Work with me

Two ways to work together. Both start with a conversation.

Start with a 15-minute fit call

Free. No pitch. Just a quick conversation to see if we’re a fit for each other — then we move to the next stage.

We get to work

Step 1: The Inflection Brief

A written, focused marketing diagnostic for fintech teams at a turning point. You’ll leave with a clear view of what’s working, what’s not, and what to do next.

WHAT’S INCLUDED

  • A 90-minute working session, not a discovery call

  • Honest assessment of your strategy, team, channels, and priorities

  • A written brief: what's broken, what's working, what to do next — in priority order

  • Investment of $650, credited toward a fractional CMO engagement if you decide you want me to execute the plan

RIGHT FOR YOU IF

  • You want a clear outside perspective to inform your next growth stage

  • You're not sure where your gaps are

  • You need answers and action quickly

Step 2: Fractional CMO

Ongoing senior marketing leadership, embedded in your team, without full-time overhead.

WHAT’S INCLUDED

  • Customized marketing strategy ownership based on your needs (GTM, positioning, channel mix)

  • Team design and leadership: building, managing, or advising your marketing function

  • Executive presence: board prep, investor materials, cross-functional alignment

  • Hands-on execution; not just strategy, but the work itself

HOW IT WORKS

  • Typically 3–6 month engagements with a defined scope and hours per week

  • Maximum three clients at a time — when you have me, you actually have me

  • Most clients start with The Inflection Brief, but if you know what you need, we can move straight here

Let’s get started

This is for you if:

  • You're a fintech or financial services company between Series A-D

  • You need senior marketing leadership but aren't ready for a full-time CMO

  • You're at a turning point — growth, transition, a new product, a team gap

  • You want a real partner, not just someone who executes


This isn’t for you if:

  • You're outside fintech or financial services

  • You need someone to rubber-stamp decisions you already made

  • You want a vendor, not a real partnership