What is it?
Do you need it?
What's the difference between personal and business finance coaching?
We work with our clients not only on the business side of finance, but also on the personal side of finance. While we are getting your financial house in order, we can't just focus on the foundation, because the walls have to be strong as well.
We often focus on the business side first, getting your numbers aligned to make sure they can contribute to your household, and then we start to navigate the personal finance side with a focus on goals, savings, retirement plans and living their life without feeling financially overwhelmed.
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Daily Tasks
Weekly Tasks
Monthly Tasks
Quarterly Tasks
Annual Tasks
Support through the inconsistencies at times
We blend mindset work with logistical financial trainings and skills
We show you how to 'know your numbers' which gives you so much POWER!
We help you create the profits you want to see in your business
You'll feel more confident and prepared for tax time
Future Planning Goals- buying a house, investments, retirement
We use a Budgeting Tool to help us predict your financial outcomes and make a plan for them - no more surprises!
We can bring your partner and their income into the equation
You'll know where your money goes!
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Our Services
COURSES & TRAINING
Gain confidence in your financial skills and create systems and structure around finance that has helped them excel in their businesses forward in a way they never had before.
MEMBERSHIP
Monthly CFO Working
Email support
Private Facebook group
Financially Focused Journal
1:1 monthly coaching
FINANCIAL COACHING
We work one-on-one with our clients to navigate, understand and be intentional about the profits in their businesses and paying themselves.
Blending mindset work and logistical financial trainings and skills to help them get to a point where our clients ''get it''.
----------- Testimonials ------------
Happy Clients
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~ E Williams (Service Based Business)
"They say money talks, but I never knew how to talk about money, until I met Mandy. It all starts with the conversation we have with ourselves. My story was harsh, the way I listened to myself was harsh. Working with Mandy made me change my narrative so I could start rebuilding my relationship with money. Then she helped me start to understand my finances, set real financial goals, and take action to achieving those goals. She takes the guilt out of the conversation around money."
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~ Kerri (Service Based Business)