The People Behind Your Financial Clarity
We're a small team of finance professionals who spent years in corporate roles before realizing that business owners needed something different—straight talk about money without the jargon.
How We Actually Work With Clients
Most financial advisors talk at you. We prefer conversations. Our approach developed over time after realizing that spreadsheets alone don't help anyone sleep better at night.
- We start by listening to what's keeping you up at night financially—not pushing products or services you don't need yet.
- Every recommendation comes with plain explanations of why we're suggesting it and what happens if you don't do it.
- Monthly check-ins happen via video call or phone, whichever feels less formal to you. Some clients prefer coffee meetings.
- We share our screen and walk through numbers together rather than sending dense reports you won't read.
- Tax season gets messy, so we increase communication frequency between March and June to prevent last-minute panic.
Who You'll Actually Talk To
Small team means you get to know everyone. No endless transfers or explaining your situation repeatedly to different people.
Freya Lindqvist
Senior Financial Advisor
Spent twelve years at a big firm before leaving to focus on helping small businesses. Freya specializes in cash flow management and has a knack for spotting financial patterns before they become problems.
Expanding Our Team
We're bringing on two more advisors in late 2025 to handle growing client demand without sacrificing the personal attention that matters.
Specialist Support
Our network includes tax specialists and legal advisors who join client meetings when needed—you only pay for their time when you actually use it.
What Makes Us Different
We don't promise miracles or guaranteed returns. Financial management is about making informed decisions with imperfect information—and we're honest about that uncertainty.
Our fees are transparent from the first conversation. No hidden charges or surprise invoices six months later.
- We return calls within four business hours, not four business days
- Annual reviews happen in person whenever possible
- You get direct mobile numbers, not a general office line
- We admit when something is outside our expertise and connect you with specialists
Start a Conversation
Book a thirty-minute call to discuss your current financial situation. No pressure to sign anything—just an honest conversation about whether we're the right fit for your business needs.
Schedule Your Initial Call