Business Planning & Business Strategy

Your business needs someone helping guide the way when it comes to banking, finance, and business risk.  Mixing business and personal is risky, and we will help shine the light on areas that may be your blind spot or weakness so you can grow with confidence.   
  We offer financial consulting and support in areas such as goal planning, activity management and execution strategies with all our business planning.   As businesses evolved the need to continually review strategies and financial success requires a balance of professional advice with financial analysis, cash flow &  business strategic planning.  Feel confident that your business is on track and prepared for success in times of economic growth
Our customizable Business Planning process helps entrepreneurs feel confident that their business is on track and prepared for success in times of growth and financial struggle.

Specialty Financial Consulting and Planning Programs for Women in Business Start here...

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BOSS Business Planning Template

​​Your BOSS plan is a living document that is as dynamic as you are.  Able to adapt to changes in your personal situations as well as the economy, the Financial Plan is customized to your goals, dreams and current business stage.   As we have recently seen in our economy, without strong, balanced roots, job loss, bankruptcy, divorce, death, and many other life changes can easily collapse your business.  We take a realistic, and unbiased look at your whole financial picture and set you on a path to achieve your goals based on what you can achieve and sustain long term.  We also work with businesses that have already been hit by the economic storm and get them back on their feet in a compassionate and non-judgemental way.  
Call today or email for availability
info@jlstaufferfinancial.ca   587-855-9298
A monthly subscription pricing structure makes taking the first steps in the BOSS planning process
​ truly attainable for businesses of all sizes.  

Business Planning & Business Strategy Coaching

 By setting, tracking and meeting business and financial goals, the coach can steer you in the right direction and assist with your goals along the way?  We believe financial planning and business planning advice should be available to every entrepreneur, even if they are just starting out and don’t currently have large revenue streams.

What might a coaching plan include:
  • Creating or reviewing a cash-flow plan
  • Determining business and personal risks and mitigation plans
  • Analyze the business and personal insurance you may need
  • Assessing your 90 day, 1 year and 5 year goals
  • ​Determine activities and execution strategies to reach each goal

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Business Consulting and Coaching Process:
  1. We send you a list of what you need for our initial meeting, where we discuss your goals, dreams, fears and where you are financially today.
  2. We develop an action plan based on the needs, goals and current financial reality uncovered in the BOSS business planning template.
  3. We meet monthly, quarterly or semi annually to review, revise and re-evaluate your plan and keep you on track to achieve your goals.
  4. ​Annually we review your goals and move forward to the next step in the final planning process.
For more information on credentials and experience or to inquire about custom topics and programs
Please contact us at 587-855-9298  or via email to info@jlstaufferfinancial.ca