About me
I grew up in the snow covered wilderness of Libby, Montana.
I noticed early in life that money was a source of stress for my parents. The stress came from the constant challenge to make ends meet.
Because of this, eliminating financial stress has always been an area of interest. So much so, that the day I turned 16, I got a job at McDonald’s and started investing at Edward Jones.
When I moved to New York, in 2001, my interest in finance rose to a new level. It was the home of $200 flip flops! It felt like it cost to breathe. The wealth people accumulated seemed mythical. Like finding out your best friend has a pet unicorn.
My mind buzzed, how did “they” do that?
"Logic will get you from A to B. Imagination will take you everywhere." Albert Einstein
Money magic
I found that question so interesting that, with the help of a friend, serendipitously named Mr. Worth, I spent three years in the lair of millionaires and billionaires. This experience help me uncover a lot of illusions about money, and gain a real world experience of how to make my money work for me.
It was about this time that my best friend confessed that he had $19,000 of credit card debt. I offered to help. In his endearing European accent he replied, “ I don’t take charity.” “Then pay me.” I quipped. “I can help you!” Before I knew it I had a blooming private financial planning practice.
"The biggest adventure you can ever take is to live the life of your dreams." - Oprah Winfrey
Becoming a fractional CFO
As the decades went by, I started noticing a shift—more and more clients came to me with small businesses. Since their livelihood was tied to the health of their business, I naturally began focusing on improving their financial stability. I fixed cash flow issues, optimized profit margins, and provided guidance during periods of rapid growth. I also helped them prepare for the perfect exit when they were ready to sell.
It became clear—I had found my true calling. Fractional CFO work for small businesses was my superpower. By 2023, I stopped taking on personal CFO clients, unless it directly supported my business clients.
"If it doesn't scare you, you're not dreaming big enough"
Tory Burch
Professional Bio
Trice earned her B.F.A. at SCAD. She earned her Certificate of financial planning at NYU. She has been a and is a registered CFP®. She is also an Accredited Behavioral Finance Professional.
She has 16 years of professional experience helping individuals and small businesses achieve their financial goals as a fractional CFO.
She specializes in solving cash flow issues, managing cash flow, budgeting, financial modeling and projections, crafting financial strategy, and optimizing profit margins.
Schedule a Consultation
A 15 minute phone call could make you $100,000 or more. Schedule a discovery call today.