WELCOME TO VERDI ADVISING
Taking the overwhelm and fear out of your finances and equipping you with the knowledge to make it joyful and secure
ONGOING FINANCIAL & FAMILY OFFICE SUPPORT
FINANCIAL COACHING & CLARITY
SUPPORT FOR BUSINESS OWNERS
Verdi Advising services are designed for busy individuals and couples who are tired of feeling frustrated and scared by their finances
COACHING
Best for: Individuals and Couples who want to create systems and learn how to manage their finances on their own
All coaching services are individualized to meet clients’ specific needs. Examples of common coaching goals include:
Detailed analysis of current financial standing
Determination of financial goals and action plans
Individualized support that helps clients follow through with action plans
Creation and implementation of financial systems that are easy to maintain and support clients’ goals
Financial modeling to analyze different financial options (i.e. retirement planning, debt management, income changes, savings, etc.)
Organization systems for financial documents and information
BUSINESS STRATEGY & SUPPORT
Best for: Business owners looking for financial expertise and support to take their organizations to the next level
Monthly Business Strategy & Support Packages include consulting, coaching, and support in the following areas:
Bookkeeping
Financial Strategy
Financial Operations and Management
Pricing Services & Products
Expense Analysis
Account Systems and Maintenance
Projections
Debt management
Ongoing financial & family office support
Best for: busy individuals and families who need high-touch financial administration & strategy support
For families, entrepreneurs, and households with complex financial lives, I provide family office–style services without the investment management. Think of me as your personal CFO: I organize, oversee, and simplify your financial world so you can focus on what matters most.
Services may include:
Bill pay (Accounts Payable)
Invoicing (Accounts Receivable)
Payroll processing
Monthly bookkeeping
Reconciliation of bank and credit card statements
Preparation of monthly, quarterly, and annual financial statements
Coordination with your CPA, attorney, and/or insurance providers
Weekly, monthly, or quarterly financial strategy calls
As needed guidance as new challenges arise
Retainer Options:
Essential Support – Starting at $1,000/month
Bill pay, bookkeeping, and quarterly strategy calls.Comprehensive Support – Starting at $2,000/month
For families with multiple income streams, businesses, or properties. Includes monthly calls and coordination with outside professionals.Premium Support – Starting at $3,500/month
For highly complex households, including multi-generational planning, weekly touchpoints, and extensive administrative support.
To learn more, schedule a call below, or reach out to Caroline at caroline@verdiadvising.com
