Financial Planning
What’s included
Initial Consultation
You and I will connect for a 30-minute meeting to discuss what goals you are looking to achieve for your business as it relates to financial goals.
Creation or Revision of Revenue Goals
After our initial meeting, I’ll work internally to create a plan and timeline that best aligns with the financial goals that you’re hoping to accomplish.
Scheduled Check-Ins
We’ll work together and meet on a regular basis to ensure that your financial goals are being achieved, and conduct business reviews*.
*please note that business reviews are an additional service that are recommended to accompany any financial planning
Disclaimer: I AM NOT legal counsel, therefore I CANNOT make decisions for you as it relates to your finances, but simply provide suggestions to help with your business’s revenue