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CEOs don’t struggle to make money.
They struggle to decide what to do with it.

I advise growth-stage CEOs on high-stakes financial decisions — bringing clarity to when to invest, when to hold, and how to use capital to actually scale.

Explore Working Together
Partner with Marguerite

CEOs don’t struggle to make money.
They struggle to decide what to do with it.

I advise growth-stage CEOs on high-stakes financial decisions — bringing clarity to when to invest, when to hold, and how to use capital to actually scale.
Explore Working Together
Partner with Marguerite
small business finance expert

AS SEEN IN:

Trusted by CEOs navigating growth, complexity, and capital decisions
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What I see at $1M+ that most CEOs miss

Revenue is growing — but decision clarity isn’t keeping up.

  • Hiring happens too early or too late.
  • Cash is either held too long or deployed without a clear return.
  • Forecasts are trusted — but not pressure-tested.

The issue isn’t effort.
It’s not even strategy.

It’s a lack of financial visibility at the level decisions are being made.

And that’s where things start to break.

This is where I come in

Not reporting on what happened.
Shaping what's next.

I work alongside CEOs as a strategic financial partner — helping you make smarter, more confident decisions as your business scales.

Not just reporting on what’s already happened.
But actively shaping what happens next.

As a former Goldman Sachs analyst and founder of Finance Savvy CEO®, I bring institutional-grade financial strategy to the leaders who need it most.

Where I focus

Three areas. One goal: clarity that drives growth.

01

Financial Decision Clarity

Make high-stakes decisions with confidence—backed by real visibility into your numbers.

Capital Strategy

Know when to invest, when to hold, and how to deploy cash without unnecessary risk.

02

Growth Alignment

Ensure your financial strategy actually supports how your business is scaling.

03

Most CEOs don’t have a money problem.
They have a decision problem.

I’ve seen businesses generate millions in revenue while still feeling uncertain about their next move.

Not because they aren’t capable—But because no one has helped them translate their numbers into clear, strategic decisions.

That’s the gap I close.

Who this is for

CEOs who have crossed $1M and are:

  • Making bigger financial decisions with more at stake
  • Unsure when to invest vs. when to hold
  • Scaling revenue, but lacking clarity behind the numbers
  • Ready for a more strategic financial partner

Where I focus

Three areas. One goal: clarity that drives growth.

01

Financial Decision Clarity
Make high-stakes decisions with confidence—backed by real visibility into your numbers.
Capital Strategy
Know when to invest, when to hold, and how to deploy cash without unnecessary risk.

02

Growth Alignment
Ensure your financial strategy actually supports how your business is scaling.

03

Most CEOs don’t have a money problem.
They have a decision problem.

I’ve seen businesses generate millions in revenue while still feeling uncertain about their next move.

Not because they aren’t capable—But because no one has helped them translate their numbers into clear, strategic decisions.

That’s the gap I close.

Ways to Work Together

How to work with Marguerite.

Financial Decision Intensive

A focused, high-level engagement to evaluate how you’re currently making financial decisions—and uncover where there’s risk, inefficiency, or missed opportunity

Ongoing Advisory

Strategic financial partnership for CEOs who want support navigating decisions in real time as they scale.

Speaking & Partnerships

For organizations and platforms looking for grounded, real-world insight into how CEOs are actually thinking about money at scale.

Impact That Resonates

Executives and event organizers consistently highlight the clarity, inspiration, and results Marguerite delivers as a high-demand financial strategist and keynote speaker.

Result of working with me:

“She breaks things down in a really understandable light”

“Marguerite is our incredible guiding CFO for FFC – and we couldn’t be more lucky to have her. She provides the most incredible insights on how to plan for the future – blue skies or more conservative scenarios. She breaks things down in a really understandable light, and helps you think about the short and long-term. Rebecca Minkoff and I have too many amazing things to say!”
Alison W.,

Founder & CEO of Female Founder Collective

“SHE HAS A WAY TO REDUCE ANY MINI PANIC ATTACKS FOR ANYONE UNCOMFORTABLE WITH MANAGING THE FINANCIAL ASPECTS OF THEIR COMPANY”

“Marguerite helped us build a financial process that will be a cornerstone to managing our operations in the future. Her expertise is astounding, she has a way to reduce any mini panic attacks for anyone who isn’t comfortable with numbers and managing the financial aspects of their company. We appreciated all of help and support. Marguerite, thanks again!

LINDA G.,

Founder & CEO, Dani Lin

Ready to move forward

The decisions you make now shape how you scale next.

Explore working together.
Partner with Marguerite
Book Marguerite as a Speaker
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with Money as a CEO?

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Do you know that a Finance Savvy CEO® is 10x more likely to be invested in and has 67% higher profitability than small business owners without the financial acumen?
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