LET’S WORK
Financial freedom begins with you!
Embrace a lifestyle of successful financial habits and wealth building skills to share for generations to come!
Browse our services and packages below.
CONSULTATIONS (PERSONAL & BUSINESS)
Not sure which direction to go? Want to talk to an Accounting professional about your current financial needs or goals? Start here…
(1) FREE QUICK CHAT
10-minute phone conversation to you discuss your current financial situation and what concerns you the most at this time.
____________________________________
(2) CROWNED PERSONAL CONSULTATION
30-minute Zoom call to gain a better understanding of your personal finances and trouble areas.
Summary of professional recommendations are provided electronically.
____________________________________
(3) CROWNED BUSINESS CONSULTATION
60-minute Zoom call to gain a better understanding of your personal finances & current business operations. We will discuss “problem” areas and long-term goals.
Summary of professional recommendations and an action plan provided after the call. This summary will also assist you with being better prepared at tax time!
PERSONAL FINANCIAL COACHING & PLANNING
Creating a mindset that forces you to earn more, spend less, and ultimately secure financial freedom. Applying strategy to your personal finances, while providing you with the tools of financial success!
CROWNED PACKAGE (3 MONTH PACKAGE)
- Financial Goal Analyzer & Personal Income Growth Plan
- Customized Budget & Monthly Tracking
- Spending Management & Monthly Tracking
- Monthly coaching & planning sessions
____________________________________
ABOVE THE CROWN PACKAGE (6 MONTH PACKAGE)
- Financial Goal Analyzer & Personal Income Growth Plan
- Customized Budget & Monthly Tracking
- Spending Management & Monthly Tracking
- Debt Management & Monthly Tracking
- Customized Savings Plan & Quarterly Progress Check
- Personal Credit Management & Recovery
- Monthly coaching & planning sessions
- 6-Month Financial Review & Savings Tool
SMALL BUSINESS COACHING & PLANNING
Our business coaching and financial planning is built upon creating a long-term growth strategy for your business. Focusing on increasing your business income and strategically reducing costs to maximize profit.
CROWNED BIZ (3 MONTH PACKAGE)
- Personal & Business Income Strategy & Marketing Plan
- Pricing structure & Service Design
- Monthly Income and Spending Tracking (Personal & Business)
- Monthly Strategy Sessions & Review of Results
- Personal & Business Saving Plan
____________________________________
ABOVE THE CROWN BIZ (6 MONTH PACAGE)
- Personal & Business Income Strategy & Marketing Plan
- Pricing structure & Service Design
- Monthly Income and Spending Tracking (Personal & Business)
- Customized Debt Tracking & Payoff Plan
- Personal & Business Saving Plan
- Monthly Strategy Sessions (to include Marketing)
- Personal & Business Credit Management
- 6-month Overview for Personal & Business
____________________________________
A LA CARTE
Crowned Business Plan
Do you really know the potential of your business? Do you have a strategic plan that outlines how you plan to grow sales over the next three years or even remain competitive in your market?
Creating a traditional business plan will provide this roadmap and set you apart from your competitors when identifying new business partners or investors.
Package includes: (3) 90-minute sessions and a official printed copy of your 3-year business plan (electronic copy also provided).
FREQUENTLY ASKED QUESTIONS
Financial coaching identifies your struggles and defines specific actions needed to accomplish your financial goals. Whether personal, business, or both, a Financial Coach can re-establish or create a positive mindset around money. Financial coaching also provides you with the knowledge and tools needed to create financial freedom, while having someone to hold you ACCOUNTABLE!
Is financial coaching for you?
- Are you tired of living paycheck to paycheck and feeling overwhelmed by your financial situation?
- Do you have an idea of where you want to be financially, but don’t know how to achieve it?
- Do you need a roadmap to assist in tracking your spending?
- Do you want to grow your income strategically without sacrificing your time?
- Do you need help determining how to save for large investments?
Financial planning is a comprehensive process of predicting future financial outcomes based on current activities, resources and commitments. Financial planning outlines how your money, investments and any other assets will help ensure you meet your future goals.
Is financial planning for you?
- Are you preparing for a big purchase and need to get a sense of your cash flow?
- Are you looking for more strategic ways to eliminate your debt?
- Are you looking for ways to invest your money, so that your money grows in your sleep?
- Are you a small business owner and want to make sure your business is setup in a way to save you the most at tax time?
- Are you a small business owner looking to analyze your income and expenses to obtain greater profit margins?
Do we use a “one-size-fits-all” approach to planning?
Our packages are not “one-size fit all” so if a consultation is booked, a package can be designed based solely on your needs.
by Envisi8 Creative Agency |