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Services
For Boards & Investors
Helping organizations strengthen governance, oversight and long-term resilience from the inside.
Boards and investors increasingly need directors who bring genuine financial fluency, not just oversight. I work with PE-backed, family-owned and purpose-driven organizations as an independent director and trusted governance partner.
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Independent Board & Committee Roles
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Audit & Risk Committee Chair
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Board Evaluations & Effectiveness Reviews
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Governance Readiness
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Board Training & Director Development
For Founders & Businesses
Helping founders and leadership teams scale with greater clarity, discipline and operating effectiveness.
Growth without financial discipline is fragile. I work alongside founders and leadership teams to build the financial visibility, strategic frameworks and governance muscle that creates sustainable, investable businesses.
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Founder & Business Advisory
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Fractional CFO & Strategic Finance Leadership
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Financial Visibility & KPI Discipline
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Governance Readiness
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Value Creation Planning
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Organizational Effectiveness
For Individuals
Helping individuals build board readiness, financial confidence and the clarity to navigate career transitions, leadership reinvention and every stage of life.
Whether you're an aspiring director converting your experience into board-relevant skills, or someone ready to take control of your financial life, I offer practical frameworks built from 30 years of real experience — not theory.
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Dollar & Sense Financial Workshop
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Career & Portfolio Reinvention
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Route to the Boardroom for aspiring directors
Not sure where to start?
Let's find out together.
Dollar & Sense
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