I work with thoughtful, kind-hearted financial planners and other regulated professionals who care about doing right by their clients and want to build a sustainable business. My clients include financial planners, accountants, and other regulated professionals such as naturopaths and social workers, along with fractional executives such as CFOs.

Most are focused on serving their clients well and growing steadily, not on building a large online audience.

I tend to work with people who have complex lives and businesses (sometimes multiple businesses!). My clients are smart, curious, creative, committed, and often multi-passionate. They have a strong sense of responsibility to their people: family, clients, employees, and community. They care deeply about doing good work and want to benefit from the freedoms and flexibility that entrepreneurship affords them.

My clients typically come to me when they're a few years into their business and have some traction: solo service providers making around $100K or more in revenue, or teams making $250K+.

You may be a good fit if you:

• Want focused, individualized support as you navigate a new season of work, whether you’re refining what you have, starting something new, or entering a new level of taking yourself and your work “seriously”.

• Want to make meaningful progress this year but aren’t sure what to prioritize

• Want someone you can talk to about growing your business who’s not your partner, spouse, or therapist. They’re fantastic support, but sometimes their advice can confuse you or lead you astray (or you don’t want to overload them). You suspect a relationship dedicated to supporting your business health would be useful

• Want to grow your business in ways that feel authentic and effective, not just what you 'should' be doing

• Want to lead your own growth—actively shaping your business rather than feeling like it's happening to you

• Want a second opinion, regular check-ins, and someone who won’t just “yes man” you but will give you space to think and offer solutions (a blend of coaching and advising).

If this sounds like you, the next step is to book a free, no-obligation consultation so we can see if we’re a good fit.

My approach is collaborative—I'm neither a traditional coach (who primarily helps you surface your own answers) nor a traditional consultant (who tells you exactly what to do and often implements it for you).

Here's what our work together looks like:

You'll have space to think clearly through dedicated time, insightful questions, and active listening. And I'll tell you what I think—offering suggestions and pointing out paths forward based on my expertise and what I've learned about you and your business.

We end every call with practical next steps. No matter how complex the problem, there's always enough information to get to the next step. We work with what you have, not against it.

If anything feels out of my scope, I'll tell you, and where I can, point you to someone who can help. I’ll respect your lived experience and knowledge, and I’ll be generous about sharing mine through thoughtful, actionable advice.

Also! I’m a Qualified Associate Financial Planner (QAFP®) and I develop continuing education for the FP Canada Institute, so I understand the regulatory and professional context you work in.

I don’t have expertise in the following areas, although I can help you make high-level decisions about whether you should hire help in these areas and how to vet good-fit solutions when you do.

• Operations management, including setting up the planning systems that tell you what to do, when

• Accounting, bookkeeping, and tax planning

• Legal and regulatory compliance advice

• Tech and digital system setup

• Tactical-level digital marketing, including SEO, social media, affiliate marketing, and email marketing

• PR and media

• Deep work on self-belief, confidence, and perfectionism. While these topics surface in our work, meaningful change in these areas will be best facilitated by a trained/certified coach or therapist 

I’ll tell you when something is outside of my scope. Where I can, I’ll research it, bring in experts, or refer you to someone in my network of specialists.

I don’t work with:

• Very early-stage business owners—those still in the ideation phase or in their first 1-2 years—who aren't yet profitable and haven’t figured out the core service they enjoy. I work best with businesses that have some operating history and momentum, and who aren’t in a cash crunch. The exception is if you're a previous entrepreneur and this isn't your first business—you have a well of experience and self-understanding to draw on

• Businesses focused on rapid scaling or a fast exit. My skills best serve businesses operating with a long-term horizon

• Businesses where social media or ads are the main marketing channel. These are not my areas of interest or expertise, and the best practices can change rapidly enough that you deserve specialized support in these areas. I’m more of a generalist and business strategist, i.e. should you run ads in the first place and what should you consider when hiring an ads manager?

Overall, my skills and sensibilities best serve those who are driven yet patient, and keen to build something sustainable over time.