Financial Strategy Services
Financial strategy is delivered at different levels depending on what you need: direction, structure, or ongoing support.
​
Each service is designed to help you organize how your money is structured, understand how it is used, and how decisions are made over time.
​
Services are available for both business and personal finances.
​
When you're ready, get started by booking a call.
Business Financial Services
For women building or running businesses who need structure behind how money is managed and decisions are made.
1
Business Strategy Session
One-time session focused on clarity and direction
​
This session is designed to assess your business finances and identify what needs attention.
We review how your revenue, expenses, and cash flow are currently structured and identify gaps, risks, or areas that need to be organized.
​
You leave with a clear understanding of your financial position and what should happen next.
​
Includes:
-
Review of income, expenses, and cash flow
-
Identification of structural gaps
-
Clear next-step recommendations
Price: $250
Duration: 60 minutes
2
Business Ongoing Strategy
Structured support to build and manage your financial system
​
This is where the core work happens. We build out your financial structure, implement tools, and create a system that allows you to track, manage, and use your business finances consistently.
​
This includes ongoing support as your business evolves.
​
Includes:
-
Financial system setup (income, expenses, cash flow)
-
Ongoing review and refinement
-
Support with financial organization and decision-making
Price: Starting at $600/month
Commitment: 3-month minimum
3
Business Advisory
Ongoing decision support
​
This service is for businesses that already have a structure in place but need support making financial decisions.
The focus is on reviewing performance, evaluating decisions, and planning next steps.
​
Includes:
-
Financial review
-
Decision support
-
Ongoing planning
Price: Starting at $1,000/month
Commitment: 3 months
Personal Financial Services
For women building or running businesses who need structure behind how money is managed and decisions are made.
1
Personal Strategy Session
One-time session focused on direction
​
This session reviews how your personal finances are currently set up. We look at income, expenses, and priorities to identify what needs to be organized.
​
You leave with a clear next step based on your situation.
Includes:
-
Review of financial structure
-
Identification of issues or gaps
-
Defined next steps
Price: $200
Duration: 60 minutes
2
Personal Ongoing Strategy
Organize and manage your finances over time
​
This service focuses on building a system for how your money is managed day to day.
​
We organize how income is used, decisions are made, and how your financial responsibilities are handed.
​
Includes:
-
Personal financial system setup
-
Ongoing support
-
Financial organization
Price: Starting at $400/month
Commitment: 3 months
3
Personal Intensive
Short-term financial reset
​
This is a focused engagement designed to organize your finances over a defined period.
​
Best for situations where things feel unstructured or need to be reset quickly.
​
Includes:
-
Full review of financial setup
-
System organization
-
Action plan
Price: Starting at $750
Duration: 4-6 weeks