Goal Setting

What’s included

 

Initial Consultation

You and I will connect for a 30-minute meeting to discuss what you would like to achieve for your business across a certain span of time.

Creation of Action Plan

After our conversation, I’ll work internally to create a custom plan for you to ensure that your goals are accomplished.

Scheduled Check-ins

Based on the action plan, we’ll connect on a regular basis to check in and make sure that we’re on track to achieve your goals, as well as discuss any roadblocks that you’re facing.

 
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Financial Planning

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Goal Re-Calibration