Your business needs a CFO.
Now it can have one.

Fractional CFO and Financial Advisory
For Small Business Owners and High-Income Professionals.

Strategic Guidance  ·  Fixed Pricing  ·  No Full-Time Hire Required.

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Business Owners

  • Your revenue has grown. Your financial systems haven't.
  • Cash flow still surprises you.
  • You make big decisions without real financial visibility.

High-Income Professionals

  • You earn well. You haven't built a deliberate plan around it.
  • Your savings rate doesn't reflect your income.
  • You don't know if you're on track for retirement.

Monthly Advisory Retainers

CFO Advisory

For Business Owners

$2,500 / month

Monthly financial review, cash flow oversight, KPI tracking, and strategic advisory. Your numbers, interpreted and acted on every month.

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Wealth Advisory

For Individuals

$500 / month

Monthly financial guidance covering income strategy, savings, investments, and tax planning. Fee-only. No products, no commissions.

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Not ready for a retainer?

One-Time Project

Financial Assessment

$1,500

A structured review of your financial position — business or personal. Written findings and a clear 90-day action plan. The starting point for most clients.

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All engagements begin with a free 20-minute discovery call.

Book a Discovery Call
01

Discovery Call

A free 20-minute conversation to understand your situation and your goals.

02

Tailored Proposal

You receive a clear scope of work with defined deliverables and fixed pricing.

03

Financial Clarity

Financial clarity and better decisions within the first 30 days.

The first step is a free 20-minute discovery call. No obligation.

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