Request the required documentation
We encourage all business owners to review the video and Business Financial Confidence Map worksheets and guide to be as best prepared as possible for our first meeting. For quality control purposes, we do limit how many Business Financial Confidence Maps we do face to face each month. Answer the Questions
The Business Financial Confidence worksheets and guide will take you through a series of questions spread out over 6 simple steps. With the Business Financial Confidence Map used as a tool, we’ll explore where you are now, your current frustrations and concerns, evaluate your specific money model and understand your necessary ingredients. Set up Your Business Goals
Understand your short term and long term business and personal goals, and lastly try to quantify how you prefer to get advice and what your attitude is towards paying taxes. Get the Best Plan
Usually on our second meeting, we’ll go over your map and be able to talk about how that fits with our services, and talk about fees.
