Your Strategic CFO
Helping professionals and entrepreneurs build wealth with personal finance, tax guidance, and investing advice.
I also help founders and CEO's doing between $2M to $50M scale and operate with strategy.
Take control of your financial future
If you’re a high earner, professional, or entrepreneur, looking to gain control and clarity over your wealth building and retirement planning strategies, you're in the right place.
Does this sound like you?
You’re a high earner struggling to gain control of your money.
You want to have your money working for itself, but you know how to start.
Investing feels overwhelming, and you're unsure how to approach your strategy based on your goals while maximizing your tax savings.
You’re not alone. Many entrepreneurs feel stuck, but with the right strategy, you can break through the noise and build a brand that works for you.
HERE’S HOW
I CAN HELP
If you are a coach, I help you get clear on your niche, messaging, and strategy to hit 10k/months.
For B2B business owners that want to create a digital sales machine.
Partner with Alice to expand your reach and impact.
Who Am I?
Hi, I’m Alice! I spent years in wealth management and corporate finance, and decided to scratch my entrepreneurial itch and venture out on my own.
Personally I’ve hit a net worth of $1M by 32 through business and investing in various avenues including real estate, publicly traded stocks, private placement investments, brick-and-mortar businesses, as well as cryptocurrency
This led me to create The Finance Playbook, a financial advisory firm that works with high earners and millennial professionals to help them achieve financial freedom. The strategies I use come from my CPA background of working with high net worth individuals as well as personal experience as an entrepreneur + investor.
