Build Financial Success for Your Business
As a business owner, your financial needs are unique. Get expert guidance on business finances, employee benefits, and protection planning – all while securing your personal financial future.
Business Financial Bootcamp Part 1: Foundation
Master Your Business Money Basics
Perfect for business owners ready to establish solid financial foundations and systems for sustainable growth.
- Business budgeting that supports your goals and growth
- Savings plans and goals for your business financial security
- Debt payoff and management strategies to improve cash flow
- Establish a working monthly business budget with adjustments as your business evolves
- Up to 90-minute monthly virtual sessions for 3 months
- Unlimited written contact via messenger, email, and text between sessions
- Personalized business budgeting system designed for your industry and goals
- Monthly budget reviews and adjustments as your business changes
- Cash flow planning and management guidance
- Ongoing accountability and support
- You’re ready to get serious about business financial management
- You struggle with business cash flow and budgeting
- You need help separating business and personal finances
- You want unlimited access to your financial coach
- You’re committed to building a financially strong business
Business Financial Bootcamp Part 2: Protection & Planning
Secure Your Business + Plan for the Future
Prerequisite: Completion of Business Financial Bootcamp Part 1 or equivalent business budgeting foundation
Perfect for business owners who have solid financial foundations and are ready to protect their business while planning for long-term success.
- Comprehensive insurance review: health, employee benefits, business insurance & more
- Continue to monitor monthly budgeting and goal planning for your business
- Review retirement & estate planning options as a business owner
- Up to 90-minute monthly virtual sessions for 3 months
- Unlimited written contact via messenger, email, and text between sessions
- Complete business insurance analysis leveraging my expertise as a licensed agent since 2017
- Employee benefits review and optimization
- Business protection strategy development
- Retirement planning specific to business owners
- Estate planning considerations for business assets
- Continued business budget optimization
- You’ve completed Part 1 or have solid business budgeting foundations
- You want expert guidance on business insurance and employee benefits
- You’re ready to plan for retirement as a business owner
- You need comprehensive protection planning for your business
- You value working with a licensed insurance professional
Monthly Business Retainer Plan: Ongoing Success
Your Long-Term Business Financial Partner
Prerequisite: Completion of both Business Financial Bootcamp programs or equivalent foundation
Perfect for bootcamp graduates who want ongoing financial guidance and strategic support as they grow their business.
- Continue to monitor monthly spending and business financial health
- Budget adjustments as your business grows and changes
- Goal planning for both short and long-term business objectives
- Up to 90-minute monthly virtual sessions ongoing
- Unlimited written contact via messenger, email, and text between sessions
- Continuous business spending and budget monitoring
- Strategic financial planning for business growth
- Ongoing goal planning and achievement tracking
- Financial guidance for business decisions and expansion
- Regular review of insurance and benefit needs
- You’ve completed both bootcamp programs and want continued support
- You have evolving business goals that need regular financial strategy
- You value ongoing accountability and expert guidance
- You want a financial professional for major business decisions
- You’re committed to long-term business financial success
Why Business Financial Coaching Matters
You’re an expert in your field – but managing business finances is different
- Cash flow complexity: Irregular income, seasonal fluctuations, growth investments
- Insurance decisions: Business liability, employee benefits, key person coverage
- Tax implications: Business deductions, retirement contributions, succession planning
- Personal vs. business: Separating finances while planning for both futures
Licensed insurance agent + CFP candidate + business financial coach
- 8+ years of insurance and financial services experience
- Licensed professional who understands business insurance and benefits
- Business-focused approach that separates your business and personal needs
- Comprehensive planning from cash flow to retirement to succession
Ready to Take Control of Your Business Finances?
Let’s discuss your business financial challenges and goals.
During your free 30-minute discovery call, we’ll:
- Assess your current business financial situation
- Discuss your business goals and growth plans
- Review your biggest business financial challenges
- Determine which program best fits your business needs
- Answer questions about working together
- Create a clear plan for your business financial success
No sales pressure – just expert guidance about your business financial future.