The Noble CFO SystemTM

The Noble CFO System guides you through five clear stages:


Stage 1: The Calling


Purpose: Decide if this path is right for you — not just as a profession, but as a calling.

Core Themes:

What it means to be a Noble CFO

The Noble CFO System: Stewardship of Profits, People, Partners, and Places

Vision–Founder Fit: Aligning your life, values, and business

Assessing readiness: Is this something I want to do, can do, and can succeed at?

Designing your personal “Why”

The mindset of service, integrity, and stewardship

You’ll learn:
How to build your business without selling out your integrity — and how to align who you are with what you do.


Stage 2: The Business Framework


Purpose: Bridge the gap most financial professionals face — knowing the numbers but not the business.

Core Themes:

Nail Your Niche: Who you serve, what problems you solve, and how you bring value

Pain-to-Purchase Messaging: Turn client struggles into solutions they trust

Your USP (Unique Stewardship Proposition): What sets you apart as a Noble CFO

Productization: Design offers that deliver results and protect your time

The Business Plan: Build a living plan that defines your vision, model, and strategy

Traffic Systems: Targeted outreach to ideal referral partners, content marketing and brand visibility, personal network and warm referrals

You’ll learn:
How to think and act like an entrepreneur, not just a technician — creating a business model that scales sustainably and serves generously.


Stage 3: Networking


Purpose: Learn how to turn authentic relationships into opportunities that compound over time.

Core Themes:

Know Your Service and Value: How your work relieves owner stress and empowers growth

Start with Warm Contacts: Tap into existing trust to create momentum

Expand with Intention: Move from familiar circles to new markets and verticals

Intro Meetings that Matter: Lead with curiosity, listen well, and deliver small wins

Your Networking Game Plan: A repeatable system for meetings, follow-ups, and referrals

You’ll learn:
How to build a network that works 
for you — grounded in authenticity, generosity, and integrity.


Stage 4: Selling


Purpose: Replace the fear of “sales” with confidence in your service-driven value.

Core Themes:

Servant Selling: Redefining sales as service and partnership

The Business Owner Mindset: Understanding entrepreneurs (E-Myth: Entrepreneur, Manager, Technician)

Financial Discovery: Ask questions that uncover pain and potential

Value-Based Pricing: Replace hourly billing with outcome-driven proposals

Closing with Confidence: How to write, present, and win with integrity

You’ll learn:
How to sell without “selling” — by leading meaningful conversations that result in trusted, recurring partnerships.


Stage 5: Delivery


Purpose: Deliver work that creates transformation, not just transactions.

Core Themes:

Onboarding for Trust: The first 90 days that set the tone for long-term success

Communication Rhythms: How to keep clients informed, confident, and connected

Quick Wins & Early Value: Build confidence through clarity and cash flow insights

Strategic Partnership: Shift from reporting to advising

Grace in Business: Handling conflict, mistakes, and change with professionalism and empathy

Lifetime Clients: Steward relationships that span years, not months

You’ll learn:
How to deliver results that build loyalty — creating clients who stay, refer, and advocate for you long-term.


Office: Aurora, CO

Call 425-931-3430

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