How It Works

Step 1

Your Coach Sets You Up

First, we’ll introduce you to your committed coach. They’ll get to know your financial situation or your business, show you how financial coaching works, introduce you to our services platforms, and gather all the information they need from you.

Step 2

We do your Planning or Bookkeeping

For the type of term subscription that you have selected, for each term your coach will import all of your bank transactions and gets to work on your financial goals and strategies. If they need any additional information they will get in touch with you.

Step 3

We Analyze and Deliver Benchmarks and Goals

We deliver financial reports and create a budget that fits your needs. This allows you to easily track your financial health or the growth of your business with financial reports and forecasting. At tax time we meet and deliver an annual review to prepare for next years goals. We also do your taxes at a membership discount :)