You May be a Small Business……But You Still Have Big Needs…..We Understand that and Want to Help!

emma-matthews-973230-unsplash.jpg

What We Offer and why us…

"Growth is the great separator between those who succeed and those who do not. When I see a person beginning to separate themselves from the pack, it's almost always due to personal growth." -John C. Maxwell

  • You want personal financial planning with the input of a business coach

  • You need a CFO without hiring a full time CFO

  • You struggle understanding what to pay yourself

  • You find business and personal funds and expenses are not well defined

  • You need help budgeting around a variable income

  • Your business is growing but your personal finances are stagnant or in trouble

  • You are looking for ways to fill in the insurance and retirement benefits not provided by an employer.

Service would include a monthly check in with an in depth sit down once a quarter.

Both business and personal financials will be reviewed and a customized plan will be created to work towards achieving your personalized goals.

Cost

  • $325 a month; OR

  • Save $300 per year and pay $1,800 semi-annual in advance!