Financial Coaching & CFO Consulting
I specialize in working with entrepreneurs and entrepreneurial couples who want to dial in their personal and business finances, and are ready for higher levels of income generation.
Many of my clients are change-makers, progressive entrepreneurs, and entrepreneurial couples that are interested in doing money in new ways.
My entrepreneurial clients learn techniques for mindset mastery and practical financial tools to systemize greater levels of financial freedom.
Because of my extensive experience in business, I offer financial services to support entrepreneurs and their businesses, ensuring that startup endeavors are well thought-out, and that the numbers align with the vision.
As businesses grow and are ready to uplevel, I provide strategic guidance to enhance the financial systems and structures that support sustainable financial growth.
PUT AN END TO FINANCIAL OVERWHELM WITH A FRACTIONAL CFO
FINANCIAL Confidant
Always have a sounding board to discuss the challenges you face in business as an entrepreneur and leader
Gain support for navigating the ever-changing financial landscape of business endeavors
Have a consistent time to speak about the financial opportunities and challenges that constantly arise
FINANCIAL LITERACY & Oversight
Learn to analyze your financial statements
Receive training for your bookkeeping staff so they provide the best, most useful financial information to you and you can then make appropriate decisions based upon objective financial data
Get oversight for your bookkeeper to ensure things are accurately categorized, reconciled and timely in a systematized way
Having a liaison between you and your accountant and financial planner
MASTERY OVER YOUR NUMBERS & PROFIT
Overcome financial limitations, bad money habits, destructive patterns with money and money beliefs that make it challenging to achieve higher levels of financial success
Navigate uncertainty with financial systems and processes
Maintain balance and a quality of life
Improve the productivity of your team
Successful Financial Projections & Analysis
Learn the art of revenue forecasting and expense budgeting
Plan for transitions, expansions and financial contractions
Have a financial scorecard for measuring and tracking success
Cash Flow Management & Growth
Understand your financial needs weekly, monthly & yearly
Plan for debt and investor repayments
Determine the appropriate amount of pay for owners and employees
Understand how profitability affects your bank balance and what the missing ingredients are
Set up bonus structures or profit sharing models
Do you consider yourself a HENRY(high earner not rich yet?)
Are you a high earner, but you struggle, feel confused, or not fully in control when it comes to managing your money?
Do you have a feeling that you could generate SO MUCH MORE if you could manage what you have successfully?
I’ve worked with countless clients over the past 18+ years who had the ability to generate abundant flows of income but weren’t sure where the money was going or doubted their own financial abilities.
As a result, they stayed stuck at a certain ceiling in their financial life when they knew much more was possible and didn’t gain wealth traction in their high earning years.
If you feel:
✓ You don’t quite have the skills to manage your money in a way that grows your savings and assets, but you’ve been feeling ready to go to the next level with your finances
✓ You could generate so much more if you fully took charge of your financial life
✓ Your relationship with money still feels murky, and you know you need to clear that up in order to have a more prosperous experience of life
✓ You want to learn how to refine your financial strategy and leverage your income to maximize your short-term savings and long-term investments
✓ You’re ready for support and becoming financially literate, financially empowered and financially masterful
Financial coaching & CFO CONSULTING can provide you the guidance and support you need to best manage, invest, and grow your money.
Are you an entrepreneurial couple?
This isn’t often spoken about, but did you know that there is a way to leverage your relationship for entrepreneurial success?
If you’re in a relationship where one or both of you are entrepreneurs, there is a lot that can be done to synch up business finances with personal finances, all while having a partnership with each other that feels inspiring, passionate, sexy, and fuels your creative and financial efforts.
