Fractional CFO & Financial Advisory

Financial planning for businesses and
high-income professionals.

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

Business Leaders

  • 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.

For Businesses

Fractional CFO

$5,000 one time

Review of financials, KPI snapshot,
budget framework, cash flow forecast,
and a 90-day action plan.

Retainer available  ·  $1,000/month
3-month minimum

For Individuals

Financial Planning

$2,500 one time

Budget, investment, savings, and retirement plan.

Retainer available  ·  $250/month
3-month minimum

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.

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.

Book a Discovery Call