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1. Business Financial Clarity Session — $150 One-Time

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To get to where you want to go, you have to know where you are.

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A 90-minute session where we help you:

• Review your current financial systems

• Identify your biggest financial challenges

• Assess cash-flow visibility

• Identify major financial and personal priorities

• Determine which coaching level is appropriate

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Then, if you enroll in Business Foundation, Momentum, or Prosper within 30 days,

we apply the $150 toward your first month of coaching.

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Business Foundation— $175/month

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Build a stronger financial foundation for your business.

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Business Foundation is designed for business owners who need greater clarity around their business finances. We'll help you understand your numbers, organize your financial systems, and establish practical habits that make it easier to manage your business with confidence.

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This is a good fit for you if:

• You aren't sure how much your business is actually making.

• Your business and personal finances feel too intertwined.

• You struggle to consistently track expenses or cash flow.

• You aren't sure how much you can comfortably pay yourself.

• You need a better monthly budgeting process.

• You want to become more confident managing the financial side of your business.

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What's Included

• 1 × 60-minute business coaching session each month

• Business financial snapshot

• Monthly cash-flow review

• Basic business budgeting

• Expense organization

• Owner-pay education and planning

• Business financial worksheets

• Monthly action plan

• Business-hours email support

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The bottom-line:

“I understand my business finances.”

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2. Business Momentum — $300/month

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Turn financial clarity into a healthier, more intentional business.

 

Business Momentum is designed for owners who have a basic financial system in place but want to improve cash flow, profitability, and financial decision-making.

We'll work together to identify what's working, uncover financial pressure points, and create practical strategies for improving the financial health of your business.

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This is a good fit for you if:

• You have revenue but don't consistently feel profitable.

• Your cash flow is unpredictable.

• You want to improve your owner's compensation.

• You're trying to reduce business debt.

• You want to understand where your business is most profitable.

• You're ready to make more intentional financial decisions.

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What's Included

• 1 × 90-minute coaching session each month

• Everything in Business Foundation

• Detailed cash-flow planning

• Profitability education

• Business debt organization and coaching

• Owner compensation planning

• Expense optimization

• Quarterly business financial review

• Business goal-setting and accountability

• Customized educational resources

• Business-hours email support

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The bottom-line:

“I know what I need to do to improve my business finances.”

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3. Business Prosper — $500/month

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Build a business that supports your life building.

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Business Prosper is designed for established business owners who want a comprehensive financial coaching relationship to help them make better decisions, strengthen financial systems, and align the business with their personal and long-term goals.

This is where I would allow much more customization.

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This is a good fit for you if:

• Your business has multiple competing financial priorities.

• You need help creating a comprehensive financial roadmap.

• You're preparing for significant growth or expansion.

• You want to improve profitability and cash reserves.

• You need greater structure around owner compensation.

• You're trying to balance business growth with your personal financial goals.

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What's Included

• 2 × 60-minute coaching sessions each month

• Comprehensive business financial roadmap

• Cash-flow planning and monitoring

• Profitability and expense analysis

• Business debt coaching

• Owner compensation planning

• Business reserve planning

• Annual business financial vision session

• Quarterly comprehensive business review

• Customized financial education

• Priority business-hours email support

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The bottom-line:

“My business finances are working intentionally toward the future I want.”

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Our Approach

We believe business owners don't need to become accountants to become more confident with their business finances.

We help you understand the numbers, develop practical financial skills, establish better habits, and create systems that make it easier to stay informed and intentional.

When a question requires specialized accounting, tax, legal, investment, or other professional advice, we'll help you identify the right questions to ask and connect with the appropriate professional when needed.