Forward-Thinking Workplace Solutions for Business Owners
Serving business owners with annual revenues between $1 million - $5 million.
Through our programs, business owners and employees build wealth and gain confidence in their finances leading to happy, more productive employees and a successful workplace environment.
Business Planning & Consulting
We take an integrated approach to support you as a business owner. Business Consulting includes multi-year cash flow budgeting, establishing systems to separate personal and business, suggested KPIs, business goal setting and accountability, and tax, retirement, and business planning services to improve profits for you and your business.
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Initial Fee $2,500
Monthly Fee ranges from $1,000 - $5,000 based on complexity
Employer-Sponsored Financial Coaching
Financial wellness programs are a must-have in your benefits package. Financial Coaching improves employees’ success with money, reduces financial stress, and increases financial security improving workplace morale and productivity! Employees gain access to one-on-one support from a CFP® professional to help make the most of their paycheck.
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Fees range from $1,500 - $5,000 per month.
Monthly fees are based on the number of employees, complexity, and the expected usage rate of the workforce.
Financial Education Workshops
Workshops provide hands-on learning experiences on-site or online that educate, inspire, and empower change. Offer a workshop that motivates your employees to take action, a custom-designed presentation unique to your firm or industry, or empower your employees like never before with Financial Wellness Week!
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The fee is based on the content, amount of research conducted, hours of preparation needed, and number of attendees. Discounts are offered when adding multiple services or workshops.
Schedule a Free Consultation to learn more and receive a detailed cost estimate.