FINANCIAL FOUNDATIONS

 
Financial Education

Education + Clean-up

Learn the fundamentals of finance in a safe and judgement-free zone. Whether you have owned your business for decades or are just starting out.

Go through our proprietary process of organizing your finances. Focus on what’s important and rest well knowing that you are set up for your future.

Get our proprietary educational curriculum that will teach you what to look for in your business and personal finances, how to integrate the two, and what it all means. We meet once a month, and you get personalized tasks to complete on your own time. Learn why your Budget is not a diet, but rather your power to effect change. Get a financial scorecard to measure your financial successes and set backs from month to month.

Financial Foundations are a DIY option for the business owners who want to be educated about their finances, get a process in place, and grow to the next level.