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Personal Financial Planning

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Hourly

Hourly financial advice

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For that extra bit of help

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When you need someone to report to
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Investment Advice

Just portfolio and asset allocation advice

Corporate Financial Planning

Small Business

Financial advice specific for your business

Institutional/501c3s

Portfolio and cash management advice

Employee Wellbeing

Expert financial advice for your employees

Meet the team and our founder

Hourly and flat fee

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Questions about Fearless Finance or finances in general

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Fearless Finance in the news

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Our app for tracking spending

Improving Profitability for Your Small Business

Whether your small business is searching for fee-only financial advisors or already know you need a “fee-only financial advisor near me,” we’re here to help you take control, with confidence.

Where can Entrepreneurs and Small Business Owners turn when they need real answers?

You listen to interviews with successful entrepreneurs, and they’re assembling products on their bedroom floor one minute and going public the next. What about the blood, sweat and tears in between when you’re developing your business model, refining your pricing, hiring new people, growing your customer base, getting to profitability and scaling your business?

If you’ve been kept up at night about any of these issues, you’re a serious entrepreneur already, and we can help you continue to make your business even better.

Working with a small business financial advisor can be the innovation that helps you move from uncertainty to smart, confident decisions.

Schedule a free intro call

Are you a candidate for Small Business Financial Planning?

  • Got your idea and you know who it serves.
  • Maybe have revenues, but not profitable or only barely, or if you don’t pay yourself.
  • Have an idea about pricing, but need help figuring out how that leads to profitability.
  • Are not sure if you need financing or how to get it if you do.
  • Still do EVERYTHING, but need help knowing how much to delegate without going broke.

A financial advisor for small business owners doesn’t just look at your numbers, they help you connect the dots between strategy, pricing, expenses, and growth.

Does fee-only advice make sense for your organization?

Legacy asset management doesn’t communicate much with you.
● You see a lot of trades go by, but you’re not sure your returns are keeping up with your investment policy or the market.
● Your institution wants to move past the legacy assets-under-management advisor that doesn’t fit your mission or the community you serve.
● You’re exploring financial advisor fee-based models but want clarity and transparency
● You prefer to work with a fee-only fiduciary financial advisor near me who aligns advice with purpose.

This is where working with a financial advisor hourly model gives you control and peace of mind.

How Fearless Finance can help you realize your goals for your small business

Refine your business model
Fearless finance works with you to understand your product/market fit and refinements that can enhance it.
Analyze Profitability
Generating a lot of revenue is only part of the small business journey. We help you increase profitability by understanding where you can reduce expenses and potentially increase revenue.
Optimize Pricing
Pricing is a key factor in profitability and many small businesses underprice their products and services. Fearless Finance helps you see what pricing works best for your business.
Discuss financing options
If you are thinking about debt or equity financing, we can help you analyze your options based on your actual business’ needs.
Optimize Account organization
Fearless Finance can help you make sure you have all the accounts you need including retirement accounts. We also can help with entity selection (e.g. LLC).
Analyze Founder pay
We can help you figure out how much to pay yourself and what milestones you need to hit to increase your own pay.

Frequently asked questions

Sometimes you want expert advice on profitability, pricing and business model and you don’t want a long term commitment.

Can you help me decide if I should look for equity investors or continue bootstrapping?
Yes, we can analyze your financing requirements over the coming months and years and analyze what type of financing would best fit your financial needs and your business vision and culture.
Do you help business owners find financing and meet with potential investors?
We do not help identify investors for you, but can help you decide if any one investment type or investor is the right fit based on your business’ needs.
Can you help me understand how to set up a 401k and other benefits?
Yes, we can help you set up a 401k and figure out how much you can pay for other benefits for your employees. We can also help you identify where to find those benefits.

What our Small Business clients are saying

It’s always best to hear about someone else’s experience before deciding to work with anyone.

“Deep expertise across a range of topics”

“Lori helped us build a strong financial foundation for our business from the ground up. With her guidance, we implemented the right systems, clarified key metrics, and established sustainable financial practices that have scaled with us as we’ve grown. She and her team brought deep expertise across a range of financial and operational topics—always offering strategic insight paired with tactical know-how. Lori is also an incredible accountability partner: direct, encouraging, and consistently focused on helping us reach our goals. With her support, we’ve transformed into a thriving, resilient business.”

Holly W.

These testimonials were given by current clients and no cash-compensation was provided for the testimonials.

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