Ready to Develop
your Fintuition?

Fintuition White F Mark

It started with a single sentence…

“We will make a businesswoman out of you.”

When Founder Michaele Morrow Esdale left academia for investment banking, she brought with her a PhD, CPA, a national research ranking, a full professorship, and years of leadership in tax and accounting. Still, one sentence from her new boss made it clear: since she had never owned her own business, she wasn’t considered a “businesswoman.”

This was the catalyst to add a new title to her résumé: Founder.

In 2023, Fintuition Advising was born from that comment. Instead of accepting the narrative, Michaele reframed it: anyone, regardless of past experience, can build business and financial confidence. They just need the right clarity, tools, and support.

Dan Esdale joined the firm in 2025, adding a seasoned Chief Marketing Officer to the team to partner with our clients on growth and branding goals. Today, Michaele and Dan work side-by-side with individuals, small businesses, and nonprofits to solve complex financial and business challenges by integrating tax planning, preparation, and growth insight. Our work is grounded in partnership with clients to move them forward with confidence and a deeper understanding of their goals. Together, we help you define and achieve a sustainable future state that is measurable and rooted in your unique vision

Why Fintuition? An Integrated, Advisory Approach

We’ve worked across numerous sectors and industries in our careers, as employees and consultants. We formed Fintuition Advising because we have one thing in common, forged during our time in higher education…we love helping others focus on what they do best. That’s why we integrate:

  • Business Strategy

  • Tax Planning and Preparation

  • Growth Marketing

  • Fundraising Strategy

  • AI Adoption and Training

  • Upskilling Workshops and Retreats

This cross-functional approach allows us to support both immediate decisions and long-term growth for a myriad of clients, providing guidance that is practical, strategic, and tailored to each unique goals and situations.

A graphic showing someone leading a workshop

The Fintuition Duo Trio

Michaele smiling for the camera

Michaele M. Esdale, PhD, CPA, CFT

Meet Michaele

Founder & CEO

Dan sitting down and smiling for the camera

Daniel J. Esdale, MBA

President & Strategic Growth Advisor

Meet Dan
Our dog Ollie lying down on a chair in the office

Ollie Esdale

Head Office Napper

FAQs

Michaele taking our dog Ollie on a hike on a dirt road

Do you charge for the first consulting session?

For tax and financial therapy engagements, we do charge an hourly rate for the initial session, which provides informed, actionable guidance.

For growth marketing, workshops, and coaching, the first session is typically a complimentary discovery call focused on understanding your needs and determining fit.

What are your rates and how do you charge for projects?

It depends on the engagement and scope of work. Some engagements are flat fee, but we generally track hours to keep things simple, transparent, and flexible. For hourly engagements, we provide regular reports on hours worked so you always know where things stand in relation to scope of work and budget. No surprise bills!

I need my taxes done right away — can you help?

We do everything we can to accommodate clients during busy periods, but as a boutique consulting firm, we don’t take on more than we can handle while maintaining the high standard of service we’re known for. The closer we get to tax season, the tighter our schedule becomes — so early outreach is always best using the form below!

I feel ashamed I am so behind with tax obligations. Can you help?

We have seen it all and we aren’t here to judge. We start where you are.

What types of clients do you work with?

Fintuition works with individuals, small business owners, nonprofits, leadership teams, and higher education institutions. Our clients range from first-time tax filers to seasoned executives and Boards of Directors seeking strategy, clarity, and growth.

Can you help with both personal and business tax needs?

Yes — Fintuition Advising is experienced across the full spectrum of tax preparation and strategy. We handle individual, business, trust, estate, and international filings, offering comprehensive compliance and planning services tailored to your unique circumstances.

Do you work virtually or on-site?

Both! Again, this depends on the needs of our client and the scope of work. We travel to client sites for engagements that require face-to-face interaction, but work virtually whenever possible to keep travel costs to a minimum.

Where are you located?

Fintuition Advising is located in the Charlestown neighborhood of Boston, Massachusetts.

Does Fintuition Advising have a mascot?

We sure do! Our three-year-old Australian Cobberdog Ollie can sometimes be heard in the background.

Follow Fintuition on Instagram!

Dan and Michaele share insights and videos daily on the Fintution Advising Instagram channel. Follow @FintuitionAdvising and stay in the know!

