BECAUSE HIGH INCOME ISN'T ENOUGH
Every path leads to clarity, profit, and freedom. Choose the level of support that fits your money story.
Done
For You
Solutions
FRACTIONAL CFO SERVICES
White-Glove Financial Team
Your private financial department—bookkeeping, payroll, taxes, and CFO-level strategy—executed seamlessly and discreetly. More than compliance, this is the Money Storyteller Method® in action: every dollar has a job, every report is a roadmap, every system is built for clarity, profit, and enduring wealth.
Who it’s for: Multi-six and seven-figure expert brands who want full partnership, not piecemeal solutions, and who refuse to settle for reactive support.
- Clarity on where your money stands, every single month
- Strategy that lowers taxes and builds long-term wealth
- A trusted team running the financial operations you’ve outgrown
By invitation only.
Starts at $5,000/month
FRACTIONAL CFO SERVICES
White-Glove Financial Team
Your private financial department—bookkeeping, payroll, taxes, and CFO-level strategy—executed seamlessly and discreetly. More than compliance, this is the Money Storyteller Method® in action: every dollar has a job, every report is a roadmap, every system is built for clarity, profit, and enduring wealth.
Who it’s for: Multi-six and seven-figure expert brands who want full partnership, not piecemeal solutions, and who refuse to settle for reactive support.
- Clarity on where your money stands, every single month
- Strategy that lowers taxes and builds long-term wealth
- A trusted team running the financial operations you’ve outgrown
By invitation only.
Starts at $5,000/month
TAX SERVICES
Bespoke Tax Strategy
Proactive tax and payroll filings that don’t just keep you compliant—they preserve wealth. You’ll stop losing thousands to missed opportunities and start redirecting money into investments, retirement, and legacy.
Who it’s for: Six- and seven-figure earners needing ongoing tax planning today and wealth strategy for tomorrow.
- Pay yourself first, with confidence
- Stop overpaying the IRS, year after year
- Gain a tax strategy that grows with your business
Starts at $490/month
See how a CFO can transform your decisions
The Financial Readiness Review gives you a fast, CFO-level diagnostic of your leadership, data, and systems so you can address any weaknesses threatening financial performance and strengthen your path to scale.
$397
for one hour
Done With You Solutions
FINANCIAL COACHING
Master the Money Storyteller Method®
Through our Unstoppable Accelerator or custom 1:1 packages, you’ll learn to set profit guardrails, cut taxes, and finally connect your money to your vision.
Who it’s for: Our accelerator is best for solopreneurs scaling past six figures. Custom packages are best for established founders who want to integrate the Money Storyteller Method inside their organization.
S CORP AI™
DIY without compromise
A complete system of legal templates, tax strategy, and AI-guidance to maximize family and business tax savings. Set up your LLC, elect S Corp status, and put your family on payroll with benefits—without drowning in legal jargon.
Who it’s for: Business owners nearing or crossing six figures, ready to start on the right foundation.
CASE STUDIES
Fractional CFO Case Study
The Power of Profit Clarity: How Strategic Systems Made One Agency Irresistible to Buyers
What started as a team of scrappy consultants grew into a multi-million-dollar agency, but behind the polished image was $450K in unpaid invoices, spiraling overhead, and constant partner conflict.
Once scrambling to make payroll, the Money Storyteller Method® gave them clarity and alignment, turning disorder into disciplined growth and ending in an enviable cash exit that delivered true freedom.
Tax Services Case Study
$1.07 Million in Tax Savings: One Expert Turned a Wealth of Experience into Lasting Financial Legacy
A respected medical director retired in his fifties to write, speak, and inspire others with his message of purpose. From the outside he had enviable finances, but beneath the surface were costly inefficiencies: an inflated S Corp salary, missed investment opportunities, unprotected intellectual property, and a Roth conversion strategy that would have quietly cost his family millions.
With the Money Storyteller Method®, we restructured his finances into an elegant, tax-optimized system aligned with his values. The result: lower annual taxes, tax-free college funding for his children, simplified international royalties, and more than $1M in long-term tax savings. His wealth now grows intentionally and sustains freedom, family, and purpose.
Financial Coaching Case Study
“Dreaming Big, But Dreaming With The Math”: How One Author Rebuilt His Business After Crisis
A beloved author and sales coach behind multiple eight-figure brands was living his dream life on a tropical island, until medical emergencies forced him to uproot his family, leaving him $150K in credit card debt and without reliable income.
With the Money Storyteller Method®, he traded reactive hustle for a strategic Money Map: a lifestyle-driven business model, clear metrics, and a CEO ritual that turned crisis into confidence. Within weeks, he had a plan to pay off debt in a year, generate $30K/month in consistent profit, and rebuild not just income but a true expert brand designed for freedom.
CASE STUDIES
Fractional CFO Case Study
The Power of Profit Clarity: How Strategic Systems Made One Agency Irresistible to Buyers
What started as a team of scrappy consultants grew into a multi-million-dollar agency, but behind the polished image was $450K in unpaid invoices, spiraling overhead, and constant partner conflict.
Once scrambling to make payroll, the Money Storyteller Method® gave them clarity and alignment, turning disorder into disciplined growth and ending in an enviable cash exit that delivered true freedom.
Tax Services Case Study
$1.07 Million in Tax Savings: One Expert Turned a Wealth of Experience into Lasting Financial Legacy
A respected medical director retired in his fifties to write, speak, and inspire others with his message of purpose. From the outside he had enviable finances, but beneath the surface were costly inefficiencies: an inflated S Corp salary, missed investment opportunities, unprotected intellectual property, and a Roth conversion strategy that would have quietly cost his family millions.
With the Money Storyteller Method®, we restructured his finances into an elegant, tax-optimized system aligned with his values. The result: lower annual taxes, tax-free college funding for his children, simplified international royalties, and more than $1M in long-term tax savings. His wealth now grows intentionally and sustains freedom, family, and purpose.
Financial Coaching Case Study
“Dreaming Big, But Dreaming With The Math”: How One Author Rebuilt His Business After Crisis
A beloved author and sales coach behind multiple eight-figure brands was living his dream life on a tropical island, until medical emergencies forced him to uproot his family, leaving him $150K in credit card debt and without reliable income.
With the Money Storyteller Method®, he traded reactive hustle for a strategic Money Map: a lifestyle-driven business model, clear metrics, and a CEO ritual that turned crisis into confidence. Within weeks, he had a plan to pay off debt in a year, generate $30K/month in consistent profit, and rebuild not just income but a true expert brand designed for freedom.