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Business Deep Dive

Make sure your “why” isn’t lost in the “how” of running your business! Take a Deep Dive into your business and see how numbers can help you get clarity on your purpose and direction.

A two-session package designed to work with you:

  • Visualize your Ideal client
  • Analyze your average revenue/client
  • Identify your sources of new business
  • Detail your current record-keeping practices – familiarity / frequency / understanding
  • Gain insights on your current situation
  • Eliminate overwhelm with your numbers
  • Identify key areas of focus
  • Establish key action steps


Points to Profit: Creating Your Profitability Plan©

Get crystal clear on not only where you are now, but creating profitability for your future based on your values and goals.

A four-month package designed to work closely with you to help you and your business SOAR:

  • Processes and Profitability Go Hand In Hand
    • Gain insights on where your business stands now
    • Establish and prioritize values, goals and milestones
    • Determine the best use of your time, money and attention to grow your business
    • Take overwhelm and turn it into productivity by increasing efficiencies
    • Design your schedule to eliminate overwhelm and increase revenue
  • Ups and Downs of Being a Business Owner
    • Learn techniques to address the emotional aspect of owning a business
    • Eliminate Imposter Syndrome
    • Follow a Point System and the Numbers Will Follow
    • Identify Financial Principles
    • Create a personalized cash flow system for your business
    • Leverage your strengths in creating your life with money
    • Create a Points system to creating revenue
  • Ramp it up!
  • Plan your success months in advance
  • Craft your Profitability Plan®
  • Identify key action steps

$250 down (without a prior Business Deep Dive) / $750/month x 4 months

Get your FREE Important Document Assessment Checklist!

Do you have all of your important legal, financial, and insurance documents? Do your loved ones know where they are? Use this handy checklist to answer those questions.
You'll also receive helpful tips through our periodic newsletter.

Thank you for your interest in making sure you know what important documents will be needed during a Life Event. You can download the checklist here. We hope you find the information helpful and look forward to speaking with you soon.