspective across the systems that help a business operate and grow.
CHOOSE YOUR SESSION
How It Works?
Choose the session that fits your challenge, share the context before we meet, and leave with clear priorities and an actionable path forward.
Choose Your Session
Book The Unblock Session for one immediate challenge or the Strategy Session for a deeper review and plan.
Share Your Story
Complete a short pre-session questionnaire so we can spend our time focused on the details that matter.
Work the Problem
Virtually Meet with Money Marv, evaluate your options, and leave knowing what to prioritize and what to do next.
BUILT FOR PEOPLE WHO ARE BUILDING
A Practical Sounding Board for Entrepreneurs and Business Owners
These sessions are for entrepreneurs, small-business owners, side-hustlers, and professionals who are actively making decisions—not merely collecting information. Whether you are setting up your business, improving operations, exploring automation or AI, reviewing a money decision, or preparing to scale, you’ll get direct guidance shaped around your real situation.
CONNECT THE DOTS
Questions You Can Bring to the Session
Sessions provide strategic and educational guidance. They do not replace legal, securities, investment, or individualized financial advice. Tax preparation and applicable tax services are provided through Titus Tax Pros.
Business direction
Clarify an offer, evaluate an opportunity, organize priorities, or decide what to do next.
Operations and workflows
Identify bottlenecks, reduce repetitive work, and select tools that support the way your business operates.
Technology, automation, and AI
Evaluate software, websites, integrations, automations, and practical AI use cases.
Money and tax perspective
Discuss record-keeping, accounting processes, cash-flow decisions, and tax considerations affecting the business.
Business Structure
Review your business structure and explore potential opportunities to operate more tax-efficiently.
Investment Strategy
Discuss investment vehicles, strategies, and general wealth-building concepts for educational purposes—not as individualized investment advice.
Sessions provide strategic and educational guidance. They do not replace legal, securities, investment, or individualized financial advice. Tax preparation and applicable tax services are provided through Titus Tax Pros.
TWO WAYS TO GET CLEAR AND MOVE FORWARD
Choose the Right Level of Support
If you have one pressing question or decision, start with The Unblock Session. If the challenge requires a deeper review, a documented action plan, and follow-up support, choose the Strategy Session.
WHAT’S INCLUDED
The Strategy Session Gives You More Than a Conversation
A Focused Strategy Engagement
90 Minute Session + 30 Minute Follow Up
Your Investment: $297
SESSION DETAILS
What We’ll Do Together
Both sessions are designed to create movement. The difference is the depth of the problem, the preparation required, and the amount of follow-through you need.
OPTION ONE
The Unblock Session
60 MINS – $97
OPTION TWO
Strategy Session
90 MINUTES + 30-MINUTE FOLLOW-UP · $297
CLIENT PERSPECTIVE
Clear Thinking Creates Better Decisions
Work through your challenge with someone who understands enterprise software, business operations, tax preparation, automation, and entrepreneurship—and knows how to connect them.
Gianna M.
Small Business Owner
“Before my session with Marvin, I had several ideas but no clear direction. He helped me organize my thoughts, identify what was actually holding me back, and focus on the next steps that mattered most. I left the conversation feeling clear, confident, and ready to move forward.”
Anthony M.
Taxpayer
“Marvin has a unique ability to look at a business from multiple perspectives. He helped me think through my operations, financial processes, and technology needs as parts of one connected system. His recommendations were practical, easy to understand, and relevant to where my business is today.”
FREQUENTLY ASKED QUESTIONS
Choose the session that matches the depth of support you need.
What can I bring to The Unblock Session?
Bring one focused business, money, technology, or operational challenge. Examples include evaluating a business decision, selecting a tool, troubleshooting a process, exploring an automation idea, organizing your next steps, or getting an experienced second opinion.
What is the difference between the two sessions?
The Unblock Session is a focused 60-minute consultation for one immediate issue. The Strategy Session is a deeper engagement that includes advance context, a 90-minute working session, a written action plan, and a 30-minute follow-up.
What happens after I book?
You’ll receive a confirmation and a short questionnaire. Complete it before the meeting so Marvin can understand your goals, current situation, and biggest questions before the session begins.
Will you implement the recommendations for me?
Implementation is not included in either session. If your plan requires software engineering, automation, AI, or technical execution, Marvin can discuss Engineer on Demand support or a separate project after the session.
Is the Strategy Session a good fit for a brand-new entrepreneur?
Yes—if you need help thinking through business infrastructure, tools, workflows, priorities, or the practical path from idea to operation. If you have only one immediate question, The Unblock Session may be the better place to start.
Are these sessions tax, legal, or financial advice?
Ask Money Marv sessions provide business and technology consulting and educational guidance. They do not constitute legal, securities, investment, or individualized financial advice. Tax preparation and applicable tax services are provided separately through Titus Tax Pros.
The Unblock Session
$97
Was $199
60-minute private consultation
One focused challenge or decision
Real-time problem solving
Clear, actionable next steps
Strategy Intensive
$297
Was $399
Unlimited team members
Advanced analytics
Workflow, decision, or opportunity review
Written Strategy Action Plan
30-minute follow-up session
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