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Business Owners

Business owners most often start their business in a field they are passionate about providing for their customers. Often, managing the business itself is often not one of their strengths.   That’s where a money coach can help review the current status of the business, and coach the owner on steps to take to understand the financial reports, and how to build a stronger enterprise.

How It Works

Step 1

We will arrange an initial, confidential, consultation to discuss their current situation, motivations, and any barriers that are standing in the way of them controlling their money. Depending on the business relationship with the Business Referral Partner, we may keep the two engagements separate, or with the approval of partners and client, may work together to accomplish specific tasks. A tax preparers, for example, may have very specific guidelines that greatly affect the client’s taxable income. A bookkeeper may notice certain trends or possible risks that need to be addressed. Based on their needs, we offer customized plan for their money and the pricing structure applicable. Most likely, they will have homework to prepare for our first working meeting. They may include a business partner spouse in the meetings. Works well for strong earners who have lost control, client family members who need to learn respect for money, and those who have come into a large sum of money.

Step 2

We will meet to establish a personalized plan incorporating their needs and goals. We take their objectives and develop a timeline with benchmarks to measure their progress. This flexible plan allows us to meet monthly, build new habits and find motivations to create the results you want for them. We’ll walk through their current situation, and set goals and bring out their strengths to take control of their money.

Step 3

We will develop a schedule to offer coaching on the steps they can take to increase profitability, and navigate through a spending plan and monitor results. The money saved from late fees, unnecessary business risk and saved expenses will outweigh the coaching fees. You see the potential your clients have to control their money, and their commitment will make your vision clearer and easier to obtain with some small, incremental changes.

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Susan has developed a comprehensive budget presentation for the Board Members at Cottage Housing Inc. She is always prepared to answer any questions that may come from the Board Members. She brings our attention to any items that may become problems in the future and keeps us looking forward.

Jackie Dowden

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