Meet your fractional cfo
I started Savvy Stewardship because I saw too many capable, hardworking business owners stuck in a cycle they couldn't seem to break: more revenue, more stress, less freedom.
They were making money but couldn't tell you if their services were actually profitable. They were working 60+ hour weeks but didn't know if they could afford to hire help. They had dreams of growth and impact, but their finances felt like a black box.
For the past 10 years, I've been helping service-based business owners—consulting firms, attorneys, marketing agencies, landscape companies—move from reactive survival mode to strategic leadership. Not through complicated financial jargon or cookie-cutter advice, but through clarity, coaching, and a financial strategy that actually aligns with their goals and values.
Something you should know is that I'm not a traditional numbers nerd. I'm a forward-thinking coach and financial strategist who helps you see what the numbers are really saying—and what to do about it. My clients describe me as "Dave Ramsey with grace": I'll challenge you, encourage you, and help you make wise decisions that move you toward your goals.
Finally, I believe we're stewards, not owners, of the resources God has entrusted to us, and that shapes everything I recommend. We don't over-leverage. We don't chase growth at all costs. We build businesses that are profitable, sustainable, and aligned with what truly matters.
Who I Serve
I work with seven figure service-based businesses who are ready to move from reactive to strategic.
What they have in common: they're growing but they know something's not working. They're ready to get serious about financial clarity and strategic leadership.
How I Work
This isn't a "set it and forget it" service. When you work with me, you get:
Monthly financial analysis and CFO reporting that breaks down what's really happening in your business.
Rolling 12-month projections and cash flow forecasts so you can plan ahead with confidence.
A monthly one-hour CFO call where we review your numbers, tackle challenges, and make decisions together.
A 30-minute monthly check-in to keep momentum and address anything urgent or tactical.
Annual budgeting and priority-setting aligned with your vision for the year ahead.
Quarterbacking with your bookkeeper and CPA so everyone's working from the same playbook.
I work remotely with clients nationwide, and I'm available to travel for in-person strategy sessions when it makes sense.
Most importantly, this is a partnership. I'm not here to just send you reports. I'm here to help you think, decide, and lead differently.
Investment
I require a 3-month initial commitment starting at $15,000. This covers the heavier lift of onboarding, building your financial infrastructure, and developing your strategic plan.
After that, investment starts at $5,000/month retainer for ongoing fractional CFO services.
This is an investment in clarity, strategy, and the leadership your business needs to break through to the next level. If you're ready, let's talk.