Fractional CMO services for Financial Services and Health & Wellness companies ready to level up their positioning, GTM strategy, and marketing systems.
Brand & Positioning Strategy
Go-to-Market Planning
Scalable Marketing Systems
Marketing Consultation

To help founder-led, PE-backed, and institutionally funded businesses in complex industries unlock clarity, discipline, and growth through better marketing.
Transform how companies, mainly in the Financial Services and Health & Wellness sectors connect, convert, and scale—by making marketing make sense.
Led by Kirby Monestime, a 20+ year marketing executive with a proven record across finance, healthcare, dental, and wellness. From American Express and GE to high-growth DSOs and digital-first wellness startups, Kirby brings both Fortune 100 rigor and founder empathy.
Kirby Monestime is a strategic marketing leader who blends deep experience in customer acquisition, content strategy, lifecycle marketing, and executive coaching. He's driven over $30M+ in attributed pipeline, scaled teams across 40+ countries, and led initiatives that transformed marketing from chaotic to clear.
We help Financial Services and Health & Wellness companies turn marketing complexity into clarity, consistency, and revenue. As a Fractional CMO, Kirby builds marketing systems that are built to scale—with clear positioning, disciplined go-to-market execution, and mindful storytelling that connects.
Whether you’re founder-led, PE-backed, or institutionally funded, our work helps you:
Align your team around a unified marketing direction
Clarify your brand voice and message
Build systems that generate measurable growth
A proprietary 7-step marketing system for trust-based, regulated industries
The MOMENTUM Method™ is a proven, strategic system I use as a Fractional CMO to help organizations in financial services, healthcare, and wellness accelerate growth without sacrificing trust, compliance, or clarity.
This method was designed specifically for businesses in regulated, reputation-sensitive industries that struggle with marketing complexity, underperforming pipelines, and team capacity gaps.
We layer in storytelling and mindful marketing principles—using positive, values-driven messaging, gratitude-based brand voice, and content that builds trust. This approach works especially well in industries where connection, credibility, and care matte
We specialize in helping:
Financial Services firms seeking to modernize their marketing without losing trust
Health & Wellness companies looking to stand out in crowded, noisy markets
Businesses with 25–100+ employees and annual revenue between $10M–$50M
Companies that are Founder-led, PE-backed, or Institutionally funded
Kirby Monestime is a Fractional CMO, strategist, and growth operator with 20+ years of marketing leadership across Fortune 500s and emerging brands. His experience spans global brands like JPMorgan Chase, General Electric, and American Express, as well as multi-location healthcare organizations and wellness innovators.
He’s known for blending corporate discipline with entrepreneurial insight—and for helping teams stop spinning their wheels and start scaling with intention.
Kirby’s superpower? Translating complexity into action, and action into revenue.

Craft a positioning strategy that makes your brand the obvious choice. We uncover what truly sets you apart and translate that into messaging that builds trust and drives action.
Develop disciplined marketing plans that align with your revenue goals. Includes launch strategies, channel prioritization, campaign frameworks, and GTM roadmaps.
Build systems that support growth. From lead flow automation to content ops and performance dashboards, we simplify complexity into measurable progress.
Workshops, keynotes, and marketing advisory sessions for leadership teams and marketing staff. Ideal for companies seeking to upskill internal talent, align teams around growth goals, and embed marketing best practices into the organization.
4-Week Strategic Audit
90-Day Growth Accelerator
Ongoing Advisory & Execution Support
Custom proposals. Typical engagements range from $6,000–$18,000/month.

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