Thinking about starting your own business? The opportunities are endless.
Happy Thursday! How’s dry January for your money going? Happy to report the Esdale household is mostly on track, though this post resonates because after a long day, the last thing I want to do is cook. But our goal for this month (and next)
Happy Thursday! How’s dry January for your money going? Happy to report the Esdale household is mostly on track, though this post resonates because after a long day, the last thing I want to do is cook. But our goal for this month (and next) is no eating out / ordering in, so I’ve been more intentional about making sure I have the ingredients I need for dinner each night, and even giving us a few choices in case we don’t want what’s “on the menu.” Are you doing dry January? What are your tricks for making sure you eat what’s in your fridge?
Happy Wednesday! Tax influencers might equal an audit? Listen up and stop listening to influencer trash.
Happy Tuesday! Last week I reached a milestone 1,000 posts on Instagram. In fact, I’ve posted every single day since I started this account. I set this as a goal when I started Fintuition - I wanted a place where I could share knowledge and tho
Happy Tuesday! Last week I reached a milestone 1,000 posts on Instagram. In fact, I’ve posted every single day since I started this account. I set this as a goal when I started Fintuition - I wanted a place where I could share knowledge and thoughts about money with folks I work with and anyone else who was interested. I never wanted to be an influencer or even have a lot of followers. Just followers who cared about my content and found it useful. I hope you get something out of my posts, even if it’s just admiring a cute dog when Ollie shows up. By the way, routine and consistency for the win. Every time.
Just itching to start 2025 taxes? A few things you can do now.
Feeling the 2026 scaries? Is it taxes? Finances? Work? Running your business? If you need a partner, reach out.
Feeling the 2026 scaries? Is it taxes? Finances? Work? Running your business? If you need a partner, reach out.
Happy Saturday! When was the last time you cleaned out your tax and financial closet?
Happy Friday! Let's talk about giving yourself grace to get out of sticky financial and tax situations, but then resolving to work with someone to move on and not fall into the same traps in the future.
Happy New Year! 🎊 2025 was a big year of reading for me - 153 books. I did a slow scroll through my Reading List app, you’ll see that it was entirely fiction this year. Mostly good, a few great, and only a few that I didn’t finish (they
Happy New Year! 🎊 2025 was a big year of reading for me - 153 books. I did a slow scroll through my Reading List app, you’ll see that it was entirely fiction this year. Mostly good, a few great, and only a few that I didn’t finish (they didn’t make the cut for the scroll or the count). I often get asked how I read so much. Y’all know I work a lot, and I have a pup who requires a lot of long walks. The secret? I don’t really watch TV at night. By the end of the day, I’m tired of screens and reading is my relaxation. I also take a book with me everywhere so I can catch a few chapters in the bus or the train. Not everyone is a reader and I totally get that. But if you want to read more in 2026, I have a few tips: 1. Read what you like, not what everyone tells you that you should read. 2. Don’t keep reading if you hate a book. I usually give it 50 pages. Life’s too short and there are too many books. Put it down and move on. 3. Put your phone away when you want to dive into a book. Silence it. Really let your brain sink in and enjoy. 4. I’m not an audiobook person, but if you are, yay! It’s like a podcast…but for reading. 5. To go to the next level, set a goal of exposing yourself to writers who write about countries, cultures, and lifestyles different from yours. It’s amazing what it does for your ability to be empathetic. 6. Support your local library. Reading is not a punishment, like many kids felt when they were first exposed to reading. It should be an escape, a journey, a peek into another world, a key to learning something new… Happy Reading in 2026! 📚 P.S. I would love to hear your recommendations, and I’ll have some nonfiction recommendations coming this year.
Happy New Year's Eve! Big news from Fintuition...@danesdale is joining the team!
Thinking about starting your own business? The opportunities are endless.
Happy Thursday! How’s dry January for your money going? Happy to report the Esdale household is mostly on track, though this post resonates because after a long day, the last thing I want to do is cook. But our goal for this month (and next)
Happy Wednesday! Tax influencers might equal an audit? Listen up and stop listening to influencer trash.
Happy Tuesday! Last week I reached a milestone 1,000 posts on Instagram. In fact, I’ve posted every single day since I started this account. I set this as a goal when I started Fintuition - I wanted a place where I could share knowledge and tho
Just itching to start 2025 taxes? A few things you can do now.
Feeling the 2026 scaries? Is it taxes? Finances? Work? Running your business? If you need a partner, reach out.
Happy Saturday! When was the last time you cleaned out your tax and financial closet?
Happy Friday! Let's talk about giving yourself grace to get out of sticky financial and tax situations, but then resolving to work with someone to move on and not fall into the same traps in the future.
Happy New Year! 🎊 2025 was a big year of reading for me - 153 books. I did a slow scroll through my Reading List app, you’ll see that it was entirely fiction this year. Mostly good, a few great, and only a few that I didn’t finish (they
Happy New Year's Eve! Big news from Fintuition...@danesdale is joining the team!

Ready to listen…

Everyone deserves to feel empowered in their financial decisions, and Fintuition Advising is committed to helping you make that a reality.

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“Fintuition Advising is built around a simple idea: working with an expert to solve a problem should make things more clear, not more complicated. After years as executives ourselves, we wanted to offer the kind of partnership we always looked for — one that merges financial precision with strategic creativity and a focus on measurable outcomes.”

— Michaele and Dan