Clear packages, with pricing you can actually see.
Choose the package that fits where you are, for your personal finances or your business. Here's exactly what everything costs, no guessing and no sales games. Every engagement still starts with a complimentary discovery call.
Personal financial strategy
The same rigor and structure used in the boardroom, applied to your personal finances, whether you're getting clarity, building a complete plan, or preparing for your next career move.
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.
Book a Discovery CallPersonal Finance Game Plan
- Personal finance strategy: budgeting, cash flow & savings
- Debt paydown & credit repair planning
- Major-decision planning: home, career, or business
- A clear roadmap to your goals
Best for: Individuals and families who want the complete plan built once, from credit to major decisions, plus a clear roadmap to follow on their own.
Book a Discovery CallGame Plan + Monthly Support
- The complete Personal Finance Game Plan
- Monthly check-ins to keep you on track
- Adjustments as your goals and life change
- Priority access between sessions
Best for: People who want the complete plan and ongoing support, not a one-time handoff, with someone checking in every month.
Book a Discovery CallResume & Interview Preparation
- Resume review & feedback
- Job-search strategy
- Interview preparation
- Offer evaluation
Best for: Professionals navigating a job search or career pivot who want structure and confidence at every step.
Book a Discovery CallFinancial leadership that scales with you
From a one-time foundation build to ongoing fractional CFO leadership and fundraise prep, choose the level of support your stage calls for.
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.
Book a Discovery CallGrowth
- 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.
Book a Discovery CallScale / Fractional CFO
- 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.
Book a Discovery CallFundraise 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.
Book a Discovery CallPitch Deck Financials
- Investor-ready financial slides
- Revenue models & assumptions
- Use of funds breakdown
- Key metrics & milestones
Best for: Founders building or refining a raise who need the financial slides investors stress-test first.
Book a Discovery CallCompared 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.
How 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.
Every price is flat and transparent, so you know exactly what you're getting before you start. These are our current rates and may be updated over time as availability fills up.
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.