Financial Coaching
Working one on one, we can develop smart goals to take you from your current situation and help you arrive to a new financial future.
Monthly Budget Planning
Let’s work through our “10 Point Analysis” to pinpoint what money you have coming in and where that money needs to go. The end result is a monthly budget that allows you pay all of the bills, get out of debt, and build your wealth month by month.
3 P’s of Business (People, Process, and Profit)
Whether you are just starting your business or have been around for awhile, we can help you work through any people, process, or profit challenges you are experiencing so you can accelerate your potential.
Small Business Services
We all need help to maximize our employees potential and provide the best customer service possible. We provide an array of workshops including public speaking, team development, customer service 101, and many more. Together we can help turn the page on your customer experience.
Sessions
Initial Phone Consultation Includes:
• 30-minute phone conversation where we will review your financial and/or business goals and determine the best program for youDiscovery Session Includes:
• 2-HR coaching session • Developing a maintainable budget • Finding and addressing unnecessary spending • Establishing an expense tracking system • List of actionable steps towards goals • Your own financial accountability partner with 100% confidentialityAdditional 1-HR Coaching Session Includes:
• 1-HR coaching session to build upon any previous goals developed and/or next steps to develop your wealth and business
