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Small Business Coaching
We will explore your current situation and together create a plan that addresses your specific business needs. One on one coaching takes place in person or via Skype. Using Dave Ramsey’s methodology of prioritizing financial actions, we will form a plan to create a reserve in your business to eliminate cash flow issues, attack your business debt, and ensure the best legal structures are in place to minimize personal financial risks associated with small businesses.
Areas normally explored include:
Reserve Funds
Cash Flow Planning
Cash Management
Insurance Review
Short and Long Term Savings Goals
Retirement Saving
Tax Efficiency
Best Business Practices
Legal Structures
Exit Strategies
Small Business Coaching entails an initial hour-long coaching session which addresses your three most pressing concerns resulting in a plan of action. Annual or Quarterly support can enhance your success with unlimited telephone and internet support and monthly or quarterly meetings to keep you on track. Contact us to schedule a Free Telephone Consulation .

All coaching is confidential and your financial information is kept secure with restricted access.

"We have been able to encourage this method for our adult children as well and they have embraced it."
- Lisa C.
  FPU Student