Our Services

Welcome to our comprehensive business services, where we provide a selection of tools and resources tailored to elevate your financial management and strategy for individuals and businesses. Our expert-crafted solutions ensure empowered decision-making and enhanced profitability for your personal life and business ventures.

Which Services would you like to see?

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Individual Services

Get in Control of Your Finances - And Your Future

Struggling with budgeting, debt, savings, or inconsistent income? Let us help you build a plan that finally feels doable.

  • Singles/Couples

  • Those starting family planning

  • Recently divorced or widowed

  • Employment changes or upcoming retirement

  • Anyone needing to figure out a saving plan for school, weddings, home or vehicle purchase, big vacation, etc.

Who can benefit from these services?

What you Get:

  • One-on-one coaching sessions

  • Customized action plans

  • Tools for tracking progress

  • Emotional and strategic support

Services Include:

Budgeting and Cash Flow Coaching

  • Help clients track income and expenses

  • Create personalized monthly budgets

  • Teach zero-based budgeting, envelope budgeting, and 50/30/20 methods

  • Set up systems for managing irregular income

  • Assess current debts (credit cards, loans, student debt, etc.)

  • Create a debt repayment plan (snowball)

  • Provide accountability and encouragement

  • Navigate collections, settlements, or consolidations

Debt Management Coaching

Saving and Goal-Setting Coaching

  • Set SMART financial goals

  • Create savings plans for short, medium, and long-term goals

  • Recommend tools for savings

Credit Coaching

  • Teach how credit scores work

  • Create credit-building plans

  • Review credit reports for dispute errors

Money Mindset and Behavior Coaching

  • Explore emotional and psychological relations with money

  • Address financial anxiety, scarcity mindset, or spending triggers

  • Use behavioral tools to build money confidence (journaling, habit stacking)

Financial Coaching for Families and Couples

  • Facilitate money conversations and joint budgeting

  • Align financial goals and priorities

  • Navigate household financial responsibilities and planning for children

Home-buying Readiness Coaching

  • Assess financial readiness for a home purchase

  • Understand mortgage options and down payment strategies

  • Build credit and savings needed for approval

Retirement Planning (Non-Advisory)

  • Help clients estimate how much they’ll need in retirement

  • Teach the basics of retirement accounts

  • Set savings goals and timelines

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Business Coaching

Strategic Guidance to Strengthen and Scale your Business

Running a business but unclear on your financial picture? Or recently started a business and have no idea what you’re doing? We can help you manage the money so you can focus on growth.

  • New startups unsure how to handle finances

  • Solo entrepreneurs scaling up

  • Established small businesses needing tighter control or clarity

  • Creative or mission-driven founders who avoid “the numbers”

Who can benefit from these services?

  • Cash flow basics: Teaching business owners how to track, interpret, and optimize cash flow

  • Understanding financial statements: Helping owners read balance sheets, income statements, and profit & loss reports

  • Budgeting skills: Creating realistic and flexible business budgets

  • Credit education: Explaining how business credit works and how to build or repair it

Services Include:

Financial Literacy & Education

Financial Planning & Strategy

  • Cash flow forecasting: Developing short and long-term cash flow projections

  • Budget development: Creating budgets for operations, marketing, hiring, etc.

  • Expense management strategies: Identifying unnecessary costs and ways to streamline spedning

  • Pricing strategy: Helping set or adjust pricing based on costs, market, and value

Goal-Setting & Accountability

  • Financial goal setting: Defining and quantifying short-term and long-term goals

  • Milestone tracking: Monitoring progress and adjusting strategies as needed

  • Accountability check-ins: Regular coaching sessions to review progress and stay on track

Profitability & Growth Coaching

  • Break-even analysis: Determining what’s needed to be profitable

  • Profit-first strategies: Implementing systems like Profit First to ensure profit is prioritized

  • Scaling strategy: Financial guidance on scaling operations, hiring, or expanding

Systems & Tools Setup

  • Bookkeeping support: Guiding setup or improvement of bookkeeping systems (or helping find/book a bookkeeper)

  • Software guidance: Recommending tools

Debt & Financing Support

  • Debt analysis: Reviewing and strategizing how to pay off or manage business debt

  • Loan readiness: Helping prepare for business loans or funding (financial documents, forecasts, pitch, etc.)

  • Alternate funding education: Exploring grants, crowdfunding, or investors

Personal & Business Finance Integration

  • Owner pay structure: Advising on how to and how much to pay oneself

  • Separation of finances: Coaching on cleanly separating personal and business finances

  • Tax basics: Educating about tax obligations

Crisis or Turnaround Coaching

  • Emergency planning: Navigating tough times like cash crunches, layoffs, or revenue drops

  • Scenario planning: Preparing for best/worst-case financial scenarios

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!