Pricing
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Why Our Expert-Direct Model Works
Managing taxes and financial planning can be complex, and navigating regulatory risk requires precision expertise.
Unmatched Authority: You work directly with a former Chief Compliance Officer and corporate leader with 20+ years of expertise.
Agile Execution: Rapid deployment and focused support for time-sensitive issues, including Consent Order Remediation.
Depth Over Breadth: Deep specialization in Consumer Compliance (CFPB, FDIC, OCC), ensuring the most relevant and precise guidance.
Personal Business
Focused, on-demand consultation for single, defined issues such as a preliminary Risk Assessment or a specific Policy/Procedure Review. Ideal for clients needing ad-hoc, expert guidance on financial risk management.
Hourly
Independent Consultants
Small/Local Credit Unions
Startups
Small Business
Project-based engagements or small retainer for comprehensive solutions like Regulatory Audit Preparation (CFPB, OCC, FDIC) or initial Compliance Program Development. Your experts will guide you every step of the way.
Hourly
Community Banks
Credit Unions
Growing FinTechs
Enterprise
Reserved for high-stakes, complex engagements such as full Consent Order Remediation, Enterprise Risk Management (ERM) Framework implementation, or Corporate Investigations / EEOC Complaints. Aligns your ERM frameworks with your unique business strategy.
Hourly
Large Financial Institutions
Institutions Under Regulatory Order
Why Our Expert-Direct Model Works
Managing taxes and financial planning can be complex, and navigating regulatory risk requires precision expertise.
• Unmatched Authority: You work directly with a former Chief Compliance Officer and corporate leader with 20+ years of expertise.
Unmatched Authority: You work directly with a former Chief Compliance Officer and corporate leader with 20+ years of expertise.
Unmatched Authority: You work directly with a former Chief Compliance Officer and corporate leader with 20+ years of expertise.
What our Clients Say
Crisis Remediation Testimonial
Following a targeted examination, the bank was placed under a CFPB Consent Order. Sherry's knowledge of the CFPB's expectations was invaluable. She provided the authoritative, focused leadership we desperately needed to resolve a near-catastrophic situation. We are now operating with a stronger, more defensible compliance framework
– EVP, Chief Risk Officer
Mid-Atlantic Community Bank ($1.2 Billion in Assets)(Reference: Resolving a High-Priority Consent Order)
ERM and Growth/Partnerships Testimonial
We needed a battle-tested expert, not a theory. Sherry built a practical Enterprise Risk Management (ERM) program in months that positioned us as a trustworthy partner to the largest financial institutions. The new framework satisfied all due diligence requirements from our partner bank, unlocking a $100 Million credit line. She is the ultimate Chief Compliance Officer you can have on your side."
– CEO and Founder
Innovative FinTech Lender (Series C Startup)(Reference: Strengthening ERM and Audit Readiness)
Audit & Exam Readiness Testimonial
Our upcoming OCC exam was a source of great stress, but Sherry’s Mock Exam &Gap Analysis service was a game-changer. She prepared our team with the same rigor a regulator uses , ensuring all our documentation—from fair lending reports to stress testing results —was auditable. We went into the exam with confidence and minimized findings, saving us significant post-exam remediation time.
– Chief Compliance Officer
Regional Commercial Bank (Reference: Regulatory Audit Preparation)
Issue Management and Control Testimonial
We were struggling to move beyond simple tracking of audit findings. Trust But Verify implemented a robust, closed-loop Issue Management system. Their guidance on Root Cause Analysis (RCA) ensured our corrective actions addressed the core failure, not just the symptom. This has driven true ERM risk management maturity across the organization.
– Director of Operational Risk
Large Credit Union (Reference: Issue Management for Enhanced ERM)
Latest News & Updates
Enterprise-Wide Consent Order Remediation
A Tier-1 financial institution was operating under a restrictive Consent Order due to systemic failures in its risk management oversight. The institution faced looming deadlines, potential fines, and a freeze on expansion.
Federal Regulatory Audit Prep
A national mortgage lender was notified of an upcoming joint examination by the CFPB and OCC. With legacy systems and decentralized data, the client feared significant findings related to consumer protection and fair lending.
Resolution of Complex EEOC & Internal Investigations
A high-profile corporation faced a cluster of internal EEOC complaints that threatened to go public. The internal HR team was perceived as biased, and morale was declining rapidly.