Strategic Advisory Support for Founders

Helping Ambitious People Build Real Things.

 

Sometimes you don’t need another long-term coaching container.

 

You need structured thinking, clear strategy, and the next right move.

 

This is focused, high-leverage strategic advisory designed to help you think clearly, make confident decisions, and move forward with intention.

The Reality Behind Growth

You’re capable. You have ideas. You have ambition.

 

But behind the scenes:

  • Your offers feel more layered than you’d like
  • Your time feels stretched thin
  • You’re unsure what to prioritize next
  • You’re stuck in recurring decision loops
  • You’re reacting instead of leading
 

It’s not lack of intelligence. It’s lack of structured clarity.

What you need is thoughtful direction – and space to think clearly.

What This Is (And Isn't)

What This Is

 
  • Structured strategic advisory
  • Decision-focused
  • High-leverage and time-efficient
  • Collaborative problem-solving
  • Action-oriented and practical

What This Isn’t

  • Therapy or mental health treatment
  • A mindset coaching program
  • A long-term container with weekly calls
  • Ongoing access or dependency
  • Generic, surface-level advice

 

You come in feeling unclear. You leave with direction. 

Who Is This For?

This work is for founders who have started building.
You may already have revenue or you may still be in early traction.

What matters most is commitment.

A woman sits at a desk with a laptop, holding a mug in one hand and writing in a notebook with the other hand.

Why Work With Me

I'm a:

  • Chartered Professional Accountant (CPA)
  • Corporate tax advisor (ex-Deloitte, Cadesky)
  • Founder & CEO of an evolving postpartum care company
  • Board Member, Postpartum Support International
  • Speaker to corporate and founder audiences

I'm also a:

  • Mom of two little ones
  • Mental health advocate
  • Founder shaped by real-world complexity

What that means for you:

  • I understand numbers, margins, tax, and structure.
  • I understand scaling teams and building systems.
  • I understand founder psychology and nervous system capacity.
  • I understand what it takes to build a business while building a life.

  •  

I don’t just look at tactics – I look at the full system: your business model, revenue, time, energy, and decision patterns.

 

My style is direct, thoughtful, and supportive.

 

You’ll feel both grounded and challenged.

Why I Do This Work

This offering didn’t start in a strategy session. It evolved organically.

 

Through building my own agency, speaking, and sitting across from countless founders, I kept noticing something:

 

I genuinely love solving problems.

 

I love untangling messy strategy.

 

I love helping someone see clearly what felt overwhelming five minutes earlier.

 

In all honesty, it lights me the f*** up.

Over time, I realized I naturally see patterns — in pricing, positioning, time allocation, decision-making, and people. Most founders don’t need more ideas (let’s be real — we’re full of them). They need space to zoom out, see the full picture, and simplify what feels complex.

 

I have more ideas than I could ever implement inside my own businesses. Instead of keeping that energy to myself, I chose to channel it into helping other founders move forward in theirs.

 

This work feels like a natural extension of my background as a CPA, operator, and founder.

 

So I formalized it.

 

Not because I had to — but because I genuinely want to be doing it.

Strategic Advisory Services

90-Minute Clarity Intensive 

$575

The starting point for focused, high-level decision work. 

Includes:

• Deep dive into your business model, offers, and revenue (if applicable) 

Alignment on positioning, priorities and capacity

• Clarify the real decisions that need to be made
•Define your next short-term and long-term steps
• Detailed written summary

60-Minute Strategy Session

$400

Available to past 90-Min Intensive clients. For refining strategy and decisions.

Designed for:

• Pricing or positioning shifts 
• Launch decisions
• Offer refinement 
• Team or systems questions 
• Strategic recalibration

You leave with clear priorities and immediate next moves.

 

30-Minute Integration Call

$200

Available to past 90-Min Intensive clients. For quick clarity or alignment.

Designed for:

• Decision check-ins
• Tactical troubleshooting 
• Alignment before a big move
• Reinforcement of earlier work

Fast. Focused. Grounded.




Note: All fees are listed in CAD. HST will be added where applicable. Payment details and invoice will be provided upon confirmation of your session.

How the 90-Minute Intensive Works

Every Founder Clarity Intensive follows my CLEAR framework — a structured decision-making method designed for founders navigating growth and complexity.

You don’t need to overprepare. Completing the intake is enough.

I guide the process.

Before the session

You complete a detailed intake outlining your offers, revenue (if applicable), time allocation, and the key decisions you’re navigating. I review this in advance so we begin prepared and focused.

During the session

This is a structured, decision-focused conversation. I ask strategic questions, challenge assumptions, and help you see patterns and trade-offs clearly. Expect clarity. Expect alignment. Expect decisions.

after the session

You receive a written summary with key insights, priorities, and concrete next steps to move forward with clarity and structure. You are welcome to book follow-up sessions as needed.

Benefits

Clarity Compounds

Testimonials

“I am a clinician first. I’ve wanted to open up my own clinic for a while now, but have no business background, and have always had trouble with “the numbers” (thus, why I went into a helping profession!). Nancy is someone who understands both worlds: with her background in accounting and her business in pre & post-natal services, I found that I was able to share my thoughts and ideas with a person who understood the language of “my world,” while giving me language from “the business world.” My CLEAR Roadmap session with Nancy helped me: 1) prioritize where to put my efforts 2) organize my strategy and action items into a clearer structure. I’m still “learning the language” in the early days of my business, but I will be keeping in touch with Nancy as she is someone that I believe is able to bridge the gap for providers who have yet to learn the business side of things.”

Kimberly Wong, The New Years Pediatric Therapy

“I highly recommend working with Nancy. I’ve had plenty of ‘tips’ before. But her CLEAR Roadmap gave me something real: a clear strategy built around my actual business, not generic advice. I’m genuinely grateful for how she mapped it out and helped me leave with clarity, direction, and next steps I trust. I’ve booked my second session with her because she genuinely cares about helping me rise in my business.”  

Annalisa Vicente, Thriving Mama Coach

FAQs

Is this coaching?

No. This is focused strategic advisory. There’s no ongoing container or mindset curriculum. We work on real business decisions, positioning, pricing, structure, and next moves — in real time. 

I’ve found the most respectful way to work — for both of us — is to start with real focus from the beginning.

The Founder Clarity Intensive is designed to create meaningful progress in one session, without a lengthy sales process.

If you’re actively building and ready to work through real decisions, we can begin there.

If you’re still exploring ideas or just gathering information, that’s completely okay — this just may not be the right starting point yet.

 

This approach keeps the work intentional, efficient, and grounded in action.

Not necessarily. Some founders I work with already have revenue. Others are still in early traction.

What matters more than revenue is momentum.

You should have started building and taken tangible steps forward — registered, launched, validated, or actively testing something real.

This work isn’t designed for pure idea exploration. It’s for founders who are in motion and ready to make clearer decisions.

If you’re actively building and want clear, grounded direction — this will serve you well.

If you’re looking for therapy, long-term mentorship, or open-ended brainstorming, this probably isn’t the right container.

This work is best for founders who are ready to think clearly, make real decisions, and move forward with intention.

Yes — after completing the 90-Minute Clarity Intensive.

Follow-up sessions (60-minute or 30-minute) are available for continued refinement, decision support, and integration as needed.

There is no long-term contract — we work intentionally, session by session.

Ready For Clarity?

 

If you’re building something real — and you’re ready to move with intention — I’d love to support you.

Clear thinking. Straight answers. Actionable next steps.

 

    Advisory Form