Strategically Align Your Executive team
The executive Alignment Sprint
4 week engagement

What This Sprint Is
A short, executive-level alignment engagement that:
A focused conversation to understand:
• Diagnoses where finance alignment is breaking
• Clarifies leadership intent and tradeoffs
• Identifies decision and process friction
This session is used to gather inputs — not to debate strategy.Who This Sprint Is For
This sprint is for mid-market CEOs and executive teams who:
• Feel finance is not fully supporting decisions
• Have limited confidence in financial decisions
• Experience friction between strategy, finance, and execution
• Want clarity before investing in larger initiatives
This sprint is not about fixing everything. It’s about knowing exactly what to fix.

What This Is Not:
This sprint is not:
• A finance audit
• A budgeting engagement
• A systems project
• A transformation program
Alignment comes before optimization.

What We Do (4 Week Engagement):
Phase 1: Alignment Diagnosis:
Focused executive conversations to understand:
• Strategic intent
• Current finance role in decisions
• Where friction appears
• How information flows todayPhase 2: Decision & Friction Mapping:
Identification of:
• Critical executive decisions
• Where finance supports or slows them
• Misaligned priorities or operating rhythmsPhase 3: Executive Alignment Session
A facilitated leadership session to:
• Clarify strategic priorities and tradeoffs
• Reset expectations of finance’s role
• Establish shared language and directionPhase 4: Alignment Roadmap
A concise executive-level summary of:
• What to address first
• What to defer
• Where leadership behavior matters most
• How to sequence next steps

What You’ll Walk Away With:
At the end of this sprint, you’ll have:
• Clear understanding of why finance feels misaligned
• Shared executive alignment on priorities and tradeoffs
• Agreement on finance’s role in decision support
• Clarity without prolonged process

• Schedule My Alignment Sprint

Why Work With Me?

I partner with mid-market CEOs and executive teams realign finance with strategy and decision-making .With 15+ years of experience and work across 50+ companies,
I bring senior-level judgment, practical clarity, and an outside perspective that helps leadership teams move forward with confidence.

• Schedule My Alignment Sprint

What Past Clients Say

"“We knew finance wasn’t broken, but decisions were taking too long and leadership conversations weren't aligned. This alignment sprint gave us clarity on
where the friction actually was. It changed how we operate at the top.”
— Michael Grant, CEO, Horizon Industrial Group.”

“This wasn’t a finance project — it was a leadership reset. The sprint surfaced misalignments we all felt but hadn’t named. The result was immediate: clearer expectations of finance, stronger partnership with operations, and faster executive decisions.”
— Laura Chen, Senior VP Finance, Meridian Healthcare Services

Your Investment

The Executive Finance Alignment Sprint is a fixed-scope, fixed-fee engagement,
scoped based on company size and leadership complexity.Investment: $5,000 Base for CEO
$1,200 Each Additional Team Member
Payment terms and schedule confirmed prior to start.

Personalized Service with a Human Touch

My approach is hands-on, personalized, and built for long-term value. Clients come to me when they’re ready to get serious about financial alignment, elevate their internal team, or prepare for what’s next — whether that’s growth, funding, or better decision-making.If you're looking for a strategic partner who can simplify the complex and bring your financial foundation in line with your vision
— I’d love to work with you.

• Schedule My Alignment Sprint

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