Our Services
Non-Profit Institutions
Board & Leadership Support: Equip leadership with the tools to make informed, financial strategic decisions.
Financial Planning: Build long-term financial health through scenario planning and sustainability modeling.
Budgeting Strategy: Create dynamic, mission-aligned budgets that support growth and accountability.
Operational Strategy: Align programs, staffing, and systems with your mission and goals.
Program & Mission Alignment: Ensure financial and operational plans directly support your impact objectives.
Emerging Companies
Foundational Financial Strategy: Build a solid financial foundation from day one.
Runway & Burn Rate Planning: Understand how long your cash will last and how to extend it.
Pitch-Ready Financials: Create investor-friendly models and projections that tell your story.
Fundraising Support: Strategize target raise amounts, use of funds, and investor outreach.
Founder-Centric Advice: Clear, actionable guidance without finance jargon.
Personal Financial Review
Comprehensive Financial Snapshot: Get a clear overview of income, expenses, assets, and debts.
Net Worth Analysis: Track your net worth and understand what’s driving growth or decline.
Spending & Saving Review: Identify trends, habits, and opportunities for improvement.
Debt Assessment: Evaluate your current debt load and strategies for repayment.
Goal Alignment: See how your financial position aligns with your goals like retirement, buying a home, or education.