Mentor

Financial Check-Up

Are you worried about the financial health of your business?

Well, you’re not alone. Financial pressures are a major cause of stress and concern for business owners and their families. However, that’s where I can help.

During your 2-hour session we’ll review your current financial position and objectives. And, I’ll provide specialised advice on how to implement improvement strategies and actions so that you can reduce your stress and achieve your financial goals.

Who’s this session for?
A financial check up is for you if you’re wanting to:

  • Increase your profits and grow your business
  • Reduce your debt level and financial obligations
  • Ensure you have enough money for retirement

Book a free discovery call today to get started.

 

What’s included?
During your 2-hour session we will:

  • Review last year’s financial statements
  • Review the most recent quarterly figures
  • Review your business and personal financial assets and liabilities
  • Identify any financial gaps
  • Forecast your financial position and make recommendations to achieve your goals

Business Mentoring

Are you spending too much time working in your business and not on it? And, is that leaving you feeling overwhelmed, stressed, or exhausted? If you answered yes, that’s where I can help.

During my 3-month finance and business mentoring program we’ll focus on setting clear goals for the next 30 days, and 3, 6 and 12 months. We’ll also discover your underlying business “Why?” and I’ll help you to solve any gaps in your business that you currently have.

Who is coaching for?
These session’s are for you if you’re wanting to:

  • Understand the story behind your business numbers
  • Address key challenges and plan for future business growth
  • Get more financial control over your business
  • Free up time and achieve better work/life balance
  • Retain your best staff and management
  • Make informed business and financial decisions

What’s included?

  • 6 x 90-minute 1-to-1 coaching sessions
  • Check-in phone calls, as required between sessions
  • Goal setting support
  • Business planning tools, guides, and resources
  • KPI tracking templates
  • Access to TRELLO project management tool

Book a free discovery call today to get started.

Full Day Financial and Business Planning Strategy

Are you spending too much time working in your business and not on it?

And, is that leaving you feeling overwhelmed, stressed, and exhausted? Without proper planning it doesn’t take long for strategic and operational challenges to appear, which can negatively impact your health.

However, that’s where I can help. During your full day session we’ll review your current challenges. And, I’ll provide specialised advice on how to create goals, actions, and a plan so you can free up time and run your business more strategically.

 

What’s included?
During your Full Day session we will:

  • Determine where you are along your business journey
  • Strengths, Weaknesses Opportunities & Threats (SWOT Analysis)
  • Create your Vision, Mission & Value statements
  • Create a one page strategic business plan
  • Deep-dive into your current financial position
  • Identify your 3, 6, 12 month and long term goals
  • Create a detailed 90 day planner to bring your dreams into reality

Book a free discovery call today to get started

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