One challenge. Thirty minutes. A clear prescription. $197.
THE ADVISORY LENS
Compliance isn't a checklist. It's exposure management.
Most HR compliance work stops at policy updates and training completion. Helena's advisory work starts there and goes further, treating every classification decision, pay practice, and workplace policy as a line item with a dollar value attached if it goes wrong.
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She works directly with executive teams and boards to identify where the business is exposed, quantify what that exposure could cost, and close the gap before it reaches a claim, an audit, or a courtroom.
$160K+
AVERAGE COST TO RESPOND TO A SINGLE EMPLOYMENT LAWSUIT, BEFORE ANY SETTLEMENT
1 in 3
US EMPLOYERS FACE A WAGE-AND-HOUR CLAIM IN THEIR HISTORY
6-Point
​DIAGNOSTIC FRAMEWORK USED TO ASSESS CLASSIFICATION AND PAY-PRACTICE RISK
100+
​ORGANIZATIONS ADVISED ON COMPLIANCE AND RISK EXPOSURE
NEW
Protect Your Profit Line.
Helena's guide to the invisible million-dollar mistakes most leaders never see coming, until they show up as a claim.
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Everything on this page, wage exposure, classification risk, policy gaps, is covered in depth in Helena's book. If you want the full playbook before your consultation, start here.
WHAT'S COVERED
Six areas where exposure hides.
01
Wage & Hour Classification
Exempt vs. non-exempt status, overtime eligibility, and independent contractor classification reviewed against current federal and state standards.
03
M&A and Restructuring Risk
HR due diligence during mergers, acquisitions, and reorganizations, surfacing liabilities before they transfer with the deal.
05
Leave & Accommodation Compliance
FMLA, ADA, and state-specific leave programs assessed for consistency and legal exposure.
02
Policy & Handbook Audits
Existing policies checked against current law and actual practice, closing the gap between what's written and what's enforced.
04
Manager Conduct & Documentation
Reviewing how managers document performance, discipline, and terminations, since inconsistent records are often what turns a dispute into a claim.
06
Executive & Board Advisory
Direct counsel to leadership on high-stakes people decisions, from terminations to organizational restructuring, before decisions are finalized.
Find your exposure before it finds you
Most leaders start with a free check-up, review the results with me in a Snapshot, and then decide whether they need a full assessment.
Step 1
Free Check-Up
Free
Pick the area that worries you most. Each takes about three minutes and shows your score and exposures right away.
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Workforce Risk: pay, leave, classification and the practices behind costly claims.
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AI Workplace Risk: how your employees use AI tools today, and what that exposes.
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HR Leader: whether your HR leader is protecting your profits.
Step 3
Full Assessment
Pricing based on company size
A complete review of your organization.
The Workforce Risk Analysis covers all 26 components, with a dashboard and a remediation tracker.
The AI Workplace Risk Assessment compares what leadership believes with what employees report, and ends with a board-ready briefing and a 90-day plan.
BUILT FOR LEADERSHIP
For the room where the decision actually gets made.
This advisory work is built for CEOs, CFOs, general counsel, and boards, not HR generalists looking for a policy template. Helena's engagements sit at the intersection of legal exposure, financial impact, and executive decision-making, where the stakes are highest and the margin for error is smallest.
"Helena helped us protect the business when it mattered most! She introduced her own risk mitigation framework, connected our teams, coached us through the principles, and integrated policies and practices for long-term risk. She helped us minimize a lawsuit, lowering our exposure by at least $1.6M."
CEO, Custom Chemical Formulators
Bring the Financial Strategy Catalyst into the room.
Financial Strategy Catalyst — for people navigating risk, change, and connection.
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Keynotes, workshops, executive retreats, and Fractional CHRO engagements.
REMOTE OR IN PERSON · BASED IN ORANGE COUNTY, CALIFORNIA