Are you ready to bring simplicity to your financial strategy, gain the clarity you need to grow, and achieve seamless integration for sustainable success?

If you answered YES,

Complete the discovery questionnaire below, and you'll be directed

If you answered YES,

First Name

Last Name

Phone *

Email *

Company Name

1. What are you trying to achieve in this consultation I.e. What is your goal?

2. Do you have a financial coach?

Yes

If yes, How often do the two of you meet?

What are you looking for from your financial coach?

3. What does your company sell?

4. How many years have you been in business?

5. Would you describe your business as being in:

Start-up Mode

At a plateau and looking to go to the “next level”

Mature

6. What are your annual sales?

7. Is your business profitable?

8. Excluding yourself, how many employees does your company employ?

9. Describe the biggest challenge with your current Financial Function/Team.

10. Of the following 3 categories, where do you spend most of your time in the business?

Operations

Sales/Marketing

Financial

11. What is the “legal” structure of your business entity?

Sole Proprietor

Partnership

Corporation