CFO Diagnostic Meeting

Service Description

This session is designed for founders who are facing a financial or operational problem and need expert clarity fast. You may be experiencing cash flow strain, confusing accounting data, unexpected tax exposure, messy systems, or growth pressure that does not feel structurally supported. During this diagnostic, I conduct a focused assessment of your financial ecosystem and decision patterns, identify the true source of instability, and outline the specific corrections that will bring your business back into alignment. My approach integrates practical financial analysis with energetic and behavioral awareness, because most recurring business problems are not technical. They are systemic and capacity-based. Together we identify what is working, what is misaligned, and what must shift now to stabilize your momentum. You will leave this session with grounded clarity, corrective priorities, and a clear leadership orientation for your next phase, without guesswork or overwhelm. What You Receive: - Targeted review of your financial and operational landscape - Identification of core breakdown points rather than surface symptoms - Clear corrective actions and implementation priorities - Risk awareness and decision-making guidance - Optional recommendation for deeper stabilization support, only if warranted Investment: $550 for a 90 to 120 minute session Includes a brief written summary and short post-session follow up