SERVICES
Coaching
Coaching is one of the ways I put my experience in finance, startups, research, and organizational psychology to work for you.
Our work can focus on Founder Capital Journey coaching, executive coaching, or a combination of both: shaped around your goals and the challenges you are navigating.
Through the CFO lens, I help founders, executives, and senior leaders work through the financial and human dimensions of fundraising, strategy, growth, leadership, and organizational change: turning complexity into clarity and practical action.
WHAT WE WORK ON
FINANCIAL
LEADERSHIP
Build confidence in financial conversations and decision-making.
STRATEGIC
PRIORITIES
Focus resources where they create the greatest impact.
GROWTH
DECISIONS
Evaluate opportunities through a financial and strategic lens.
RESOURCE
ALLOCATION
Make better decisions about people, budgets, and investments.
WHAT WE WORK ON
ENGAGEMENT STRUCTURE
WHAT WE WORK ON
1. DISCOVERY CALL
A conversation to explore your current situation and determine whether we're a good fit.
2. DEFINE YOUR FOCUS
Together, we identify the priorities, opportunities, and challenges that will create the greatest impact.
3. APPLY THE
CFO LENS
We work through decisions using a framework that combines finance, strategy, and leadership.
4. BUILD
MOMENTUM
Develop practical actions, stronger confidence, and sustainable progress over time.
THE CFO LENS
FOUNDATIONS
A structured six-session coaching journey.
Foundations is designed for founders, business owners, and professionals who want to strengthen their financial confidence and develop a practical framework for making better business decisions. Together, we build the mindset, tools, and habits that create lasting clarity and confidence.
IDEAL FOR:
Founders and entrepreneurs
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Business owners
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Professionals moving into leadership
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Individuals seeking greater financial confidence
WHAT YOU'LL GAIN:
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A structured six-session coaching program
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The CFO Lens decision-making framework
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Financial confidence for everyday decisions
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Strategic thinking tools
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Practical actions you can apply immediately
THE CFO LENS
PARTNERSHIP
Ongoing strategic support for growing businesses.
The Partnership is a monthly or bi-weekly advisory engagement for founders and leadership teams who value having a trusted strategic partner. Together, we work through financial, strategic, and leadership decisions as your business evolves.
IDEAL FOR:
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Growing companies
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Founder-led businesses
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Leadership teams
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Organizations navigating change or growth
WHAT YOU'LL GAIN:
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Monthly or bi-weekly coaching sessions
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Strategic financial perspective
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Accountability and decision support
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Leadership sparring and business planning
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A trusted advisor who grows with your business
THE CFO LENS
EXECUTIVE COACHING
Confidential coaching for leaders with complex decisions.
Executive coaching is a premium one-to-one engagement for executives, founders, and senior leaders facing high-stakes decisions. It provides a confidential space to think strategically, strengthen leadership, and navigate complexity with clarity and confidence.
IDEAL FOR:
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CEOs and founders
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Executives
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Senior leaders
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Board members
WHAT YOU'LL GAIN:
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Private executive advisory
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Strategic and financial leadership coaching
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Support for high-impact decisions
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Greater clarity under pressure
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A trusted thought partner
LET'S WORK TOGETHER
Interested in coaching, strategic sparring, or a workshop for your team or organization?