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
An expert read on where you stand and what to prioritize. The perfect starting point.
- 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
Start with a discovery call. We build your complete financial plan over the next 2–3 weeks, then walk through it together on a 1-hour strategy call.
- 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
Everything in the Game Plan, plus monthly check-ins to keep you on track and adjust as life changes. The plan, and a partner in your corner every month.
- 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
Start with a discovery call. About a week later, two 30-minute sessions: one deep dive on your resume, one mock interview and interview prep.
- In-depth resume review & rewrite guidance
- Mock interview with real-time feedback
- Job-search strategy & positioning
- 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
Real financial infrastructure, budget setup, reporting structure, and a KPI dashboard your team can actually use.
- 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
A consistent financial voice, monthly reporting, rolling forecasts, and a dedicated strategy call every month.
- 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 financial leadership for scaling companies preparing for fundraising, board oversight, or operational complexity.
- 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
Investor-grade financials that withstand scrutiny, model, projections, assumptions, and pitch-deck slides.
- 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
The financial story investors stress-test first, modeled, documented, and presentation-ready.
- 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 CallEvery engagement is a flat rate you agree to up front, priced to the scope of the work rather than to a full-time salary, and it 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.