Business Finance Strategy and Growth Coaching for Entrepreneurs and Small Business Owners

Business Finance Strategy and Growth Coaching for Entrepreneurs and Small Business Owners
Peace of Mind
Clear financial systems that take away stress and give you confidence in making business decisions every day.
Growth Systems
Proven methods to help you keep more of what you earn, reinvest wisely, and steadily scale your business.
Legacy Readiness
Step-by-step support to build lasting financial security, so you can plan your exit on your own terms.
Ready to get started?

I started my journey in finance over 20 years ago in banking, risk and compliance, and serving multi-million dollar high net worth clients. With the exposure and knowledge I acquired, my passion for serving others evolved. I am on a mission to help independent contractors, entreprenuers and small business owners with practical financial concepts, take control of their money and secure their financial future while using profitable systems.
Ever since, I’ve been able to support leaders in reaching their financial goals, including some cool accomplishments like:
5A Method – Simplify money.
Financial Journal – Stay on track.
Secure CEO Collective – Clarity & Business Growth Coaching
Assess
Take an honest look at your current financial situation (income, expenses, habits, and systems).
Analyze
Identify what’s working, what’s not, and where money is slipping through the cracks.
Align
Match your financial actions with your business and personal goals.
Act
Put practical systems in place (like tracking tools, budgets, and retirement planning).
Accountability
Join a community to stay accountable. Monitor and keep building on your progress, adjust as you grow, and set up for long-term security.

Spending hours managing money without a clear system.
Unsure if your hard work is actually building long-term security.
Frustrated by financial jargon and advice that doesn’t fit your business.

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