CFO-Level Financial Leadership
Every Viticula engagement is built around you, your numbers, your goals, and the decisions you are actually facing. Here is how we work together.
Know what you need? Start directly.
Every Engagement Begins Here: The Lighthouse Framework
Most financial advice starts with your numbers.
Viticula starts with you.
The Lighthouse Framework is our proprietary onboarding process, the non-negotiable first step for every new client, regardless of engagement level.
Before any financial strategy is built, we go through this four-step process together to ensure that every recommendation, forecast, and decision is rooted in your values, your vision, and the life you are actually building.
At the close of the Lighthouse process, you receive your Lighthouse Report, a premium, branded document that becomes the working foundation for your entire Viticula engagement. Every strategy session, quarterly review, and major decision is anchored to it.
Monthly CFO Support
Your business is scaling and you need a better grasp of what revenue is coming in and what expenses are going out. You're also wanting a clearer picture of the financial health of your business without being the one to keep up with your bookkeeping.
You want guidance and support through all of the big decisions on your plate, so you can feel confident as the CEO of your company.
The Table Membership
Imagine having the clarity, confidence, direction, and guidance on how to be financially healthy for your specific goals. You deserve to have a sustainable, thriving business that supports your desired lifestyle, so you can focus on what you love without financial stress.
This is why I created The Table
… to offer women a seat for safe and encouraging conversations about taking control of their finances and building wealth, all at a fraction of the cost of traditional 1:1 support.
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Kristen's organization, expertise and knowledge go unmatched. Her insight and guidance help me see my business finances in a different light; therefore, I'm able to tweak, predict and plan as needed!
CARRIE | Creative Copywriter
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I avoided my business financials for so long because I dread the numbers. Kristen showed me right away how I needed to switch gears to become more profitable. I wish I would have hired her sooner!
CHELSEA | The Christian Nutritionist
Apply to work together
ARE YOU…
ready to figure out what is moving the needle in your business?
Or maybe you’re ready to stop being scared of your business finances?
Whatever your reason may be, I’m so excited to be your non-judgmental financial friend and help you get your business finances straight once and for all.