integrative financial services logo


Gain Ultimate Financial Control: Our Services

Navigating your finances can be a daunting task, especially when you want to grow your business or need to regain control over its finances. This is where Integrative Financial Services can help, ensuring you stay not just on track, but ahead of the curve.

With our unique pillars of service—Synergy, Strategy and Success—we provide a comprehensive suite of key executive services tailored specifically to help your organization flourish.

woman balancing finances

Years of experience

The Benefits of Working with Us

At Integrative Financial Services, we understand the challenges businesses face, particularly credit unions, in maintaining financial strength and compliance.

Our extensive financial services are designed to offer both depth and breadth of financial expertise without the full-time commitment. Through our offerings, businesses not only regain control of their finances but also tap into new growth opportunities.

Fractional CFO Expertise

Take full advantage of a CFO’s expertise when you need it, ensuring your finances are always in expert hands without the need for a full-time commitment.

Tailored Financial Services

Each business is unique, and our financial services reflect that. By understanding your organization's core values and objectives, we offer solutions that resonate with your goals.

Focused Growth

Our services aim to not only manage your finances but to also identify and leverage opportunities for growth and expansion.


How Can We Help You?

Your success is our mission. Let us be your financial compass, guiding you to new horizons and helping you realize the full potential of your business.

Discover the power of collective growth and how aligning your team's vision can lead to unparalleled success.
Learn how strategic financial planning, competitive positioning and performance improvement will ensure your business is always a step ahead.
Regain control and optimize your finances, productivity and operations, and watch your organization thrive.