Our Services
Individuals and Couples Coaching
Small Business
Consulting
Corporate and NPO Customized Financial Training
Individuals and Couples
Individuals and couples frequently struggle with developing good financial discipline and behaviors - having a managed spending plan, saving before spending, and setting realistic goals. Our coaching program walks through these needed disciplines and helps with improvements. Contact us for an initial, no obligation, review of your specific situation.
Small Business
Many small businesses, while having the core knowledge of their business, lack deep understanding of their financial reports and the financial impact of their day to day decisions. Let's complete a review of your existing financial package, understand your strategic objectives, and determine if the current data sources and reporting is best suited to meet your objectives. Contact us for an initial, no obligation, conversation your specific situation (on-going rates vary depending on size and complexity of financial situation).
Companies and Non-Profit Organizations
Based on the condition of the general population, a majority of your team members are likely struggling with their personal financial situation. This stress level at home impacts their performance and, oh so importantly, their contribution to the overall team culture. Let's have an open discussion with the team, understand their current and desired situations. Contact us now for an initial, no obligation, conversation about your team and culture (on-going rates vary depending on size and complexity of organization).
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