> 01 the practice

AI practice, delivered at Advisor scale.

Risk assessment, adoption enablement, and productivity foundations for teams that need a clear path into AI without handing the keys to a vendor. Operator experience from SecOps, agent framework work, and hands-on AI governance literacy.

> 02.a

AI Risk Assessment

shape: scoped engagement · output: risk posture + prioritized plan · pricing: on request

A single scoped engagement that names the AI risks your business actually carries. Reference frames are NIST AI RMF and ISO 42001, used as maps, not certifications sold. Output is a plain-language risk posture and a prioritized plan. Useful before a board conversation or a counsel review.

> 02.b

AI Adoption Foundation

shape: program · cadence: program duration · output: fluency, guardrails, reviewable artifacts · pricing: on request

Structured fluency across modern AI platforms, agent frameworks, engineering plumbing, and delivery cadence. Intent first, guardrails before scale, reviewable artifacts. Client owns the systems after.

> 02.c

AI-Augmented Productivity Foundation

shape: program · scope: Google Workspace, Microsoft 365, iCloud · output: running automations the client operates · pricing: on request

Guided setup of AI-augmented workflows across Google Workspace, Microsoft 365, and iCloud. Walked through the first configuration so the team can extend the pattern. Client operates the foundation forward.

> 02.d

Data Organization Foundation

shape: program · output: structured data and a process the client operates · pricing: on request

Organize and standardize business data using AI tooling. Walked through the first configuration so the client owns it after. No ongoing operation by the advisor.

> 02.e

AI-Augmented Brand Publishing Foundation

shape: program · scope: LinkedIn and X · output: human-reviewed publishing cadence the client operates · pricing: on request

Guided setup of an AI-augmented brand publishing workflow on LinkedIn and X. Content drafting with AI, human review before every publish, running cadence the client operates forward. Not ghostwriting. Not automated posting while the owner sleeps. The client owns the voice, owns the review step, owns the cadence.

Frameworks this practice speaks fluently.

Not a logo wall. The advisor works these frameworks as a daily practice: policy, control mapping, audit posture, governance.

SOC 2

Type I & II

ISO 27001

2022

NIST CSF

2.0

NIST AI RMF

1.0

ISO 42001

AI mgmt

GDPR

EU

HIPAA

U.S.
> 03 track record

Track record.

These are personal career work and independent build work, not Forge & Ward client outcomes. The LLC is a new Advisor practice. The operator experience behind it is not new.


Start with a fit-check email