Financial Literacy Coaching
Unsure how to read a balance sheet or know how to create meaningful growth goals grounded in financial reality? You are not alone! I see business owners struggling with this time and again. The good news is you don't need to become a bookkeeping expert to succeed. Sign up for my coaching program now and in a short amount of time you will be reading and interpreting your financials with ease.
Our Flagship 10 Week Program
Take control of your business finances with expert coaching designed to help you build confidence, increase profitability, and make informed financial decisions. In just ten weeks you can feel more confident in reading and interpreting your financials, and ready to use that data to make solid business decisions.
How It Works
Quick fixes don’t build sustainable businesses. Real financial growth takes time, strategy, and a deep understanding of what makes your business tick. That’s why our 10-Week Coaching Program is designed to go beyond surface-level advice and dive into the heart of your business.​
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Let’s build the financial roadmap your business deserves—one that actually works for you.
1
Initial Meeting
In this first meeting we will spend time getting to know one another better. We will assess your current level of financial literacy so I can tailor your ten week program to your needs. We will also discuss your core goals from the process.
2
Planning and Goal Setting
In our second meeting we will review the custom plan I have put together for your coaching program. We will also put together some clear goals for your business that we will work on together.
3
Delivering Results
In weeks 3-10 we focus on delivering results by:
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1:1 training on financial literacy topics such as reading financial statements, basic cash flow management, creating financial forecasts and metrics, evaluating new investments and more.
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Progress review against strategic goals and course correction.
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Open forum for advice on topics of your choice relating to business strategy and finance.
Here’s Why 10 Weeks Makes All the Difference:
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We Take Time to Understand YOUR Business — Every business has unique challenges and goals. We spend the first weeks getting to know your operations, cash flow, and growth potential—so every piece of advice is tailored, not templated.
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Strategy Over Shortcuts — Strong financial foundations aren’t built in a day. Together, we’ll craft strategies that align with your long-term vision, from cash flow management and pricing strategies to budgeting and forecasting.
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Guidance That Evolves With You — Over 10 weeks, we’ll identify patterns, troubleshoot challenges, and adjust strategies as your business responds. You’ll gain a toolkit for smart, sustainable financial decisions—not just quick tips.
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Accountability & Confidence — Weekly sessions keep you focused, track your progress, and help you navigate roadblocks with expert guidance by your side.
Because you shouldn’t take financial advice from someone who doesn’t truly understand your business.
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