I am a professional financial planner. I discovered that my passion is helping business owners get profitable and cash-rich so they can live abundant lives. I love watching entrepreneurs go from terrified to triumphant in their business finances.
I help small business owners master their money, build a cash-rich business, and have confidence they’re doing it right. I’ll teach you my Spend on Purpose Method, where you’ll master business spending/cash flow using your bank’s app. Budgeting is a dirty word in my office, shame is not in my vocabulary, and I will never ask you to master Quickbooks.
Wine, good coffee, skiing, fitness, my Union Jack Mini-Cooper
Describe your perfect referral
A business owner who is excellent at their craft but identifies as “disorganized" with finances or "no good at money-stuff." They are perplexed that profits didn’t materialize after increasing sales & revenue, and have no idea what to “do” to fix it. They are building a legit business but avoiding the Terrible Trio (taxes, cash flow, debt). They have a habit of putting every dollar back into the business and are in a financial fog. They have under $3M revenue.
They have no idea who to talk to about this taboo subject, what questions to ask, and feel backed into a corner financially. Deep down they want to learn money systems, but fear of finances keeps them isolated and stuck.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Which of the following has been your greatest impediment to profit?
· I have no idea what to do with money
· I avoid financial subjects because they make me uncomfortable
· I act like finances work themselves out, even though I know it’s not true
· No idea how to get help with this part of my business