Connecting Business &
Personal Financial Planning

Fee-only financial planning and investment management services
without the conflicts of interest.

Financial Planner, Fractional CFO and Consultant

AS SEEN IN…

  • Truth & Transparency

    Demystifying and uncomplicating your finances so you focus on what really matters to you.

  • Retire on Your Terms

    Business owners have unique needs and goals. Learn how to use your business to fund your next chapter.

  • Make a Greater Impact.

    Your time is your most valuable asset. We leverage your current assets to get you to your goals.

OUR CLIENTS

  • WOMEN

    Women who want a listening ear and help navigating financial issues, including those affecting Divorcees and Widows.

  • BUSINESS OWNERS

    Busy owners who need advice that flexes with their business.

  • INDIVIDUALS & FAMILIES

    People who know the power of solid financial advice.

“The most difficult thing is the decision to act, the rest is merely tenacity.”

Amelia Earhart

OUR SERVICES

Join other business owners who are making an impact

Business and personal finance guidance exclusively for business owners

 

INSIGHTS

  • Instant Assessment for Small Business

    An instant assessment for business owners to gauge the financial health of their company

  • Ways to measure profit

    Here’s a little secret; there is more than one way to measure profit, and not everyone measures the same.

  • Inflation Confidence

    How to be confident with inflation all around us. Why inflation matters to you. What can you do about it? What not to do about it. Why you shouldn’t worry.