Our Services

YOUR FIRST STEP. NO COST. NO PRESSURE. NO JARGON.

Not sure where to start? Start here.

This is a real conversation — not a sales pitch. In 30 minutes, we’ll look at where you are financially, identify what’s keeping you stuck or unclear, and map out one or two moves that could change everything. I’ll answer your questions honestly, and if we’re a good fit to work together, we’ll talk about what that looks like. No obligation either way.

WHAT’S INCLUDED:

+ 30-minute private video or phone call

+ Honest assessment of your current financial situation

+ 1-2 actionable next steps you can take immediately

+ Zero pressure — this call is genuinely just for you

+ My full attention and 20+ years of financial insight

ONE FOCUSED HOUR, REAL ANSWERS, CLEAR NEXT STEPS.

For the woman who has one big question — and needs the right answer.

Sometimes you don’t need an ongoing coach. You need one clear, focused conversation with someone who knows their stuff. Whether it’s a tax question, a business decision ,a divorce document you need help understanding, or a personal finance move you’re unsure about — bring it. We’ll dig in together and you’ll leave with clarity and a path forward.

WHAT’S INCLUDED:

+ 60-minute private session (video or phone)

+ Pre-session intake form so we make the most of our time

+ Focused on your specific question or challenge

+ Session notes + action steps sent within 24 hours

+ Available as a one-time session or add-on to any package

EXPERT- LEVEL FINANCIAL OVERSIGHT - WITHOUT THE FULL- TIME PRICE TAG.

Your business deserves a real financial expert in its corner. Here I am.

You built the business. You shouldn’t have to become a full-time accountant too. As your fractional controller, I step in as your behind-the-scenes financial expert — keeping your books clean, your reports accurate, your taxes strategic, and your numbers telling the right story. Whether you’re a solo entrepreneur who needs personal and business finances untangled, or a growing company that needs real oversight without a full-time hire, this is built for you.

WHAT’S INCLUDED:

+ Monthly bookkeeping and account reconciliation

+ Profit & Loss, cash flow, and balance sheet preparation

+ Personal and business finance separation and strategy

+ Tax planning coordination with your CPA or tax preparer

+ Investment property and real estate accounting support

+ Monthly financial review call (30-60 min)

+ Ad hoc financial questions and advisory support

+ Custom scope available — we build the package around your needs

For women who are ready to commit to a full transformation. Packages include everything in the monthly retainer, plus deeper goal-setting, financial planning, and a structured roadmap built specifically for you.

Best for: getting unstuck, launching a business, or rebuilding after a major life change.

WHAT’S INCLUDED:

+ 6 x 60-minute private sessions

+ Full financial assessment at the start

+ Personalized 90-day money roadmap

+ Async support throughout

+ Session recordings + notes

+ Priority booking

For women who need financial clarity and support through one of life’s hardest chapters.

I have sat exactly where you are. I know how to help you fight for what is yours.

Divorce is not just an emotional battle — it is a financial one. And most women walk into it without the tools, the knowledge, or the support they need to protect themselves. I built this package because I lived it. I organized my own financials, built my own case, and came out the other side. Now I help other women do the same. This is not legal advice — it is financial clarity, organization, and coaching from someone who has been in that courtroom.

WHAT’S INCLUDED:

+ Initial 90-minute deep-dive financial assessment session

+ Full organization of marital assets, accounts, and liabilities

+ Financial narrative document — your story told in numbers

+ 3 x 60-minute coaching sessions (strategy + emotional support)

+ Guidance on what questions to ask your lawyer

+ Review of settlement documents for financial clarity

+ Post-settlement ‘What Now’ session — rebuilding your financial life

+ Email support throughout the process