Financial Clarity Consultation

Starting at

$

175

About this service

Summary

I help founders and small businesses cut through financial chaos and make clear, data-driven decisions. With 8+ years in FP&A and GTM strategy at Google, Flexport, and high-growth startups, I translate complex numbers into actionable insights. Book a consultation to get clarity, direction, and a roadmap for your next big move.

What's included

  • Custom Action Plan (1-2 Pages)

    Deliverables     •    30 or 60-minute video consultation     •    Discussion of your financial challenges (forecasting, fundraising prep, cash flow, KPI setup, or strategy)     •    Immediate recommendations + action plan     •    Follow-up summary notes with key takeaways ⸻ Process     1.    You book a session (30 or 60 min).     2.    You share your key questions or documents in advance.     3.    We dive into your top priorities in the call.     4.    I provide tailored insights + frameworks.     5.    You get a clear action plan to move forward.


Duration

1 week

Skills and tools

Business Analyst

Business Consultant

Business Strategist

Google Analytics

Google Analytics

Microsoft Excel

Microsoft Excel

Microsoft Power BI

Microsoft Power BI

Microsoft PowerPoint

Microsoft PowerPoint

Tableau

Tableau