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Strategic Planning Advisory

Empowering Business Owners to Work More Strategically 

You started your business dreaming of having a flexible schedule, working with your ideal clients, and having a work-life balance. Now you are putting in too many hours, working with clients that don’t value you, and have lost sight of why you started your business. To change direction, you must fully understand the current situation of your business and consider the different decisions you can make to reach your goals. 


How confident are you with answering these questions?

  • Can your business processes be improved?

  • What story do your finances tell about you? 

  • Are your services/products priced properly?  


If it is anything less than 100% then our Strategic Planning Advisory can make managing your business less challenging. After 6 hours of one-on-one advising, you will feel realigned with your business by realizing where it stands and where you envision it, setting realistic quarterly S.M.A.R.T goals, and determining action plans. Are you ready to learn how to implement financial and operational strategies in your business for its growth and success?


Take the next step in building a stronger business strategy.

What Is Our SPA?

Our Strategic Planning Advisory consists of 3 hours of one-on-one advising and 2 one-hour accountability calls spread over 2 months.


You can expect to:

  • Define your short- and long-term goals
    We do not only mean general goals such as earning a certain amount of revenue in a period. We will consider what you want to offer your clients and the business and lifestyle you aspire to have.

  • Identify your challenges.
    We will determine what prevents you from taking your business to the next level and the risks you should address.

  • Develop a strategic plan.
    Every business is unique, so we take a holistic approach to develop a customized plan that works specifically for your business.

  • Be held accountable.
    We want you to get results. That's why we will have 2 accountability calls to ensure you implement the strategy and stay on the right track.

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