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DREAM OF LEGACY CONSULTING

Fractional CFO and Strategic Consulting Services

Our Fractional CFO Services Deliver Expert Financial Leadership for Your Business. We partner with our clients to turn revenue into financial security and generational wealth.

We provide visionary executives and entrepreneurs with the clarity and strategic insight necessary to make sound financial decisions while scaling, decisions firmly grounded in data, integrity, and long-term growth.

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Why You Need A Fractional CFO

Many high-growth businesses can’t justify a full-time CFOs, yet they still face complex financial challenges: scaling pains, cash volatility, pricing optimization. They often need financial planning and analysis support to improve their decision making, Most high-growth founders focus on revenue and market expansion, but don’t integrate wealth planning into their business strategy. This can lead to:

  • Cost Advantage: A Fractional CFO is a cost-effective, flexible, strategic option helping you understand your numbers, avoid costly mistakes, and build wealth for the long term.
  • Financial Clarity & Insight: A Fractional CFO helps you understand your true numbers, true margins, cash flow position and profitability
An open book with diagrams titled "EXECUTIVE SUMMARY" accompanied by an hourglass and a plot labeled "METRICS" on the side.
  • Forward Looking Strategy: Instead of working with fragmented data and only focusing on finances at tax time, you get budgets, forecasts, KPIs, and scenario planning which helps you make decisions grounded in data and integrity.
  • Risk Management: A Fractional CFO can help you identify financial leaks, protect margins, manage business risk.
  • Dynamic Support: high-level expertise that adapts to your evolving needs

A Fractional CFO enables business leaders to scale sustainably while protecting cash flow, and making confident financial decisions without the overhead of a full-time executive.

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Trusted Financial Leadership

• Close to twenty years of finance & accounting experience (including Big Four public accounting and advisory) across a variety of industries both locally and internationally. Fortune

• Fortune 500 company experience

• Proven experience as trusted advisor to C-suite executives and high-level entrepreneurs

• Seen in Forbes, Harvard Business Reviews, Business Insider, Fortune, TIME, US News

• Partnership-oriented approach with integrity and Excellence are at the core of what we do.

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Our Values

Our Core Values: We Lead With WISE

At Dream of Legacy Consulting, we lead with WISE: Wisdom, Integrity, Stewardship, and Excellence. This is the standard we use to guide our decisions, our relationships, and the way we support your business. It keeps us grounded, and aligned with long-term solutions, not shortcuts. These principles shape how we operate, how we advise, and how we help you build the kind of financial foundation that lasts.

Wisdom

“The beginning of wisdom is this: Get wisdom, and whatever you get, get insight.”

Proverbs 4:7

Wisdom is knowing that data matters, but discernment matters more.

At Dream of Legacy Consulting, we draw on insight and experience to guide decisions that balance today’s needs with tomorrow’s vision. True wisdom means staying teachable because there is never a reason to stop learning.

The image depicts the weigh scales of "Stewardship" (left) and "Ethical choices" (right) during a discussion on balance of...

Integrity

“Whoever walks in integrity walks securely, but he who makes his ways crooked will be found out.”

Proverbs 10:9

We believe in alway doing what’s right, even when no one is watching.

Integrity is the foundation of trust in finance, in leadership, and in life.

At Dream of Legacy Consulting, we live by it. Our numbers tell the truth, our promises are kept, and our decisions are made with transparency. Integrity is how we walk securely and help our clients do the same.

Stewardship

“For an overseer, as God’s steward, must be above reproach.”

Titus 1:7

We treat your resources and opportunities as carefully as if they were our own.

Stewardship reminds us that information, capital, and resources are entrusted to us, not owned or assumed. What you place in our hands deserves care, discipline, and respect.

At Dream of Legacy Consulting, we guard what matters most: your cash flow, your decisions, your future.

Our commitment is simple. We lead with accountability, manage with intention and integrity, and create systems that strengthen the business long after the work is done.

An open book with diagrams titled "EXECUTIVE SUMMARY" accompanied by an hourglass and a plot labeled "METRICS" on the side.

Excellence

“Whatever your hand finds to do, do it with your might.”

Ecclesiastes 9:10

We pursue the highest standards in analysis, execution, and results because your business deserves nothing less.

Excellence isn’t about perfection. It’s about consistency.

At Dream of Legacy Consulting, we bring rigor to every forecast, clarity to every report, and precision to every strategy. It’s the daily discipline of doing things well that quietly earns confidence and delivers lasting results.

We combine data, experience, and discernment to guide decisions that balance today’s needs with tomorrow’s vision.

Our Services

We leverage our experience to integrate seamlessly with your team. Our services align financial strategy, wealth, and legacy planning, helping your business success translates into lasting wealth.

Our financial services include:

  • Core Financial Leadership and Review: Executive oversight, monthly reviews, cash flow management, actionable insights
  • Strategic Planning and Forecasting:Forecasts, budgets, KPI tracking, scenario planning.

Risk Management and Internal Controls Review: Strengthen processes and safeguards to protect the business.

Other Strategic Advisory Services: Risk reporting, internal controls review, process improvement, profitability and margins analysis, pricing review and strategy, executive strategic coaching, wealth alignment

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Elevate Your Wealth (Blog)

These blogs post help entrepreneurs and creators with knowledge and provide strategies to build lasting wealth, enabling you to make informed decisions every step of the way.

Elevate Your Wealth