OUR SERVICES

Business Owners

As a business owner and entrepreneur, keeping good track of your finances at home and at work is essential to running a successful business and growing your personal wealth; however, the business adds another level of complexity when it comes to keeping things straight. Disorganized and intermingled financials at home and in your business make for a terribly sticky situation.

 

Our program for Business Owners helps to untie the personal and business financials. Establishing separate bank accounts for work and home, setting up budgets for both the business and your personal life are essential to being successful in managing both. Our program includes a 6-Month and 12-Month one-to-one coaching option where we customize the program to your specific situation.  Through our initial consultation and discussions with you, we can assess which program is right for you and guide you along the way. At all program levels, our clients get full access to our online training portal, access to all online and in-person workshops, and are automatically enrolled in our member appreciation program.

We offer our clients the following solutions to achieve their
Positive Money Momentum

Momentum Builder for Business Owners

The 6-month Momentum Builder for Business Owners program takes an in-depth look at budgeting for both home and work.  Kicking your budgeting skills into gear, defining a debt reduction strategy, and getting you started on the path toward building strong financial habits is our goal.  We want to make sure you have separated your personal and business finances and have processes and plans in place to ensure you are successfully tracking your budget for both throughout the month.  You will use our online training portal, as well as our one-to-one coaching sessions to guide you through your six-month journey.

 

The goal of this program is to ensure that you get the fundamentals of budgeting under your belt and walk away with a clear plan for paying off and staying out of debt. With six-months together, we can hone your new budgeting and financial skills to ensure they become habits that stick with you for the long term.  We will also start looking outside of your finances and begin setting goals in four other key areas of your life to ensure you are being intentional and focus-driven in all areas.

 

Those who walk with us through the Momentum Builder for Business Owners program will also gain access to our referral network of professionals where we will examine all areas of your financial and legacy planning, including a review of your insurance coverage, tax position, wills & estate planning, and more.   

Abundance Builder for Business Owners

The 12-month Abundance Builder for Business Owners program is the all-inclusive program that has everything from Momentum Builder for Business Owners but also includes coaching and accountability that is focused on the five circles of success.

 

Like the other programs, we will first work to get your financial situation stabilized by establishing a monthly budgeting process, along with a debt reduction and savings plan. After we get those processes in place, we will continue to meet monthly, along with our weekly touchpoint meetings, to ensure you develop and sustain the habits that are necessary to build personal wealth.

 

As we keep you on track with your finances, we begin delving into the other areas of personal growth and development; ensuring that you are strengthening all areas of your life, including your Family, Business/Career, Personal, and Spiritual. We will set goals in all areas and help to hold you accountable to those goals. Life is about more than just personal finances, and the Abundance Builder program helps to make sure you are laser focused on the most important things throughout your life.

What is included with each of these offerings?

Included with ALL Memberships

Kickoff Meeting & Foundational Budget Training (120 Minutes)

This is our orientation meeting. Your Coach will assess your personal financial situation and establish your action items for coaching. We go much more in-depth into your personal goals and what you want to get out of the program. We show you the online tools that are available to you, introduce you to our budgeting tools, and get you started on your journey to financial freedom.

Online Training Resources

You will be enrolled into the Assistant Financial Coach online training portal and will have access to all the online resources and videos that are available within the portal.

Live Events and Workshops for FREE

Join our engaging live events for FREE! We know how to make budget talk FUN and deliver talks about difficult strategies in a very relatable way. This includes both in-person events, as well, as online webinars.

Member Appreciation Program

This is our way of thanking you for being part of our lives on one level or another. We LOVE to LOVE on our members!

Personalized 1-2-1 Coaching Sessions

  • Monthly Budget Plan & Review (60 Minutes)

  • Weekly Touchpoint Meetings (30 Minutes)

Throughout the program, you will prepare a draft budget plan for the upcoming month and bring that to your Monthly Budget Plan & Review meeting. During this time, you and your coach will review the draft plan you have prepared.  You and your coach will refine the budget together and will discuss any pain-points you are having related to budgeting or any other area of the financials. You will come away from each budget meeting with take-aways that will help you finalize the budget before the month begins. Once the budget is in place, it only works if you live by the budget. Throughout the month, you and your coach will get together on short 30-minute touchpoint meetings to discuss how things are going and discuss any questions that arose during the week. This is another way to help you stay accountable to the plan you established. Your coach will provide you with personalized action plans, motivation, and accountability to reach your goals throughout the month.

Debt Elimination Plan

Your coach will help you create a plan that will allow you to become free of consumer debt. Of-course it depends on each person’s situation; however, most of our clients can become debt free within 18-24 months through working our program!

Starter Emergency Fund Savings Plan

Your coach will help you create a savings plan that will get you started on your emergency fund and will set in place a plan to help you achieve an ideal 6 to 8 months of emergency savings.

Discounts for Add-On Coaching Sessions

You and your coach will be meeting a lot as part of each coaching program; however, during the term of your coaching agreement, if there is a need to have additional coaching sessions on specific topics or trouble spots, we offer our one-to-one coaching clients a discount on our normal hourly coaching rate.

Included with the Abundance Builder Coaching Program

Everything Above Plus...

Five Circle Goal Setting

If you want to achieve growth in all areas of your life, it requires setting goals and taking action. There are five areas for our lives that require focused attention:  Spiritual, Personal, Family, Business/Career, and Financial. We’ve got you covered on the Financial area though the Five Circle Goal Setting Program will assure that there is similar focus in the other important areas. We will talk through the importance of this activity and guide you through the discussions and exercises that will provide focused attention made in all important areas of our lives.

Five Circle Coaching and Accountability

In the Five Circle Goal Setting exercise above, you will have set goals in all areas of your life but now we help hold you accountable to those goals and track your progress. Incorporated into your monthly meetings and touch points will be discussions that revolve around the goals you have set for each of the Five Circles.

Packages + Pricing

How Do You Sign Up? Simple...

Step 1

Schedule a 15-minute call. Make initial contact & find out more.

Step 2

Fill out our Financial Evaluation Worksheet & schedule your free 30-minute consultation.

Step 3

We send you a customized proposal which outlines the services.

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