Without your work, the world suffers. And without a solid financial foundation, your business or organization can’t help who needs it.

According to the Bureau of Labor Statistics, nearly half of small businesses fail within the first five years.

Why?

The number one reason is poor financial planning and management.

A business or organization can generate all the sales it needs, but without proper planning, owners and executives often wonder, “Where did all my money go?”.

They may hire a CPA to do their taxes and a bookkeeper to prepare their financial reports, but neither can really tell them what’s causing the problem and how they can fix it.

And moreover, even an otherwise good financial consultant often can’t help their clients understand why they’ve created this situation in the first place or why they feel so emotionally resistant to managing their money at all.

This is where our work comes in.

Believe it or not, I used to be just like you, despite spending my entire professional career in the accounting and finance world. I could balance the books, ensure the numbers were accurate, and keep clients out of trouble with the government, but I couldn’t manage my own finances to save my life.

I knew about every penny that came in and out of my business, but was still struggling to make ends meet.

I knew I wasn’t strategizing and planning ahead enough, but that was only half of the story.

The other half was confronting (and befriending) my own emotional and psychological resistance to strategizing and planning in the first place.

Because no matter how much golden advice was given to me, if the thought of actually taking action on it made me cringe and run away, nothing would ever change.

But once I got the support I needed and figured out how to process and overcome that resistance, everything changed.

I felt more confident and secure than ever riding the inevitable waves and facing the inevitable challenges that come with being a business owner, knowing that I always had a reasonable expectation for the future and an action plan to positively influence that future.

I knew I had the tools and resources to successfully scale my business without overextending myself or my team and going into panic mode.

With my newfound business success, I actually began to save a healthy amount for retirement and create a ten-month emergency fund, all while supporting my wife to focus on school full-time.

On top of that, I felt a much deeper sense of satisfaction, knowing that I’m serving both my clients and my team in a healthy and balanced way.

This feeling of security and assurance is my mission and dedication to you and anyone I work with.

If you’re interested in creating this for yourself, let’s talk and see how I can support you in making this a reality.