We sit down with every new client and ask a series of questions that help us understand you, your business, your pain points and your goals. Then together, we make a plan.
What are you in it for?
When you’re in the weeds of running your business every day, it’s easy to lose sight of why you started it in the first place. We want to know what your goals are, so then we can help you achieve them.
What does choice look like?
Every business owner has different reasons for building their own business and what they ultimately want to get out of the business. Knowing the choices our clients want from life provides a vision to set strategic plans and put time frames in place.
Vision for success
Goals are essential to success in business. We work closely with you to set goals in line with achieving your strategic vision. Then we can hold each other accountable to ensure these are accomplished.
Building passive income
Is building passive income streams one of your goals? We’ll advise you on how to best leverage your business and how to set targets and meet them. Then we’ll guide you through the process of working in, or on your business, to being an investor generating a passive income from it.
Make your money work
We understand that your personal finances are often linked closely to your business and can impact its working capital. Finance discussions should go beyond simple profit and loss, so we can help you to understand your money and make it work for you.