Financial Structuring & Advisory

Every strong financial position is built layer by layer.

I help individuals and small businesses organize their finances, structure capital decisions, and build a clearer path toward their goals — the same way a capital stack is built: from the foundation up.

Start a conversation See how it works

FoundationOrganization & structuring
AnalysisModeling & review
AdvisoryOngoing guidance
StrategyCapital & growth

How every engagement is built — foundation up

The Method

Four layers, built in order — nothing skipped.

Layer 4 — Top

Strategy

Capital structuring guidance and growth-oriented decisions, once the foundation below is solid.

Layer 3

Advisory

Recurring one-on-one sessions and clear, ongoing financial communication — structured, milestone-based engagements.

Layer 2

Analysis

Custom financial models, comparables analysis, pro forma projections, and financial statement review.

Layer 1 — Foundation

Financial Structuring

Consolidating and restructuring banking setup, account organization, and cash flow & capital planning — the base everything else stands on.

Selected Project & Deal Experience

Where this thinking comes from.

Ashford Inc. — Development Team

Project Development Intern

Built a $50M acquisition capital stack model and hotel comparables analyses
Authored full investment memoranda for hospitality development projects
Produced financial statement analysis memos, including 10-K review and capital structure (WACC) analysis
Delivered a 38-slide executive pitch deck presented directly to company leadership

Client Engagement Model

Priced for outcomes, not the clock.

Initial Engagement — Pilot

$350 / session

Four-month pilot, eight sessions, biweekly cadence
No booking deposit required
Sessions are not time-capped — each runs until its objective is complete
A mutual trial: either side can step back at the end, no penalty

Renewal

By agreement

Fixed 3–4 month terms, renewed by mutual written agreement
Terms confirmed in writing before any renewal begins
Reflects continuity and context built during the pilot

Every engagement begins with a confidentiality agreement, and advisory work is strictly advisory — I never take transactional access to a client's accounts or assets.