We understand both the numbers and the decisions behind them.
Dawn Financial Strategies was built on a simple idea: the same enterprise-level financial strategy that powers large companies should be available to the businesses and individuals who need it most, without the overhead of a full-time hire.
Clarity, structure, and confidence in every financial decision.
We act as your dedicated financial partner, one who understands both the numbers and the decisions behind them. You get CFO-caliber thinking, without the full-time cost.
Our model is fully remote and flexible, built around your needs. Whether you're a founder preparing for your next phase of growth or a professional navigating a major life decision, we bring the same rigor, structure, and strategic thinking to your finances.
Experience highlights
- West Point graduate and U.S. Army veteran
- Master's in Finance from McCombs (UT Austin)
- Corporate finance experience at Visa
- Deep FP&A, financial modeling, forecasting and budgeting
- Cash flow management and variance analysis
- Translating complex data into actionable strategy
A trusted partner who speaks plain English.
We don't just build models, we explain what they mean and what to do next. Every engagement ends with clear, actionable steps. Fully remote. Flexible engagements. Built around your needs.
For Businesses
Infrastructure, forecasting, and leadership that scales with growth.
For Individuals
Expert guidance on the decisions that matter most.
For Everyone
Plain-English insight from a partner invested in your success.
Let's start the conversation
Schedule a complimentary discovery call, no commitment required. We'll discuss where you are, where you want to go, and whether we're the right partner to help you get there.