Leadership and Growth Coaching for Financial Professionals

Accelerate Your Path To Your Next Financial Role using your skills and expertise.

Click the link below to schedule a strategy session.

Speak With Confidence

Master Your Leadership

Upskill your Financial Terms

Are you a financial professional struggling to break into your next role, despite your qualifications? 

The  Financial Career Coaching Program is specifically designed to help you overcome the barriers you’re facing in your job search, enhance your skills, and confidently secure the position you deserve.

Are These Challenges Holding You Back?

  • Difficulty Communicating Your Value: Struggling to translate your expertise and achievements into a compelling narrative that resonates with potential employers?

  • Outdated Skills in a Fast-Changing Industry: Worried that your financial analysis aren't including the latest trends in your industry?

  • Lack of Leadership Experience: Unsure how to position yourself as a capable leader, even if you have the technical skills?

  • No Clear Growth Strategy: Sending out countless applications without results, unsure how to effectively target the right opportunities?

If any of these challenges sound familiar, you’re not alone — and this program is designed to address these specific pain points.

Approach Financial Leadership with Confidence

Step into Your Leadership and Get Confident in Your Communication

With the right roadmap, tools, and support, you can easily implement the financial strategies need to hit your financial goals. Imagine having:

  •  Overcome the challenge of communicating your value. Learn how to articulate your achievements and financial expertise in a way that appeals to both financial and non-financial stakeholders. 

  • Master impactful presentations: Build the confidence to present financial data and strategic recommendations clearly and persuasively, whether you're speaking to the board, executives, or potential employers.

  • Update Financial Skills & Stay relevant: Ensure your financial skills, including analysis and reporting, align with the latest industry trends and best practices. 

  • Master advanced techniques: Strengthen your expertise in strategic planning, budgeting, forecasting, and other critical financial management areas to position yourself as a well-rounded candidate.

  • Gain leadership confidence: Develop the leadership skills necessary to lead teams and drive financial performance within an organization, positioning yourself as a top candidate for senior roles.

  • Strategic decision-making: Build strong decision-making skills to navigate the complexities of leading a finance team.

  • Target the right opportunities: Receive guidance on identifying the right job opportunities and positioning yourself for the roles that match your skills and career goals.

Introducing

Why Choose This Program?

The Financial Career Program is designed to help you address the unique challenges financial professionals face when transitioning into senior roles. This program doesn’t just teach skills — it provides a personalized roadmap to overcome obstacles, communicate your value, and ultimately land the position you deserve.

This program will help you:

We'll work with you to understand where you currently are in your career and help you build a plan to get you to where you want to go.

We'll do a deep dive into your personal strengths and assess the opportunities for growth.

This will allow us to establish a baseline for your current financial habits and numbers.

  • Get clear on your current financial situation and your financial habits

  • Effectively communicate your value

  • Enhance and modernize your financial skill set

  • Position yourself as a leader and strategic thinker

  • Expand your professional network

  • Develop a personalized growth strategy that works

Step into Your Leadership

I’m Simone, finance and business expert and former CPA.

Over the past 20 years, I've realized the power of effective communication and self leadership as I've built my career in finance and accounting. One thing that I was able to do that helped me stand out in a "crowded" marketplace was build effective relationships and lean into my authenticity.

Our industry is changing rapidly, and you want to develop more than just the technical skills in financial management.

That’s why I’ve developed training that will guide you step by step, so you can step into your leadership and develop a career that you're fulfilled with and passionate about.

My Financial Work Has Been Featured In

I understand how communication

We understand the challenges you face, and iyr mission is to provide you with a clear roadmap that leads to sustainable financial success.

"Simone's guidance has been a game-changer for my business. I now have a clear understanding of my finances and a solid plan for growth. The clarity and confidence I've gained are invaluable."

Alex D., Business Owner

I finally feel in control of my business's financial future. Simone helped me set up a system that works, and the monthly reviews keep me on track. I couldn't be more pleased with the results.

- Jamie L., Entrepreneur

Ready to Step into Your Leadership?

Three reasons why you'll love the Financial Career Coaching Program

Personal Growth

This program is focused on your personal growth and self leadership.

Professional Guidance

Things come up in your career, and having an outside perspective can transform your growth and career trajectory.

Accountability and Support

You are 95% more likely to achieve your goals when you have an accountability system in place. You'll have this structure in this Training Program.

Your situation will change when you do

How to get started

1.

The Assessment

You’ll take a deep look at where you are and where you want to go.

2.

Your Message

We'll help you assess your plan and build a message that resonates with your skillset and what you're trying to accomplish.

3.

Accountability

Our accountability check ins are a mix of mindset, empowerment, and real talk. We’ll look at your progress on your plan and assess any different course of action that you need to take.  

We're here to help you step into your authentic leadership.

Take the First Step Towards Your Growth and Future

Book your Complimentary Session to see how we can help you achieve your professional goals.

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