Business Owners

Financial Planning

Every person’s situation is different, so everyone’s financial plan should be different. Business owners take that uniqueness and add layers to it with a personal and professional financial plan. Because of this, they have a near-endless series of options, decisions, and responsibility that comes with that freedom. Our team takes the time to educate clients on their options and opportunities for retirement, insurance, and personal financial planning as a business owner. 


Business Coaching

Business ownership comes with a lot of responsibilities. It comes with serving the clients as best you can. It comes with serving the team or staff that is in place to make sure that your workplace is a place that people want to actually be. It also comes with serving the business itself, making sure that if growth or change needs to happen it can. As the business owner, your job is to make sure all of these things happen. And sometimes you need some help in one of those areas; client service, staff and company service, or business service. That’s where we come in. We sit down to work with you to learn about your needs, your team, and your goals and then personalize an approach that can improve the profitability (and enjoyability!) of your business in the present and beyond. 


Our Business Coaching Process

First, we sit down with you and your business partners to learn about you—what your goals are, what your problems are, and what your time and bandwidth issues are. We then put together a proposal of how much time it would take to address your most urgent needs. After that, we present the proposal to you of all the work we plan to do for you, what it will cost, and how long it would take. No hidden fees, no surprises. Our service agreements have monthly renewing fee schedules which are cancelable at any time with no termination fee. We want to earn your business, not steal it, so if you don’t feel like you’re getting your money’s worth, you tell us and stop paying.