We love how you care for our communities' mental and emotional wellness; let us care for you.
By providing routine care on your business finances throughout the year, you give yourself the gift of self-care. And it's a gift that keeps giving!
You've many financial concerns, and some of them are:
- Having a cloud over your head on whether to continue as a sole proprietor or incorporate.
- Worrying if you are paying excessively in taxes or if your business is not adequately protected.
- You feel like you don't know what you don't know about running the financial side of a business and are unsure which direction to go.
- It would help if you had someone knowledgeable in your industry to break things down well at your pace.
- You want to ease your anxiety and worry over how to manage your finances effectively.
A plan to get the peace you deserve
- You give so much to others; you deserve to get the attention you need to build a sound and practical financial plan.
- We want to make life and your finances as easy as possible for you.
- We'll meet regularly to answer your questions and discuss the financial health of your business.
- You'll get valuable insights into your business data for smart decision-making with no jargon.
How we help you get there
First, fill out a quick discovery call survey.
- After completing the survey and hitting the submit button, an email will be sent to you confirming that we received your form.
- Then our team will review the information provided and we’ll get back to you within the next 48 business hours.
- Depending on the information you provided and our current volume level, you’ll receive an email detailing the next step.
First, fill out a quick discovery call survey.
- After completing the survey and hitting the submit button, an email will be sent to you confirming that we received your form.
- Then our team will review the information provided and we’ll get back to you within the next 48 business hours.
- Depending on the information you provided and our current volume level, you’ll receive an email detailing the next step.
Next, we'll go over the current stage you're in your business journey.
- We will ask you questions to better understand what's important to you, what you want to achieve with your business, and what your challenges are during our Zoom call.
Next, we'll go over the current stage you're in your business journey.
- We will ask you questions to better understand what's important to you, what you want to achieve with your business, and what your challenges are during our Zoom call.
Then, we go through a range of financial wellness options for solving your challenges and helping you achieve your goals.
- As part of our No Surprises fixed fee policy, your investment is at a fixed price, which means you can budget and plan. You pick the package that best meets your needs.
- Since every client we work with has a unique journey, we take a holistic and proactive approach to providing savvy financial solutions for your business and personal needs.
Then, we go through a range of financial wellness options for solving your challenges and helping you achieve your goals.
- As part of our No Surprises fixed fee policy, your investment is at a fixed price, which means you can budget and plan. You pick the package that best meets your needs.
- Since every client we work with has a unique journey, we take a holistic and proactive approach to providing savvy financial solutions for your business and personal needs.
After that, we'll send you a proposal to review and sign
- Alternatively, if you have any additional questions, we're happy to answer them.
- After the proposal has been reviewed and signed, our collaboration begins.
After that, we'll send you a proposal to review and sign
- Alternatively, if you have any additional questions, we're happy to answer them.
- After the proposal has been reviewed and signed, our collaboration begins.
Then, we welcome you to our community and kick-start the onboarding process.
- From the onboarding process onward, we protect your journey by thinking outside the box to provide you with tools that produce confidence and financial stability.
Then, we welcome you to our community and kick-start the onboarding process.
- From the onboarding process onward, we protect your journey by thinking outside the box to provide you with tools that produce confidence and financial stability.
Request your 30-minute discovery call to share with us what’s important to you