All clients go through a comprehensive on-boarding process to set them up for success right away.
Clients complete 10 hours of pre-work and then we meet to develop your business plan.
- Mindset Principles
- Long-term Business & Life Goals
- 3 Year Plan
- 90 Day Action Plan
Clients meet with our business partner for a complimentary review or your current Financial plans and money management
Having a business plan is just the beginning, we also need to have a financial plan. Are we set up for retirement? Personal success goes hand in hand with business success. A personal financial advisor helps clients accumulate, enhance and protect their wealth which is paramount.
Clients will obtain quotes in a number of areas in their business to determine if there are opportunities to get reductions in costs.
- Business Phones
- Mobile Phones
- Business Insurance
- Health Benefits
- Payroll
- Accounting
All Clients are required to produce the financial statements listed below. If they do not have these processes in place, I introduce them to my CPA business partner for a complimentary consultation to ensure they have their financial tracking house in order.
- 12 Month Budget
- Weekly Cash-Flow Projections out 4-12 weeks
- Break-Even Analysis
- Monthly P&L
- Monthly Balance Sheet
I am a certified Business Coach, providing business help, business advice, business coaching and mentoring services to successful and emerging business owners. I have a passion for helping businesses like yours grow and become profitable, so you, the business owner can enjoy the lifestyle you deserve.
As your Business Coach and advisor, I will help you deliver the results you desire using proven tools, methodologies and systems, tested and perfected over tens of thousands of businesses worldwide for over more than two decades. I will hold you accountable for your results and just like a sports coach, push you to perform at optimal levels. Let's schedule a complimentary Business Coaching session to get started.
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