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One year ago,

I embarked on a daring adventure: founding this firm, driven by a burning desire to empower businesses with tools and guidance that not only fuel success but also create a positive ripple effect in the world. Today, as we celebrate our first anniversary, my heart overflows with gratitude for the journey and the amazing people who made it possible.

First and foremost, to my Heavenly Father, thank you for your unwavering blessings. Each step forward, each challenge overcome, and every ounce of inspiration has been fueled by your guiding hand.

Next, my deepest appreciation goes to the incredible network of professionals who supported me from day one. You may not be colleagues in the traditional sense, but your support, shared expertise, and belief in my vision have been invaluable. You are the embodiment of the Empowerment Catalyst in action, inspiring me to push boundaries and reach for greater heights.

To our esteemed clients, words cannot express the depth of my gratitude. Your trust in our team has been both humbling and inspiring. Each success story, every employee empowered, every positive impact on your communities—it all serves as a constant reminder that a business can be a powerful force for good. You are the living definition of Compassionate Service in action, demonstrating how financial success can be attainable and intertwine with positive social change.

But let me not forget the unwavering support that anchored me throughout this journey—my family. Thank you for your endless love, understanding, and encouragement. You are my rock, my cheering squad, and my safe haven. Without your unwavering presence, this incredible milestone wouldn’t have been possible.

Together, we have accomplished much in this first year:

  • Forging partnerships with a diverse range of businesses, each united by a commitment to making a positive impact.
  • Delivering impactful solutions that have brought financial clarity, strategic direction, and empowered leadership to our clients.
  • Cultivating a culture of Unwavering Authenticity, Curiosity Unleashed, and Embracing Failure—a fertile ground where innovation thrives and learning is constant.

However, this is just the beginning. As I look ahead, I do so with excitement and unwavering commitment to our core values:

  • Compassionate Service: We will continue to be a catalyst for positive change, prioritizing the well-being of people and our planet alongside financial success.
  • Unwavering Authenticity: We will stay true to our principles, even when faced with challenges, remaining transparent and ethically grounded.
  • Empowerment Catalyst: We will equip our clients and partners with the tools and support they need to unlock their full potential and become agents of positive change.
  • Impactful Simplicity: We will strive for clear, concise solutions that deliver maximum impact without unnecessary complexity.
  • Purposeful Disruption: We will challenge the status quo, fostering innovation and progress that benefits individuals, communities, and the world.
  • Curiosity Unleashed: We will encourage continuous learning, embracing new ideas and exploring uncharted territories to push the boundaries of what’s possible.
  • Embracing Failure: We will cultivate a culture where setbacks are seen as stepping stones, and resilience is celebrated as a key ingredient for growth.

This is my promise to you. Together, we will continue to build a firm that transcends mere finance, a firm that leaves a lasting positive impact on the world. I invite you to join me on this journey, for the best is yet to come.

From the depths of my grateful heart, thank you for being a part of our journey.


CEO and Founder

February 17, 2024

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About Advising

Advising is a premier management consulting firm that specializes in delivering comprehensive financial advisory services, including Fractional CFO services, Exit Planning, Forensic Accounting, Financial System Strategy and Blueprint Design, and Finance and Business Advisory.

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