I cut my teeth working with families to improve their financial situations - planning to pay down debt, use their money better, and more. Over and over I'd run into people who got into bad situations because they didn't have access to a professional who could help them understand the jargon in contracts and the way financial products they were using actually worked.
Solving that problem became a passion for me, first for individuals and later for businesses when I started my advisory business.
As a business owner, you've probably encountered accountants and CPAs who don't seem to speak a language you understand, with talk about ratios, accounts, and weird acronyms. And you've probably encountered coaches and gurus who will bury you in hustle culture - sell more, believe harder, sacrifice anything/everything for your goals.
Neither of those approaches helps you actually understand both the reality of your situation and *what you can do about it*.
What I discovered that I'm great at is bridging the gap between those two extremes. I take my clients' numbers, put them in context of their personal and business goals, and help them develop clear actions to take to achieve real, lasting progress toward those goals.
Hate jargon and arcane math? I can help. Want something more substantive and holistic than "make more sales"? I can help.
Just want to find out what the possibilities are? Let's chat.