McMurtry Financial Services, LLC


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Upcoming Events



Women's Entrepreneurship Week: Organizing Your Business Finances



5/7/2025



Join Cheryl at Women’s Entrepreneurship Week 2025 for "Organizing Your Business Finances" on Wednesday, May 7 from 10:30-11:45 AM!


It’s time to take control and get your finances working for you. This session is an empowering session designed to help women entrepreneurs ditch the stress, get organized, and build a financial system that fuels success. We’ll break down budgeting, cash flow, and smart money moves in a way that’s simple, actionable, and designed to keep your business thriving.


Save Your Spot

Beyond The Books: Building Financially Strong Coaching Practices



5/14/2025



If you're a coach ready to take control of your business finances, don’t miss this!


Join Cheryl J. Muldrew-McMurtry for Beyond the Books: Building Financially Strong Coaching Practices, on May 14 at 11:30am, for a powerful session designed to help you gain clarity around pricing, systems, and scaling your business with confidence. You’ll walk away with real tools and strategies to grow a financially solid coaching practice.


Register Here

Culture of Racism, Recovery & Resiliency (CR3) Series



6/12/2025



Discover the Culture of Racism, Recovery & Resiliency (CR3) Series, a transformative program exploring the impact of racism and fostering paths toward healing and resilience.


This series takes place the third Thursday of each month and our President and Founder Cheryl McMurtry will lead the Financial Literacy As A Community Building Tool session on June 12, 2025.


Register Here

Past Engagements



Funding Forward - UW-Madison Extension



4/19/2024



Small business owners and organizational leaders are often looking for trusted resources and information to strengthen and increase their financial capacity. Providing access to resources in our community for business owners of diverse backgrounds and socioeconomic status will strengthen the longevity of small businesses and nonprofit organizations in Southeast Wisconsin.


Watch Now

Media



Money Sense Podcast featuring Karen Ellenbecker and Cheryl McMurtry



4/11/2023



Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming Financial Symposium on overcoming challenges for thriving diverse businesses.


Listen Now

TMJ4 - The Morning Blend with Cheryl McMurtry



4/19/2024



Small business owners and organizational leaders are often looking for trusted resources and information to strengthen and increase their financial capacity. Providing access to resources in our community for business owners of diverse backgrounds and socioeconomic status will strengthen the longevity of small businesses and nonprofit organizations in Southeast Wisconsin.


Watch Now

What is Your Money Communicating to You with Cheryl McMurtry



3/05/2021



On this episode of Communication Guru podcast, Tim welcomes a money expert, top accountant, entrepreneur and business owner, Cheryl J. McMurtry.


Listen Now



Connect. Partner. Grow.



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