Most financial advisors talk about numbers. I talk about clarity, systems, and alignment—because profit without purpose is pointless, and purpose without profit is unsustainable.

As a strategic fractional CFO and profit coach, I don’t just bring spreadsheets and strategy. I bring structure, stillness, and systems built to support the way you work best.

I’ve taken the same assessments I guide my clients through—because knowing how you’re wired is essential to building a business that works for you, not the other way around.

🔷 Kolbe Index: 4-7-5-4

Your business is messy. I bring clarity.

• I’m built to turn chaos into structure. With a 7 in Follow Thru, I naturally create simple, scalable financial systems.
• I gather just enough data to take smart action—no analysis paralysis.
• I balance innovation with stability—so we move quickly and wisely.

🔷 Working Genius: Wonder + Tenacity

You want to grow. I find what’s missing—and finish what matters.

• I ask the big questions: Where are the profit leaks? What’s draining your energy?
• I implement solutions and ensure follow-through.
• My genius pairing—The Careful Implementer—means I execute what moves the needle.

🔷 DISC & Enneagram: High Standards + Real Challenge

You’re tired of vague advice. I bring precision and accountability.

• I drive results (High D) while holding firm to financial integrity (High C).
• As a Reformer (1) with Leader (8) and Thinker (5) influences, I help you make aligned, high-impact decisions.
• I’ll challenge your assumptions—and back it with clarity.

🔷 Myers-Briggs: INTJ (with slight E)

You’re stuck in the weeds. I elevate the strategy.

• I bring long-range financial thinking and practical action to help you scale with intention.
• I spot broken systems before they break you—and rewire them for clarity and profit.
• My slight E lets me translate complexity in ways that land with owners and operators alike.

🔷 Culture Index: The Philosopher

You’ve got noise. I bring grounded strategy.

• I don’t coach for applause—I coach for clarity.
• This profile reflects deep thought, independence, and calm execution.
• I’m ideal for owners who want to simplify, grow, and scale with focus.

What This Means for You

When you work with me, you don’t just get a financial strategist.

• You get a profit-first advisor who helps you build wealth intentionally.
• You get a systems thinker who simplifies complexity.
• You get a grounded partner who helps you scale what works—and eliminate what doesn’t.

I help business owners reclaim clarity, create consistent profit, and stop overworking for underwhelming results.

Ready to finally feel in control of your business and your finances?

Let’s Get Started!