You built something great. Now it’s time to make it sustainable
Momentum Advisory is a strategic growth partnership for founder-led service businesses ready to remove bottlenecks, strengthen leadership, and regain momentum.
This isn’t about doing more. It’s about fixing what’s underneath.
WHO THIS IS FOR
You’re a committed business owner leading a growing team.
On the outside, things look successful.
On the inside, everything still routes through you.
You’re:
Making too many decisions
Holding too much context
Managing instead of leading
Struggling to step away without things slowing down
Growth didn’t break your business. It exposed what was never designed to scale.
On paper, everything looks under control.
In reality, momentum feels fragile.
Minor issues spiral into major disruptions
Growth feels heavier instead of easier
Progress stalls without your constant oversight
Your team is stretched thin and reactive
The business grinds to a halt without you
Execution slows as complexity increases
When every decision, fix, or escalation depends on the founder, the business becomes constrained by the very person who built it.
How Momentum Advisory Works
Momentum Advisory begins with a full diagnostic of the business.
We assess where growth has outpaced structures, across leadership, operations, execution, and decision flow to identify what’s actually limiting momentum.
From there, we guide founders through our proprietary:
Clarity → Momentum → Results framework to redesign how the business operates.
That work may include clarifying leadership roles, establishing weekly operating rhythms, improving visibility into performance and financials, refining offers, or introducing automation only where it meaningfully reduces founder involvement.
The outcome is a business that runs with more structure, more capacity, and less reliance on the owner to hold everything together.
Client's Results
A glimpse into what changes when bottlenecks are removed.
BEFORE: Bottlenecks & Burnout
Most of my clients come to me feeling stuck in the weeds:
Everything runs through them
Their team is unclear on roles
Growth feels reactive instead of strategic
AFTER: Clarity, Confidence & Control
Here’s what changes when we work together:
Clear leadership structure so the founder isn’t the bottleneck
Defined roles and ownership across the team
Systems that support consistent, strategic execution
Increased capacity for revenue-driving work
Real ability to unplug without the business stallinge
“That call was a turning point. I left with so much clarity and knew exactly where to focus. I can’t believe how fast things shifted.”
Mike, COO, Boutique Social Media Strategy Firm
From Chaos to Clarity and a 13% Revenue Boost
After just one session, we removed key bottlenecks in her business. That clarity? It gave her the space to refocus on revenue and it worked. She increased revenue by 13% the same day.
Founder, Image Consulting & Styling Firm
This isn’t coaching. This is operational transformation.
MEET KATE
Founder, Momentum Advisory
I spent 20 years as a COO and strategic growth partner in high-growth environments. I built strategy, executed at scale, improved broken processes, and solved the kind of operational chaos that keeps founders up at night.
Now I do that work for service-based business owners who've built something successful—but realize they've also built themselves into a corner.
If you're making $250K–$1.5M+ but still working 50–60 hours a week—personally involved in every client delivery, decision, and bottleneck—you don't need another course or coaching program.
You need operational infrastructure.
This is not coaching. This is not theory. This is strategic partnership with a COO-level operator who's actually built and scaled complex organizations and knows how to diagnose what's broken and design what works.
I help founders move from being the system to building the system. We create clarity around priorities, remove bottlenecks through delegation and process, and build scalable revenue models that don't require you to personally deliver every outcome.
Every engagement is customized because no two businesses are the same. But the framework is consistent: clarity on what actually matters, momentum by removing bottlenecks, and results through scalable systems you own when we're done.
I'm also a mom and the founder of Birdie's Hope Foundation, a nonprofit that provides financial, emotional, and spiritual support to children facing life-threatening diagnoses. That work taught me what it means to lead under pressure, make decisions with incomplete information, and build systems that hold when everything else feels uncertain.
It's the same lens I bring to my clients.
I believe sustainable growth isn't built on hustle or heroics. It's built on clarity, structure, and execution.
If that's the work you're ready for, let's talk..
Let's Work Together
Let’s turn your momentum into long-term clarity.
You’ve done the hard work of building. Now it’s time to clean up what’s behind the scenes so your growth feels aligned, sustainable, and easeful.
Schedule a complimentary consult to explore how Momentum Advisory can help.
We’ll walk through what’s working, where the friction lives, and how we can create space, systems, and visibility together.
Schedule your free 45 minute consulting call below to see if we are good fit: