Small Business Financial Coaching
Services Available
Basic Small Business Coaching with FPU
Initial two-hour session plus limited followup for three months. Includes Financial Peace University lifetime membership and kit. Sessions that deal with cash management, debt management, and general business development.
Basic Small Business Coaching
Initial two-hour session plus limited follow-up for three months.
New Beginning Tuneup Coaching
Sessions for families or individuals whose businesses are out of debt with the exception of a office lease and need to begin future planning. Usually at the point of completing Baby Step #3. Includes initial two-hour session plus one follow up session within six months.
Advanced Wealth Building Coaching
Sessions for those businesses with a net worth over $100,000 and wanting an overall picture of where they are, and what they need to accomplish their short and long term goals. Includes initial two-hour session plus one follow up session within six months.
Hourly Coaching
Specific counseling needs (i.e., estate planning questions, retirement questions, etc.)
Phone Coaching
One hour counseling to answer specific questions.