About Us

WELCOME TO LIGHTHOUSE ADVISORY

Our mission is to help small businesses achieve their full potential through smart financial planning and strategic management consulting services. We know how overwhelming it can feel when you’re running a business and pulled in so many different directions. Whether you need advice on a single project or assistance in developing and executing multi-year strategic business plans, Lighthouse Advisory has you covered.

Taking the next step may seem intimidating, but it’s my goal to understand what your needs are and to help you put a plan in motion. If the questions below sound like you, give us a call. We’re here to talk through how we can help get you back on track!

- Are you struggling to understand financial data from your system, or keep information outside of a system completely?
- Do you constantly feel like you’re reacting to situations or scrambling to prepare come tax time?
- Are you tracking your biggest challenges and barriers to success?
- Do you know which of your products and services are most profitable and how to reach those customers?