Fractional CFO Services

Feel Clear, Confident, and Empowered About Your Finances

Take control over your personal finances and build a plan for financial freedom.

Our coaching gives you the tools, knowledge, confidence, and accountability to reach your financial goals.

Click the link below to get a financial strategy session.

Financial Clarity

Consistent Cash Flow

More Peaceful Profits

Ready to Take Control of Your Personal and Business Finances?

Do you feel like you're constantly juggling your personal and business financial priorities? Whether you're trying to save for the future, manage business cash flow, or simply keep everything organized, it can be overwhelming to balance it all.

Imagine feeling confident and in control of both your personal and business financial goals. Whether you're looking to make more money, grow your wealth, or create a better balance between work and life, we’re here to help you achieve financial harmony.

  • Organize Your Finances: Get clear systems in place to manage both personal and business finances without feeling overwhelmed. We’ll help you organize and track everything, so nothing falls through the cracks.

  • Make Financial Decisions Confidently: Whether it’s personal savings or business investments, you’ll gain the knowledge and confidence to make smart, strategic financial decisions that support both your personal and professional goals.

  • Feel at Peace with Your Money: Our coaching will help you create a proactive financial strategy and work on your money mindset, so you’re prepared for whatever comes your way, both personally and in your business.

  • Grow Your Cash Flow: We’ll help you grow your cash flow on both sides—personal and business—so you have the liquidity to cover life’s expenses and grow your business without stress.

  • Create Long-Term Wealth: Whether you're planning for retirement or reinvesting in your business, we’ll show you how to build lasting wealth with smart financial planning and tailored strategies.

It's Time to Get a Financial Coach in Your corner

Our Financial Coaching Helps you Give your Money a Plan, Ditch the Financial Stress, and Get Confident and Clear

Financial Clarity & Confidence

Clarity gives confidence. We work with you to get clear on your financial goals and build a plan to get there.

Financial Peace

Our mindset experts work with you to uncover some of the areas that you are blocked, and help you build a resilient money mindset.

Holistic Wealth

We help you build a plan to reach your financial goals and grow your networth in a holistic and sustainable way.

Who are Financial Coaching Services for?

Our Financial Coaching Services are for anyone who is willing and ready to turn the page when it comes to their financial future. Here are some good indicators if Financial Coaching is right for you RIGHT now.

  • You’re Ready to Build a Strong Financial Foundation: Whether you're just starting out or looking to get organized, you want to create a clear, actionable plan for both your personal and business finances.

  • You Want More Clarity and Confidence: You're tired of feeling unsure about your financial decisions and are ready for expert guidance to help you make informed choices that align with your goals.

  • You Feel Overwhelmed Managing Both Personal and Business Finances: You're juggling personal goals like saving for the future with managing business expenses, and it’s time to simplify and get a clear path forward.

  • You’re Committed to Long-Term Success: You’re focused on achieving financial freedom, both personally and in your business, and are looking for the tools, mindset, and strategies to get you there.

Achieve Your Financial Goals with a Financial Coach

Our Financial Coaching services are dedicated to empowering you to achieve your financial goals. We use a holistic approach to working with you.

Financial Goal Setting

As your Financial Coach we work with you set financial goals in the short term and the long term and prepare a budget that works for you.

Personalized Financial Roadmap

Your finances are unique, and so are your goals. We’ll work together to create a tailored financial roadmap that suits your lifestyle and aspirations, whether you’re saving for a big purchase, paying off debt, or building long-term wealth.

Holistic Budgeting

Get a handle on your monthly spending without feeling deprived. We’ll help you create a holistic budget that aligns with your values and goals, allowing you to save more and stress less. With clear expense tracking, you’ll always know exactly where your money is going.

Debt Elimination

Overwhelmed by debt? We’ll craft a customized plan to help you pay off your debts efficiently, so you can stop feeling weighed down by financial obligations and start building wealth. Our strategies focus on prioritizing high-interest debt, automating payments, and staying motivated along the way.

Savings & Wealth Building

Ready to start building wealth? We’ll guide you through savings strategies that work for your income and lifestyle, as well as introduce you to basic investment principles. Whether it’s saving for emergencies, retirement, or a big life goal, we’ll make sure you’re putting your money to work in the right way.

Mindset & Money Habits

Financial success isn’t just about numbers—it’s also about mindset. We’ll work on the mental and emotional side of money, helping you shift limiting beliefs and build positive money habits. Through mindset coaching, you’ll gain the confidence and clarity needed to make sound financial decisions without fear or hesitation.

We understand that finances and money can be overwhelming.

We know it can be tough to navigate finances. That’s why we offer tailored solutions to address your unique needs.

Our business strategy has never been clearer, thanks to the actionable insights and guidance we received.

– Emira, CEO of Healthly Lives

Working With Simone got me so much financial clarity and control in my business. I have a way to predict cash flow now, and actually now what I'm supposed to do when it comes to managing my money!

– Lisa M, CEO and Coach

How to get started with a Financial Coach

1.

Schedule Your Financial Strategy Session

We start each new client relationship with a financial strategy session. Along with getting to know each other, the objective of the meeting is to get an understanding of your current financial situation and your financial goals.

2.

Receive Your Financial

Growth plan

After the initial meeting, we'll create a customized financial growth plan for the business. We'll start diving into the financial processes and numbers, and start making sense of the numbers .

3.

Feel Empowered and See the Changes in Your Finances

You'll start seeing an improvement in your core finances within 90 days of working with us. You'll feel financially confident about what's going on in your and clear about the next steps.

We're here to help you grow your business, without the financial overwhelm.

At Freedom Sun, we understand what it’s like to feel stressed about growing your business and managing your cash flow.

Our Financial Coaching Services are focused on helping you reach your financial goals holistically.  

That’s why we created hassle-free, action oriented, and results driven business and finance services. So you make a bigger impact and profit, with ease.

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