Where financial strategy meets inner work
Senior-level financial leadership and transformational coaching for business owners and individuals
Most financial challenges have a human explanation underneath the financial one.
After nearly a decade working with business owners on their finances, I keep encountering the same patterns: the cash flow problem that keeps returning, the pricing that never quite reflects the value being delivered, the strategic decision that keeps getting deferred.
The numbers tell only part of the story. The rest is the human behind it all.
I work at that intersection as a Fractional CFO with a deep coaching lens, building the financial structure and strategy businesses need, while creating space to examine the beliefs and patterns that shaped the financial picture in the first place.
Two ways to work together
Fractional CFO Services
Ongoing financial leadership for business owners who need senior-level strategy, modeling, visibility, and guidance.
The Financial Mirror
A single deep-dive session combining financial assessment and guided coaching for anyone ready to look honestly at their finances and what ultimately shaped them.
This Is a Fit If:
You're ready to look honestly at your finances and how they reveal what’s been holding you back
Profit matters to you, but not if it comes at the cost of your team or your values
You want real financial structure and guidance, not just reports
You're open to being challenged because that's where real clarity comes from
This Is Not a Fit If:
You’re looking for basic bookkeeping only
You believe maximizing profit justifies any decision, regardless of the moral cost
You want surface-level answers without examining what's underneath
You want someone who will simply agree with you rather than challenge your thinking
A Recent Engagement
A $6M medical practice was growing steadily but cash felt unpredictable.
Debt had become a crutch, and looking at the numbers felt too confronting, so they did what many founders do: work harder and hope the financial picture sorts itself out. It only led to burnout on top of the constant cash crunch stress.
They had bookkeeping and reporting, but no one in the room to tell them that the business existed beyond them — that it was an enterprise with its own value to tend to. They needed to step into the role of true business owners, not just practitioners within their own practice.
Without that shift, the cash flow model, the margin tracking, and the scenario planning we built together would just be tools sitting unused.
Within weeks:
Leadership could project cash 6–9 months forward
Hiring decisions were tied to real capacity
Financial conversations shifted from reactive to strategic
Anxiety around payroll and runway eased
They didn't need more growth. They needed structure, discipline, and accountability.
That's the difference financial strategy and deep coaching combined can make.
Ready to explore?
Whether you need ongoing financial leadership or want to start with a single deep-dive session, let's find the right fit.