What We Do
Intentional. Impactful. Innovative.
Aligned leadership becomes your competitive advantage
We partner with leadership teams to gain clarity on what matters most. Through a structured, personalized approach, we support teams in identifying and refining their purpose, mission, values and positioning.
The foundation of any business and team is built upon collaboration and alignment on these four pillars.
Our focused process helps organizations strengthen momentum, sharpen strategy and messaging.
Our philosophy supports aligning on four foundational pillars:
At the heart of our work is the belief that great organizations thrive when their teams think collaboratively and cohesively.
Without shared clarity on purpose, mission, values, and positioning, focus wains, decisions drag, and execution halts.
The Challenge We Solve
What You Gain
We aim to enhance alignment with organizations so strategy can move forward with confidence and intent.
Our Process & Services
We partner with leadership through a structured, objective process designed to clarify foundational decisions and support more effective strategy execution.
We begin by...
...engaging leadership to identify areas requiring greater clarity and focus.
These conversations allow us to develop...
...a tailored set of survey questions with purpose, mission, values, and positioning as the foundational core.
We provide Leadership teams with a questionnaire....
...allowing perspectives of leadership and teams to be captured independently.
Leadership selects level of engagement...
Done with you
We will distribute, collect, and synthesize the responses into an actionable report that highlights areas of alignment as well as meaningful differences in perspective.
Done for you
We will manage distribution and collection of results, synthesize information gathered and moderate discussions that follow.
In completing this process leadership teams are provided with....
Leadership alignment that provides organizational clarity.
Decisions and growth guided by intent.
A more focused and efficient team with clear, strategic direction.
A foundation for messaging and branding.
Done by you
Our "Leadership Alignment Guide" can be purchased for teams interested in learning more about our process and conducting this exercise independently.
Recommended by the Best.
What We Value
Communication
Partnership
Originality
We believe maintaining open lines of communication on mission and values is imperative for individual and organizational success.
We believe team orientation, trust, dedication and respect for each other fosters growth.
Every organization has a unique story that can be discovered by collaborating and aligning on values, mission, and purpose.
Team Members
Francie Heller
Francie’s career spans senior leadership roles at MBIA, Bear Stearns, Houlihan Lokey, Chilton Investment Company, and Arabesque Group where she built and led practices at the intersection of strategy, investment, and institutional relationships. She serves on the boards of Abundance Capital, College Unbound, MyCareGorithm and several other mission-driven organizations. Francie holds degrees from Boston University, the University of Georgia, and Fordham University, along with executive education certificates from Columbia, Stanford, and Harvard University.
Jennifer Michaud
Jennifer’s background spans institutional sales and trading at Goldman Sachs, business development at Arabesque Group, and values-based investing work at Investment Office Resources. She brings a collaborative, client-centered approach to every engagement. Jennifer received her degree from Boston College and is based in the Boston area.
Lauren Detwiller-Knowles
Lauren spent nine years at Goldman Sachs, rising to Vice President in electronic sales trading across New York and San Francisco, before serving as Director of Sales at REDI Global Technologies. Throughout her career she has taken a consultative approach to client engagement — helping organizations strengthen relationships and grow with intention. Lauren received her degree from the University of Pennsylvania and is based in the Boston area.
Our History
Established in 2012, based in NYC, Heller Advisory offered fundraising and marketing services to hedge fund and institutional clients.
With nearly 70 years of combined experience both working for and with investment firms, not-for-profits and corporations, we collectively learned the importance of coordination on these core foundational pillars. Continual discussion and clarity on these elements is critical to fuel decisions made and actions taken.
Adapting to evolving client needs, paired with our sales and marketing expertise we now help organizations align internally on what matters so all team members are clear on strategy and goals. We developed a structured process to guide teams and aid in synthesizing what is most important and how best to communicate their message.
