Working with Leaders Who Want to Be Bold, Grow Fearlessly and Build Lasting Impact
Advisory Services for Visionary CEOs & Business Owners

I work with founders, CEOs, and business leaders who want to bridge the gap between ideas and execution.
Whether itºs refining your strategy, securing investors, or building financial clarity, we’ll craft a roadmap for your success.

From Vision to Strategy
The Problem
Is your business vision clear, aligned and ready to drive growth?
- Your vision feels big but lacks clarity or focus—making it hard to move forward.
- Strategic priorities are unclear, leaving you struggling to align your goals and resources.
- You’re unsure if your business model or pitch resonates with investors, stakeholders, or customers.
The Work
Define, Align and Scale with Clarity
- Refine and clarify your vision, business model, and value proposition
- Align your vision with a strategic roadmap to guide your next steps
- Define key priorities and growth opportunities while assessing strategic risks
- Develop a compelling narrative that communicates your vision to investors, your team, and the market
Outcomes
✅ A refined, crystal-clear vision that aligns with your business goals
✅ A strategic roadmap that connects your vision with execution and scaling
✅ Confidence in your pitch and direction to secure stakeholder buy-in
✅ Defined priorities that accelerate growth without losing focus
I worked with Inês to turn her vision for the Legal Design & Digital Institute into a clear, purpose-driven business model. Together, we identified key priorities and created a roadmap that aligned her purpose with financial success. Inês had the passion and ideas but needed support to translate them into a coherent, actionable plan.

From Vision to Action
The Problem
You know where to go but execution feels unclear?
- You’re drowning in ideas but lack a clear plan to prioritize them.
- OKRs and KPIs feel overwhelming to define and track.
- Your team is busy, but progress feels scattered or slow.
The Work
Turning strategy into execution
- Break your goals into a step-by-step execution roadmap
- Define OKRs and KPIs that measure progress effectively.
- Build a framework for accountability and focus across your team
Outcomes
✅ A clear execution plan to drive results without overwhelm
✅ Defined OKRs/KPIs that help you track success and adjust as needed
✅ Improved team alignment and productivity to deliver results faster
I worked with Dora to align her vision of scaling district-wide STEM education programs with actionable metrics. Together, we defined a clear ‘North,’ streamlined OKRs, and developed practical metrics to measure impact, prioritize resources, and drive growth. This process ensured her team could confidently turn their inspiring vision into a structured plan for execution in 2025.

From Vision to Numbers
The Problem
Are your financial decisions fueling growth?
- Financial planning feels like guesswork.
- Cash flow management, budgeting, and forecasting seem overwhelming.
- Investors or stakeholders demand clarity that you can’t confidently provide.
The Work
Building a financial roadmap
- Develop a financial strategy aligned with your business goals.
- Create realistic budgets, cash flow projections, and growth forecasts.
- Assess funding strategies and identify financial risks proactively.
Outcomes
✅ A professional financial roadmap ready for stakeholders.
✅ Confidence in managing resources and prioritizing investments.
✅ A solid foundation for long-term, sustainable growth.
I worked with Anais to refine the financial model for Amela. Together, we evaluated revenue streams, focusing on improving membership forecasting, creating a cash flow statement and incorporating retention and customer acquisition. This was also an opportunity to go through the new program offerings and how to incorporate that into the projections going forward. Finally, we discussed additioall emerging sources of revenue and how to accurately reflect them into the financial projections.

From Vision to Communication
The Problem
Struggling to get buy’in from investors or your board?
- Stakeholder messaging feels inconsistent or lacks clarity.
- You’re unsure how to convey your strategy in a compelling way.
- Investor confidence is shaky, and trust needs rebuilding.
The Work
Building a financial roadmap
- Develop tailored messaging that aligns with your audience (investors, board, etc.)
- Create communication frameworks for consistent updates and engagement.
- Strengthen stakeholder trust with data-driven transparency
Outcomes
✅ Increased stakeholder confidence in your leadership and vision.
✅ Clearer messaging that builds trust and buy-in.
✅ Better alignment with internal and external audiences.
Let’s Build Your Path to Growth
Running a business can feel like navigating uncharted waters—but you don’t have to do it alone. Whether it’s defining your vision, creating a roadmap, or executing your strategy, I’m here to help you unlock your full potential.
With a tailored approach and measurable outcomes, we’ll turn your challenges into opportunities and set your business on a path to sustainable growth.
Ready to take the next step? Let’s work together to bring your vision to life.
