MARKETING LEADERSHIP THAT GIVES YOU BACK YOUR time & focus

You didn't build a business around numbers to spend your days managing content calendars and chasing down deliverables. But that's where a lot of brilliant finance professionals end up.

with me as your fractional cmo I step in to own the strategy, direct the execution, and make sure tactics and channels are moving the needle. So you can focus on the work that lights you up and only you can do.

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1:1 Marketing Consultation

brand
messaging &
marketing sprint

brand
messaging &
marketing intensive

fractional
cmo partnership
(strategy & oversight)

A woman sitting on a vintage brown sofa with striped pillows, working on a laptop, in a cozy living room with exposed brick walls, large framed sneakers art, a green vase lamp, a side table, and a coffee table with a bowl and magazine.

1:1 Marketing Consultation

297.00

you know something’s off in your marketing but can’t pin point what exactly.

on a focused 60-minute virtual consultation we will look under the hood to see where the disconnect is, and give you a clear set of steps to take. you’ll leave with a plan of action and get 14 days of follow-up support via Voxer or Slack.

Best for: Finance service proViders, fractional CFOs, tax strategists, wealth advisors, and money coaches who need clarity and a clear direction before committing to a bigger engagement.

GET UNSTUCK

Brand Messaging &
Marketing Sprint

2,970 One-Time Investment

gets your messaging and positioning locked in fast

I develop your ideal client avatar, your messaging and the positioning strategies that make you stand out from the rest. You walk away with the foundation and a clear direction to hand off to whoever you bring on for social media execution.

  • 1 × 90-min deep dive call

  • develop Ideal client avatar, brand positioning statement + Unique Value Proposition

  • 1-month marketing plan with content pillars

  • Voxer support M–F, 10am–5pm EST

Best for: Finance service proViders, bookkeepers, fractional CFOs, wealth advisors, tax strategists, and money coaches who want a focused sprint and prefer to implement on their own from there.

let's do it

Brand Messaging &
Marketing Intensive

2,500/month | 3-month Investment

gets your messaging and positioning locked in fast

includes everything in the sprint package, plus a 3-month content calendar with what to post mapped out week to week, a lead gen system we build together to fill your pipeline, and two additional strategy calls so we can course-correct as you go.

  • 1 × 90-min deep dive call (month 1)

  • Monthly strategy calls

  • Develop Ideal Client Avatar, Brand Positioning Statement + Unique Value Proposition

  • 3-month marketing plan with content pillars and content calendar

  • Lead gen system I help you build to fill your pipeline

  • Voxer support M–F, 10am–5pm EST

Best for: Finance service proViders, bookkeepers, fractional CFOs, wealth advisors, tax strategists, and money coaches who want a partner in their corner while they put the plan into practice.

let's do it
Person writing in a notebook with a pen on a white desk, with a laptop and smartphone nearby.

Fractional CMO Partnership

2,000/month | 6-month Investment

Your marketing doesn't need more activity. It needs leadership that thinks strategically.

I come in as your fractional CMO, own the strategy, and direct your team so there's no confusion on where we're headed. The result? We make resources go further and burn less budget and time on tactics that aren't working.

  • 1 × 90-min deep dive call (month 1)

  • Monthly strategy call

  • Develop Ideal Client Avatar, Brand Positioning Statement + Unique Value Proposition

  • Annual marketing plan with content pillars and content calendar mapped out week to week

  • Lead gen system I help you build to fill your pipeline

  • Voxer support M–F, 10am–5pm EST

Best for: Finance service proViders, bookkeepers, fractional CFOs, wealth advisors, tax strategists, and money coaches who are ready for a long-term strategic partner who stays in your business month to month — someone who knows your messaging and keeps your marketing moving forward as you grow.

partner with a frac. cmo
A woman with long brown hair, wearing a beige sweater, sitting at a wooden table, holding a black tablet, and laughing with a dark textured wall in the background.

Investment varies based on scope. Book a call and we'll figure out what makes sense for your needs.

Launch
Campaign Gameplan

to land a successful launch you need more than scattered content and a hope-for-the-best strategy.

A coaching or mentorship program, a book, an in-person retreat — no matter what you're bringing to market, your messaging and marketing when done right can do the heavy lifting and support your sales.

This is a focused 3-month engagement built around one launch, strategy-led and working alongside you from start to finish. No guessing, no spinning wheels, no scattered posting mid-campaign.

  • Virtual strategy session to map your campaign and offers

  • Messaging development and positioning for the launch

  • Oversight of content creation and campaign execution

  • Launch analytics and performance recommendations

Best for: Finance service proViders, bookkeepers, fractional CFOs, wealth advisors, tax strategists, and money coaches who have a launch on the horizon and need a marketing leader to build the strategy and make sure it lands with the right people.

LET'S LAUNCH THAT THING

READY TO STOP

throwing spaghetti at the wall?

Whether you need a quick clarity session, a winning launch plan, or ongoing marketing leadership, I partner with you to build a marketing ecosystem that drives growth without consuming you.

LET'S CHAT