CYBERSECURITY CHECKUP
A Reality Check for Professionals
Security risk in professional services rarely comes from negligence—it comes from untested assumptions. My Cybersecurity Checkup delivers a grounded assessment, expert review, and a written plan to align your operations with real-world expectations.
What the Cybersecurity Checkup Is — and Isn’t
The Cybersecurity Checkup is a structured reality check designed specifically for professional service providers whose risk profile is shaped by regulation, client trust, and the sensitivity of the data they handle. It is not a generic scan, automated report, or outsourced checklist. It is a focused, professional review intended to replace assumptions with clarity.
This process is built for firms that understand cybersecurity is no longer optional—but also know that one-size-fits-all advice does more harm than good.
Step One: A Profession-Specific Self-Assessment
The process begins with a detailed self-assessment customized to your profession: Attorney, CPA, Healthcare Professional, or Financial Advisor. Each version reflects the regulatory environment, threat landscape, and client expectations unique to your practice.
Your responses are delivered directly to me—not to an automated system or junior reviewer. I evaluate your answers against three benchmarks:
• Industry-specific compliance requirements
• Real-world client and insurer expectations
• Practical security standards for firms of your size and complexity
You’ll receive a clear score along with a concise summary that explains what the results actually mean—not just where boxes were checked or missed.
Step Two: A One-Hour Strategic Consultation
After reviewing your assessment results, you’ll schedule a 1-hour Zoom consultation. This conversation is where the checkup moves beyond theory and into your real operating environment.
We’ll walk through your assessment in detail, clarify risk areas, and discuss how your practice actually functions day-to-day. This is also an opportunity for me to understand your firm’s structure, technology footprint, client profile, and growth plans—because security decisions never exist in isolation.
The goal is not to overwhelm you, but to create alignment between expectations, exposure, and practical next steps.
Step Three: A Written Action Plan You Can Use
Following the consultation, you’ll receive a written cybersecurity action plan tailored to your practice. This plan prioritizes actions based on risk, regulatory relevance, and operational reality—so you know what matters now, what can wait, and what simply doesn’t apply.
The plan is designed to be usable: for internal planning, compliance documentation, insurance conversations, or discussions with IT providers. It translates security from a vague concern into an actionable roadmap.
Pricing and Commitment
The Cybersecurity Checkup is $299, payable to secure your consultation time. This covers the professional review of your assessment, the 1-hour consultation, and the development of your customized written plan.
This fee ensures the process remains focused, intentional, and valuable—for both of us.
Ready to Proceed?
Select your professional vertical below and the self assessment will launch in a new tab or window. Your responses are confidential and secured using strong encryption. Once you complete the self assessment, I will be notified and reach out via email with payment and scheduling options.
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