Services

Coaching

Coaching can change your life and your business. It's a lot easier than going it alone. A coach can help you assess where you are and make plans to move to a future more aligned with your dreams and desires.

Sometimes it's hard to look into these issues on your own. Rather than facing reality, you may find yourself putting off important financial matters again and again. You learn to tolerate things being incomplete, unresolved, and a mess.

That's not how you you want to live your life.

Coaching is one solution for taking a look at where you are and where you want to be. By working together, we can craft small, doable steps that help you take responsibility for your financial future -- whether it is for you personally or for your business.

The great thing about coaching is that you can engage with coaching and still work closely with your current accountant or CPA.

Our coaching together will center around some areas ...

Assessment: Where are you now?

You can't begin a journey without knowing where you are now and the current state of your financial environment. We'll focus on your money mindset, how you handle money, and your goals for the future. We'll also assess where you are currently with tracking your income and expenses.

Creating a plan of action

We'll design small doable tasks for you to work on between coaching sessions. This will help to establish habits that work for you, while at the same time bring order to your finances.

Ongoing accountability

Through ongoing sessions, we'll tackle the inevitable challenges that arise and provide you the coaching support you need to follow through and take on even more projects that will help you work towards your desired end goals.