Financial Strategy & Decision-Making for Business Leaders
Financial information is only useful when it helps you make decisions.
I work with business leaders who want to better understand their financial picture, think through important decisions, and have more productive conversations about strategy.
Three Ways I Can Help
Executive Financial Coaching
Build confidence in financial decision-making.
Ongoing coaching for business owners and executives who want a thought partner as they navigate financial decisions, leadership challenges, and competing priorities.
We may work on:
- Understanding and interpreting financial information
- Strengthening financial judgment
- Thinking through tradeoffs and decisions
- Preparing for financial conversations
- Following through on priorities
Starting at $600/month
Includes one 75-minute coaching session each month and email support between sessions.
Financial Strategy Sessions
Work through a specific financial or business challenge.
A focused engagement for leaders who need to step back, examine the financial picture, and work through an important decision.
Examples include:
- Cash flow and financial priorities
- Profitability and pricing
- Growth decisions
- Scenario planning
- Financial tradeoffs
Starting at $900
A focused 90-minute session with preparation and a written summary of key takeaways and next steps.
Additional sessions or more involved work can be scoped as needed.
Facilitated Financial Strategy
Help your leadership team have the conversation and make decisions together.
Financial decisions often involve competing priorities and different perspectives.
I facilitate structured conversations that help leaders understand the financial picture, explore options, align around priorities, and identify next steps.
Examples include:
- Financial strategy workshops
- Leadership planning sessions
- Budget and planning conversations
- Scenario and decision-making sessions
- Board or leadership financial discussions
Customized pricing
Engagements can range from a focused facilitated meeting to a half-day or full-day workshop or a series of sessions.
Which Is Right for You?
You want an ongoing thought partner.
→ Executive Financial Coaching
You have a specific financial issue or decision to work through.
→ Financial Strategy Sessions
Your leadership team needs to have a productive conversation and reach alignment.
→ Facilitated Financial Strategy
About My Approach
I don't believe financial leadership is simply about producing better reports.
It's about helping leaders understand what the numbers mean, consider their options, and make decisions with greater clarity and confidence.
Michelle Loren, CPA, MBA
Executive Coach
Financial Strategy & Decision-Making for Business Leaders