financial innovative strategist

From recovering millions in lost revenue to redesigning global reporting frameworks, Kimberly has built a career on turning complexity into clarity. She elevates Fortune 500–level organizations by optimizing systems, strengthening internal controls, and driving sustainable growth. Just as impactful outside the boardroom, she is a mentor and motivator who empowers professionals to think boldly, act strategically, and achieve lasting success.

Our ideal clients are first-generation, high-earning millennials and entrepreneurs who make six to seven figures but still feel the weight of financial chaos. They’ve broken generational cycles to reach new income levels, yet cash flow inconsistency, emotional money habits, and lack of structure leave them feeling “rich on paper, broke in practice.” Many grew up without advanced financial guidance, so while they know how to earn, they struggle to confidently manage, grow, and protect their wealth. They crave approachable tools, structured systems, and empowering coaching that not only bring clarity and consistency but also help them build true wealth, create legacy, and finally feel in control of their money.

Our Services

Business services

Starter

Streamlined bookkeeping and monthly financial reports with a strategy call to keep your business finances organized.

$750 a month

Starter

Monthly coaching calls and a personalized budget plan to help you stay consistent and reach your money goals.

$300 a month

Core

Everything in Core plus cash flow forecasting, budgeting, and strategy calls to help you plan for sustainable growth

$1250 a month

Personal Finance

Core

Weekly coaching, a full financial plan, and accountability check-ins to create real momentum and long-term success.

$700 a month

Growth

Everything in Core and Growth plus fractional CFO support with financial modeling, KPIs, investor prep, and ongoing analysis to drive profitability and scale. 

$2000 a month