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Frequently Asked Questions

Have more questions? Reach out to me below.

1. Do you only work with Entrepreneurs/ Business Owners?

Yes. We believe that their are plenty of financial professionals that serve employees and not enough serving entrepreneurs. We understand how difficult someone's finances become once they become an entrepreneur and we want to provide them with a specialized service that fits their needs. 

2. Do you work with all types of Entrepreneurs/Business Owners? 

Our focus is on service-based entrepreneurs (max of 5 employess) and creatives . ​We serve those in professional services such as; coaches and therapist, as well as, those in a more creative service space such as; TV/movie writers, entertainers, and public figures.

3. Who is your typical client?

My typical client is an entrepreneur with a minimum revenue of $100,000 and a maximum of 5 employees.   This allows us to stick with our mission of helping those who cannot afford business advisory/financial advisory from the entreprise consulting firms. 

4. What makes your client experience unique?

My clients are working with someone who understands exactly what they are going through and who understands the pain points of being a small business owner. Another perk is that our firm is completely virtual, this allows our clients to work with us from the comfort of their own home! This allows our clients to maximize their time and availability because we understand how busy entrepreneurship is. 

5. What is your best value add?

Our clients tell us that our best value add is being a true one-stop-shop for all their financial needs. By combining; Business advisory, Financial advisory, and Tax planning/preparation services our clients have one main point of contact for all their financial questions and they love it! 

6. How often do you interact with your clients?

We meet with our clients on a quarterly basis. However, they have the autonomy to schedule additional meetings/calls if needed.