What Comes Next?

Have you dipped your feet into the entrepreneurial pool? If not, the term “harvest strategy” may be new to you. But, it is what drives nearly every business venture and is included (or at least it should be) in every business plan. A harvest strategy is...

Every “No” is Not the Same

Before a prospect becomes a client, I take them through a series of questions. This preliminary financial coaching session is thirty-minutes, complimentary and designed to give prospects a sense of my style and what they can expect from our engagement. It also gives...

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