You’re not just after traditional advice, you’re looking for high level financial expertise that’ll accelerate your business into unprecedented growth and profitability.
This is more than a Q&A session. We analyze the number and go deeper into the data than you ever have. You leave with a strategic plan of action that will act as your roadmap to your goals.
Our Financial Intensive offers massive clarity and guidance. In two to three hours, you get a game-changing strategy and tailored financial plan.
We go beyond the numbers, offering actionable steps and strategic wisdom to elevate your business. If you crave a financial expert who serves not just as a calculator but as a strategic ally, then this service is for you.
get a 7-figure strategy that's tailored to your business goals
We formulate personalized growth strategies by evaluating your industry, business model, and future goals. We discuss and provide you with strategic initiatives for growing and expanding your business over the next 12-18 months.
We'll assess and enhance your financial systems and processes, ensuring they're streamlined and efficient. We focus on optimizing these crucial elements to boost your business's financial health and operational effectiveness.
We'll conduct a thorough analysis of your profit margins to create a customized pricing strategy that ensures both competitiveness and profitability. Our focus is on designing an offer suite that aligns with your market position and financial goals.
We'll explore your current money management routines and develop customized action plans to optimize how you track and organize your finances. We'll provide you with best practices and strategic budgeting recommendations to enhance your financial control and efficiency.
We'll focus on structuring your payroll effectively, ensuring fair and strategic compensation for both you and your team members. We'll dive into creating compensation plans that align with your business objectives and support staff motivation and retention.
For the visionary seeking financial clarity and strategic guidance. You're probably feeling stuck, experiencing a complex issue, and/or ready to go into the next phase of growth but unsure how.
Clients tend to book this prior to a big campaign, before making a large investment, when preparing to sell, or needing an expert opinion on their numbers.
An Intensive is your gateway into the big leagues. This isn't about spoon-feeding you generic advice; it's about providing a plan for growth and outlining the necessary steps to get you there.
After assessing your numbers, we identify the gaps + profit leaks that are holding you back from your multiple 7-figure goals. With our strategies, clients tend to see an ROI of 3-5x their investment within just months. We're not in the business of playing it safe, we're here to make you an industry leader.
Onboarding Call [via Zoom]
Business Assessment + Analysis
2-Hour Strategy Call [via Zoom]
+ VIP: Additional Hour
10+ Page Financial Strategy + Execution Plan
5-Day Access to Follow Up w/ Questions
+ VIP: 90-Day Budget
+ VIP: 30-Day Follow Up Call
With a proven track record at prestigious companies such as SIENTRA, Ralph Lauren, and Kraft Foods, Chantel has demonstrated her ability to partner with business leaders to provide essential information for decision-making, including forecasting, budgeting, and analysis. Her expertise is further solidified by her proficiency in advanced financial tools and technologies, coupled with her strategic involvement in mergers, acquisitions, and system implementations.
Chantel’s approach goes beyond numbers; she thrives on collaborating with diverse teams to drive business success, leveraging her financial insights to support operations and foster improvements. Her personal interests in health and wellness, alongside her professional achievements, make her a holistic and authoritative figure in our team, poised to lead and inspire with a balanced perspective on finance and life.
With over half a decade of experience in managing the finances for Fortune 500 companies, Shay's passion and expertise lies in fueling the success of multi seven to eight-figure brands led by remarkable women. Shay personally oversees every client to ensure you are getting strategic advisory and sophisticated support every step of the way.
Shay brings a wealth of knowledge and a proven track record to every client she serves. She understands the intricacies of financial management and is committed to delivering unparalleled results time and time again. Shay personally oversees every client to ensure you are getting strategic advisory and sophisticated support every step of the way.
You'll receive a personalized financial plan and strategy, crafted to align with your specific goals and circumstances. This individualized strategic plan is designed to guide you towards financial growth and stability, tailored just for you and your business.
more than a consultation
The intensive is much more than a simple Q&A session; we meticulously analyze your business and financials beforehand to provide a consultation that is specifically tailored to your needs. This approach ensures that our advice is directly relevant to your unique business situation.
strategic plan
We adopt a holistic perspective, going beyond just the numbers. By assessing your marketing, operations, and sales, we're able to offer a comprehensive strategy that integrates all aspects of your business for cohesive and holistic approach.
holistic approach