Stop Guessing. Start Knowing.
The Business Financial Health Blueprint gives you a clear, expert diagnosis of your business finances—plus 2-3 high-impact actions you can take immediately.
Most clients identify opportunities worth 10–20% of annual revenue — in a single 45-minute session.
What You Get
What happens on the call:
- I walk you through what I found in your financials
- We dig into your specific questions and priorities
- You get 2–3 clear, high-impact recommendations you can act on immediately
What you receive within 48 hours after the call:
- Your Nine Lives Scorecard — a 1-page summary of findings and priorities
- A financial template chosen specifically for your situation, ready to implement
- Engagement options if you'd like to continue working together
This isn't generic advice. If you're underpricing your services, I'll show you by how much. If a client type is quietly draining your margins, you'll know which one—and what to change.
Who This Is For
You're a service-based business owner making financial decisions without clear data. Maybe you're:
If any of that sounds familiar, this is for you.
How It Works
Complete the Intake Form
Share key details about your business (takes ~10 minutes)
Secure Your Spot
$449 payment confirms your Blueprint session
Book Your Call
We meet for a 45-minute diagnostic session where I walk you through my findings and recommendations
Get Your Deliverables
Within 48 hours, you receive your Nine Lives Scorecard, a relevant financial template, and engagement options
The Credit Mechanic
Start any Strategic FP&A engagement within 14 days, and your $449 Blueprint fee is credited toward the project. Think of it as a down payment on clarity.
Ready to Get Clarity?
Complete the intake form to get started. Takes about 10 minutes.