CFPI Solutions
We help mid to high-income professionals ready to get out of debt and grow their wealth, to create positive financial behaviors while organizing and managing their finances. We offer financial coaching, education, and speaking services that consider your lifestyle and motivations as you define your goals and collaboratively develop a plan for managing your wealth-building assets. Schedule a consultation to discuss the next step.
We help mid to high-income professionals ready to get out of debt and grow their wealth, to create positive financial behaviors while organizing and managing their finances. We offer financial coaching, education, and speaking services that consider your lifestyle and motivations as you define your goals and collaboratively develop a plan for managing your wealth-building assets. Schedule a consultation to discuss the next step.
Structured Decision Support for Complex Financial Choices
At CFPI Solutions, I support structured decision synthesis under constraints—helping professionals move from complexity to clear, executable choices.
My work focuses on high-stakes financial decisions where uncertainty, competing priorities, and long-term consequences make it difficult to know what to do next. Rather than offering one-size-fits-all advice, I help clients clarify tradeoffs, align decisions with real constraints, and build systems that support follow-through.
This work is well-suited for professionals navigating complex decisions - where responsibility is high, options are interconnected, and the cost of getting it wrong matters. Whether the challenge involves reducing debt, building resilience, or planning for long-term growth, the focus is on clarity without overwhelm or guesswork.
Engagements typically begin with a focused decision clarity session that establishes a clear baseline for understanding priorities, constraints, and decision friction. From there, we work through targeted sessions tailored to the specific choices you’re facing. Using the Vision to Victory Framework, goals are translated into decisions, decisions into systems, and systems into steady progress over time.
If you’re facing financial decisions that feel complex or high-stakes, this work is designed to help.
Schedule a consultation to discuss your next step.
Coaching and Speaking Services
Decision Clarity Session
$199
A focused session to bring structure and clarity to complex, high-stakes financial decisions.
Package Includes:
- Review of current financial and situational context
- Identification of priorities and constraints
- Clarification of key tradeoffs and decision friction points
- Clear articulation of next steps and possible paths forward
Structured Decision Support Sessions
$99 per session
Ongoing, targeted support for navigating specific financial and strategic decisions.
Package Includes:
- Decision-focused agenda tailored to current challenges
- Tradeoff and option analysis
- Priority alignment and execution planning
- Session summaries with actionable takeaways
Vision to Victory — Financial Decision Architecture
Custom pricing based on scope
A structured framework for aligning financial goals, decisions, and systems over time.
Package Includes:
- Structured assessment of goals, constraints, and priorities
- Application of the Vision to Victory framework
- Decision mapping for major financial milestones
- System design for budgeting, resilience, and growth
- Ongoing refinement based on execution and feedback
Speaking & Workshops
Panel / Guest Appearance: $85 (30 minutes)
Workshops: Starting at $299
Keynotes: Starting at $999
Practical frameworks for decision-making under uncertainty, tradeoffs, and constraints.
Package Includes:
- Custom topic alignment based on audience needs
- Decision frameworks and real-world examples
- Interactive elements (for workshops)
- Q&A and facilitated discussion