Frequently Asked Questions (FAQs)

Think of us as your sounding board—helping you navigate decisions with clarity and confidence.

1. What services do you offer?

I provide CFO advisory services and holistic whole-person coaching, focusing on financial strategy, business transformation, and leadership development. My expertise includes fractional CFO services, M&A support, financial planning, and executive coaching tailored to professionals navigating business and personal growth.

2. How do your CFO services work?

I offer concierge CFO advisory, meaning I work closely with businesses on financial strategy, process optimization, tech stack revamps, cash flow management, and more. Services can be structured as project-based engagements, ongoing advisory, or fractional CFO support based on your needs.

3. What does holistic whole-person coaching include?

My coaching focuses on the whole individual—not just their professional role but also their identity as a parent, spouse, community member, and leader. I use a strengths-based approach to help clients develop resilience, clarity, and confidence in all aspects of life.

4. Who are your ideal clients?

I work with CEOs, CFOs, VPs, small business owners, and professionals on track to the C-suite who seek financial clarity, strategic growth, and personal transformation.

5. How do engagements typically work?

Each engagement is customized based on the client's needs. It can range from one-time strategic assessments to long-term CFO advisory or coaching partnerships. Engagements typically start with an initial consultation to understand objectives and tailor the approach.

6. What are your fees?

Pricing depends on the scope of services. I offer fixed-fee projects, retainer-based advisory, and hourly consulting options. A detailed fee structure will be provided as part of your proposal.

7. What industries do you specialize in?

I have extensive experience in healthcare, professional services, private equity-backed organizations, and growing businesses across various industries.

8. How do I get started?

The first step is to schedule a consultation. From there, we’ll discuss your needs and determine the best approach to help you achieve your goals.

9. What makes you different from other CFO advisors or coaches?

My approach combines financial acumen with a deep understanding of human dynamics. I don’t just provide numbers—I help businesses and professionals align strategy with personal and professional growth, ensuring long-term success.

10. How do I know if your services are right for me?

If you're looking for business and finance advisory, leadership coaching, or support in making key business and life decisions, my services can help. Let's connect and explore whether this is the right fit for you.