Solopreneur Planning & 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 solopreneur planning.   As you evolved the need to continually review strategies and successes requires a balance of professional advice. From financial analysis, cash flow & bookkeeping & accounting to risk management and insurance.  Feel confident that your on track and prepared for success in times of economic growth and struggle.
Our customizable Planning process helps solopreneurs like you feel confident that their business is on track and prepared for success in times of growth and struggle.

Solopreneur Coaching

 By setting, tracking and meeting business and financial goals, your 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 solopreneur, even if you are just starting out and don’t currently have large revenue streams.

What a coaching plan includes:
  • TAX RETURNS & PLANNING
  • ACCOUNTING & BOOKKEEPING
  • FINANCIAL PLANNING 
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  • 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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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.