Financial Strategy
your numbers, usable.
If your books are done but decisions still feel heavy, this is the missing layer — turning clear numbers into clarity you can actually use.
Sure, you *could* stare at reports.
You could open spreadsheets or run scenarios late at night. But most business owners don’t need more information — they need context.
You want to know what’s safe to spend, how today’s decisions affect next month or next season, and have someone steady to talk it through with — someone who can help you see what matters, what doesn’t, and where to focus.
That’s what this work is for: turning numbers into clarity, clarity into confident decisions, and giving you steady support as you plan what’s next.
WORK TOGETHER
LET's WORK TOGETHER
Strategy Sessions
Focused support to review your numbers and talk through a specific decision or season.
Cash Flow Planning
Clarity around what’s coming in, what’s going out, and what’s safe to spend.
VIP Strategy Day
A dedicated day to review your numbers and create a clear plan for what’s next.
You’re ready to…
Move from uncertainty to clarity.
You’re ready to understand what’s actually happening with your cash flow — not just look at reports, but use the information to guide real decisions. You want to know what’s safe to spend, what needs to wait, and how today’s choices connect to what’s coming next.
What if you didn’t have to carry every financial question alone? What if your money decisions felt grounded, intentional, and calm?
Starts at $250/session
Making a spending or timing decision
Planning for an upcoming season or shift
Talking through cash flow questions
Gaining clarity before a change or investment
Wanting to talk something through before committing
Strategy Sessions
Strategy Sessions are focused conversations designed to help you review your numbers, talk through a financial question, and leave with a clearer sense of what’s next. This is ideal when something feels heavy or uncertain and you want context before deciding.
Common reasons clients book Strategy Sessions:
Multi-session bundles available for those who want continued support: 3 sessions for $675 · 5 sessions for $1000.
“
Clarity doesn’t come from more data — it comes from understanding
what REALLY matters.
- STEPHANIE
Starts at $200
Strategic setup and chart of accounts structuring
Banking structure and allocation guidance
Platform syncing and integrations for revenue tracking
Clear review so you know how to use and maintain your systems
SYSTEMS SET Up & REVIEW
Scoped based on your business and existing tools. A custom quote will be provided prior to implementation.
Intentional financial systems make everything else easier. Systems Setup focuses on organizing and aligning your tools so your numbers are accurate, your workflows are clean, and your money systems support how your business actually operates.
This includes:
Starts at $750
Reviewing patterns across upcoming months
Mapping expected expenses and ongoing commitments
Planning for fluctuating or seasonal income
Clarifying what’s available now versus what needs to wait
Cash Flow Planning
Extended planning support and multi-session options are available for those who want continued visibility and guidance.
Clarity around what’s coming in, what’s going out, and what’s actually safe to spend. Cash Flow Planning helps you understand your money patterns, plan ahead, and make decisions with context instead of stress — mapping income, expenses, and timing so fewer things catch you off guard.
This support may include:
Thoughtful Financial Support, Without Pressure.
ABOUT THIS WORK
This is about clarity, not control. This work helps you understand your numbers well enough to make grounded decisions, plan ahead, and move forward with confidence — without pressure or rigid rules.
ABOUT YOU
You Want Clarity, Not More Noise.
You want to make thoughtful decisions and feel confident about how you’re handling money, even when things are changing. You’re looking for clarity and steady support — not noise or directives.
A done-with-you experience
+ Cash Flow Reset
+ Seasonal or Project Planning
+ Business Alignment Check-In
looking for something else?
+ Decision Support & Priorities
Strategy Day
“
Clarity happens when you slow down long enough to —
see what matters.
- STEPHANIE
LET’S DO THIS — CLEARLY.
Ready for calmer decisions?
If you’re ready to understand your cash flow and move forward with confidence, I’d love to hear what you’re navigating.
