Built to flex around your business or life stage.
No two clients have the same needs, so we've built a range of working styles and budget levels. Every engagement starts with a complimentary discovery call.
Business packages
Starter
- Complete budget setup & reporting structure
- KPI dashboard design and configuration
- Team training & documentation for ongoing use
- One review call to walk through findings
Best for: Early-stage startups and small businesses running on spreadsheets and gut instinct, ready to put real financial infrastructure in place.
Get StartedGrowth
- Monthly financial reporting & analysis
- Rolling cash-flow forecasting
- One dedicated strategy call per month
- Ongoing guidance on key financial decisions
Best for: Growing businesses with $100K–$2M in revenue that need a consistent financial voice, without the cost of a full-time CFO.
Get StartedScale
- Embedded CFO, full financial leadership
- Advanced modeling & scenario planning
- Investor & board-ready reporting packages
- Two strategy calls per month + priority access
Best for: Scaling companies preparing for fundraising, board oversight, or operational complexity, who need a deeply engaged financial partner.
Get StartedFundraise Ready
- Institutional-grade financial model
- Revenue projections, assumptions & drivers
- Pitch deck financial slides
- Use of funds, runway & unit economics
Best for: Founders preparing for a seed, Series A, or strategic raise, who need financials that withstand investor scrutiny.
Get StartedCompared to a full-time CFO at $120K+/year, an engagement delivers the strategic oversight you need at a fraction of the cost, and scales with you as you grow.
Personal finance packages
Accessible, expert-level financial guidance for professionals and families at every stage of their journey.
Financial Clarity Session
- One-on-one financial assessment
- Priorities identified & ranked
- Clear, plain-English next steps
- Recommended path forward
Best for: Anyone who wants an expert read on where they stand and what to prioritize. The perfect starting point.
Get StartedFinancial Game Plan
- Budgeting & debt-management plan
- Savings goals & milestones
- Credit repair planning included
- A clear roadmap to your goals
Best for: Professionals and families who want a complete personal financial strategy and a roadmap to reach it.
Get StartedBig Decision Package
- Financial modeling for one decision
- Scenario & affordability analysis
- Risk & trade-off breakdown
- Confident, data-backed direction
Best for: A major life decision on the horizon, home purchase, career change, or business launch. Know the numbers before you commit.
Get StartedHow we can work together
One-Time Projects
A defined scope, clear deliverables, and a fixed timeline. Ideal for financial models, reporting setups, or pitch deck financials.
Monthly Retainers
Ongoing guidance on a predictable monthly schedule. Your financial partner is always on, available for questions, reviews, and proactive direction.
Session-Based
Focused, high-value sessions for specific questions or decisions. Perfect for individuals who need expert input without a long-term commitment.
All pricing reflects typical engagement ranges and is finalized after your discovery call, scoped to exactly what you need.
Move forward with confidence
Whether you're scaling a business or navigating a major life decision, we bring structure, clarity, and strategy to your finances. Start with a complimentary discovery call, no commitment required.