Clear pricing, built to flex around your business or life stage.
Engage an individual service à la carte or choose a bundled package below. Every engagement starts with a complimentary discovery call, and final pricing is scoped to exactly what you need.
Prefer to start with one service?
Each service can be engaged on its own and scoped to your situation. Individual services are priced after your discovery call so you only pay for what you actually need. The bundled packages below combine related services at a set range and the best overall value.
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 revenue up to $2M 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 individuals 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: Individuals 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.