I help you turn financial complexity into clear, actionable strategies through personalized 1:1 guidance—so you can build a roadmap for sustainable success.
For self-starters who want clarity and a quick action plan.
Price:
$750
what's included:
Pre-work aimed to uncover the work that truly lights you up
90- minute strategy session where we strategize the type of work you will offer, your LinkedIn positioning and operational next steps.
Session recap + personalized next steps delivered after each meeting
2-weeks post meeting virtual support—to ensure you are crystal clear on how to move forward.
This service is perfect for those that want accountability and ongoing support as you build your business
Price:
$3,000
what's included:
Six 60-minute sessions over 8–10 weeks
Together we’ll:
Refine your direction
Create your marketing foundation
Build your website
Set up systems
Map out initial client outreach
Light support between sessions so you don't lose momentum
No. 01
Whether you’re looking for a one-time strategy call or ongoing accountability, these sessions are built to meet you where you are. We'll focus on your biggest financial questions—whether it's understanding your numbers, setting financial goals, planning for growth, or just making sense of what’s working (and what’s not).
You choose the cadence—monthly, quarterly, or as needed. Each session is tailored to your current priorities and backed by a pre-call questionnaire to make sure we’re maximizing every minute. Think of this as your dedicated time to step out of the weeds, reflect, recalibrate, and move forward with clarity.
what's included:
60-minute 1:1 Zoom session tailored to your business needs
Pre-session questionnaire so we come into the call focused and ready
Session recap + personalized next steps delivered after each meeting
Flexible scheduling—use your sessions on your terms
Bundles of 1, 3, or 6 sessions available to support your evolving business journey
Who It's For:
Product-based entrepreneurs who want help setting and staying accountable to financial goals
Founders who crave a consistent check-in to stay on track with their numbers
Business owners navigating growth, pricing changes, or big decisions
Anyone who wants expert financial support without committing to a monthly service package
Starting Price:
$400 per session
No. 02
This 1:1 service is designed for product-based entrepreneurs who already have a bookkeeper but need strategic financial insight and ongoing accountability. It provides you with a tailored financial roadmap and hands-on guidance to ensure your cash flow is optimized, inventory decisions are smart, and every strategic move propels your business toward sustainable growth.
what's included:
Customized Financial Forecast: We begin by working closely with you to craft a personalized 12-month financial forecast that outlines your revenue goals, cash flow needs, and growth opportunities.
Monthly Progress Reports: Receive regular, detailed reports that track your financial performance and progress toward your strategic goals, keeping you informed and agile in your decision-making.
Monthly Strategy Calls: Engage in 60-minute review sessions to analyze actual performance, update forecasts, and fine-tune your growth plan.
Ongoing Support: Enjoy continuous email support for quick financial strategy insights and ad hoc analysis as needed.
Additional Analysis: Access to ad hoc strategy sessions at a reduced hourly rate.
Who It's For:
This service is ideal for product-based entrepreneurs who have a bookkeeper managing their day-to-day transactions but need expert guidance to make informed, strategic financial decisions that support their growth ambitions.
Starting Price:
One-Time Setup Fee: $3,000
+ Monthly Fee: $1,200-$2,500/month
No. 03
Not quite ready for ongoing financial strategy sessions but need a clear roadmap for where your business is headed? This one-time service is designed for product-based entrepreneurs who want expert guidance in mapping out their next 12 months of revenue, expenses, and cash flow—without committing to monthly support. Whether you're pre-revenue and planning your first year in business or already generating sales but need clarity on where you're headed, this customized financial forecast will give you the numbers-based confidence to make smart decisions.
what's included:
90-Minute Strategy Session – A deep dive into your business model, pricing, and growth goals to build an aligned forecast
Custom 12-Month Financial Forecast – A fully built, tailored projection of your revenue, expenses, cash flow, and profitability
Scenario Planning – Explore different financial outcomes based on sales, inventory purchases, and investments
Break-Even Analysis – Know exactly how much you need to sell to cover costs and start turning a profit
Final Walkthrough & Q&A – A follow-up session to review your forecast, answer questions, and ensure you feel confident in your numbers
Who It's For:
Pre-revenue entrepreneurs who want a financial roadmap before launching their business
Product-based business owners who need to understand their projected cash flow before making big decisions
Entrepreneurs on a budget who aren’t ready for ongoing strategy sessions but want expert guidance on their numbers
Anyone feeling uncertain about their financial future and needing a structured plan to scale sustainably
Starting Price:
One-Time Strategy & Forecast: $2,000
Need ongoing support? Upgrade anytime to my Guided Financial Strategy & Accountability service, where we’ll track your numbers, refine your strategy, and keep your business financially on course. If you decide to upgrade within 60 days, your initial forecast investment is credited toward the full program.