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A two-part, high-impact financial strategy experience designed for founders who are ready to stop guessing and start making data-backed decisions with confidence.
You bring your business. I bring nearly two decades of CFO and Controller experience, and together we’ll architect a financial system that finally makes sense.
Here’s how it works:
Step 1: The Diagnostic (45 minutes)
We look under the hood. You’ll gain clarity on what’s supporting your growth, what’s draining it, and where your money actually goes.
Step 2: The Dashboard Review (60 minutes)
Between calls, your numbers get organized into a personalized CEO Dashboard that visualizes your cash flow and key trends. We’ll walk through it line by line until you see exactly how to plan, hire, and pay yourself without flinching.
You’ll walk away with:
A custom CEO Dashboard built from your real numbers
A clear 90-day financial roadmap to guide next steps
Confidence in what’s sustainable and what’s not
The clarity of having a fractional CFO in your corner without the long-term retainer
Investment: $297
Includes both sessions and your personalized dashboard. No upsells, no subscriptions, just data-driven clarity that sticks.
A two-part, high-impact financial strategy experience designed for founders who are ready to stop guessing and start making data-backed decisions with confidence.
You bring your business. I bring nearly two decades of CFO and Controller experience, and together we’ll architect a financial system that finally makes sense.
Here’s how it works:
Step 1: The Diagnostic (45 minutes)
We look under the hood. You’ll gain clarity on what’s supporting your growth, what’s draining it, and where your money actually goes.
Step 2: The Dashboard Review (60 minutes)
Between calls, your numbers get organized into a personalized CEO Dashboard that visualizes your cash flow and key trends. We’ll walk through it line by line until you see exactly how to plan, hire, and pay yourself without flinching.
You’ll walk away with:
A custom CEO Dashboard built from your real numbers
A clear 90-day financial roadmap to guide next steps
Confidence in what’s sustainable and what’s not
The clarity of having a fractional CFO in your corner without the long-term retainer
Investment: $297
Includes both sessions and your personalized dashboard. No upsells, no subscriptions, just data-driven clarity that sticks.