Financial Expertise.
Emotional Intelligence.

Providing fractional CFO services, transaction advisory, and personal financial guidance.

 

Welcome, I’m Iris.

Chartered Financial Analyst®
Certified Financial Therapist™

I’m so glad you’re here.

With over 30 years of financial and investment experience, I work with business leaders navigating strategic decisions and individuals and couples moving through life's transitions. As both a Chartered Financial Analyst® and Certified Financial Therapist™, I offer a unique combination: technical expertise paired with compassionate, values-aligned guidance.

My mission is to help you achieve clarity in your finances, confidence in your decisions, abundance in your resources, and empowerment to take full ownership of your financial life - whether I'm structuring your next business transaction, serving as your fractional CFO, or guiding you through a personal financial transition.

The soul of my practice is…

How can I help you

Choose Your Path

Individuals & Couples

Achieve clarity in your finances, confidence in your decisions, abundance in your resources, and empowerment to take full ownership of your financial life. 

Learn more

Corporate

Seasoned financial expertise for businesses at critical junctures: whether you need a fractional CFO, ongoing strategic and financial support, or specialized transaction guidance.

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  • We brought Iris in to improve the financial and accounting processes and procedures for my small business and she has been an invaluable resource.

    I have known Iris for more than a decade and I trust her implicitly as she has a high ethical standard. In addition to helping us on the financial side, Iris started diving into growth initiatives and became a strategic thought partner to me. I can recommend Iris without reservation to any company or individual. She’s a true gem.

    — Dr. Julia Getzelman, Founder & CEO of GetzWell Personalized Pediatrics | Small Business

  • Iris is an outstanding choice for organizations that are too small to employ a full-time CFO but still want to ensure that their accounting and tax procedures are state-of-the-art.

    Iris quickly came up to speed on the accounting issues present for our particular business and reorganized our chart of accounts to produce meaningful and useful financial statements, which now inform our day-to-day business decisions. She also interfaced with our CPAs and redesigned our data capture process around a challenging accounting matter that needed to be addressed. Iris is very bright, personable, decisive, quick to grasp business issues, extremely efficient with her time, and an outstanding professional who is truly a pleasure to work with. She has made immediate and substantial improvements to our business in a very short time.

    — Jonathan Cohen, Joseph Cohen & Del Vecchio PC | Small Business

  • Iris is a miracle.

    Not only has her patient, clear, super-competent financial guidance removed almost all stress from running my business, she's also helped me to save so much money that it has more than paid for her fee! Highest possible recommendation.

    — Michael T. | Business Owner

  • As a self employed independent contractor with no 401k or retirement plan, I reached out to Iris for guidance.

    At 44, I felt a little ashamed not to have approached this sooner. Iris assured me that it was better late than never to discuss my finances. I felt supported speaking with someone that I align with and not just a "financial planner". It was helpful to start the process off by envisioning how I feel about money and how I picture my life in retirement. Being that our life after work encompasses more than money, it was nice to visualize what is most important to me and how best to plan ahead for that future vision. Iris guided me with suggestions on what retirement vehicle would work best for me as an independent contractor and I am excited to embark on investing in myself.

    — Jess W. | Individual

  • Iris is literally a gem - a precious discovery who will increase your wealth materially as well as spiritually.

    She not only shares her financial knowledge - but also her humanity in a deep way that makes me more aware of my own barriers to achieving financial freedom and health.

    — Bonnie W. | Individual

  • Working with Iris made the often anxiety provoking task of looking at my finances not only feel less overwhelming, but actually interesting and fun.

    Iris left me feeling empowered, educated, and interested in my financial portfolio in a way that I never have before. Since working with her, I have a much greater sense of agency and empowerment that will serve me for years to come. Her warmth and encouragement is something I have never encountered before in a financial advisor. I highly recommend working with Iris!

    — Amanda M. | Individual

  • I highly recommend working with Iris.

    I worked with Iris on the heels of a huge period of transition in my life - a divorce - and she was, and continues to be, an invaluable and trusted advisor in helping me re-establish a holistic financial roadmap. She's more than a financial advisor. She looks at the whole person and takes into account quality of life, the nuances of life post-divorce (with children), plus aging parents, and all the other intricacies of modern life. She does so with support and encouragement, and you leave her sessions feeling like it's all possible.

    — Meagan M. | Individual