SERVICES

EVALUATE
LIFE PLANNING

The evaluation phase is the foundation of life and business planning. Self awareness meets goal planning in order to develop a strategic plan that includes defined goals, an implementation plan and a timeline.​

Includes:

  • Life Snapshot

  • Personality Assessment

  • Family Mission Statement, Core Values & Goals

  • Calendar Planning 

  • Implementation Plan with Benchmarks

LAUNCH
START UP PLANNING

The launch phase maps out the start of a business from name and concept development to business canvas. It’s really about putting all thoughts on paper and then transforming those thoughts into systems in order to launch a successful business.

Includes:

  • Business Name & Concept Development 

  • Vision, Mission & Values Planning

  • Business Canvas Generation

  • Short & Long Term Goal Planning

  • Implementation Plan with Benchmarks & Timeline

GROW
BUSINESS PLAN TO SCALE

 

Scaling a business intentionally and methodically is a must in order to maintain success. This phase focuses on laying out all of the pieces of the existing puzzle and moving those pieces around in order to determine a clear and strategic path forward.

Includes:

  • Short & Long Term Goal Planning

  • Workload Planning

  • Time Management & Prioritization Strategy

  • Business Systems Evaluation

  • Implementation Plan with Benchmarks & Timeline

TEAMS
CONQUER GROWTH

Build community within your team, have shared accountability, and get real results with goals, increasing your revenues and building genuine connection among your team. Spark new ideas, gain fresh inspiration, see tangible results with weekly or bi-weekly team calls.

Includes:

  • Vision Casting

  • Revenue/Sales Forecasting  

  • Time Blocking

  • Personality Assessment

  • Energy Management

  • Habit Development

  • Top Resources for Continued Growth

REFOCUS
A LOOK AT THE NUMBERS

Non-accountant style projections (that you can understand) to identify:

Includes:

  • Where you're headed over the next 6-12 months

  • Debt repayment plan (if applicable)

  • Recommendation plan to trim expenses via strategy + increase revenues

STATE OF AFFAIRS
BUSINESS SNAPSHOT

 

Take a complete “inventory” of your business status from soup to nuts! Leaving no stone unturned, we’ll examine every aspect of your business from the product or service offerings to the team to the financials and come back with an action plan to strategically grow your business - giving you a map. If you feel stuck or unsure of your next move, this is for you. It’s a low cost, “quick” view of your business that gets real results in a short period of time.

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Includes:

  • Financial Review - quick cost cutting + revenue generating measures

  • Team Review + Recommendations

  • Identification of Hurdles + Proposed Solutions in all areas of business

 
THIS IS FOR YOU IF...

  • Your business is at a crossroads and you feel like you need to model out what each scenario to scale looks like - you want a roadmap to see what the cost and potential new revenues would be and how many widgets you’d need to sell to get there.

  • You feel like your team is experiencing high turnover, or you’re feeling disconnected from your team, they are hitting roadblocks when communicating with each other. 

  • Your business is in a crisis situation, you don’t know where to turn next, but you’re racking up debt and can’t afford the payroll and you know it can’t continue this way.

  • You have an idea for a business but don’t know if its viable or how to execute on that idea or even what to call it.

  • You want to figure out how to “balance it all”, finding time to have a family and a career, while making space for things you like to do.

  • You’re in a holding place or restless in your current situation, but don’t know what you want to do or where you want to go.

  • You feel unorganized in your daily life as a family and haven’t really defined the greater vision for your family, but have the desire to be intentional about what that is and how to make that happen. 

  • You are going through a transition of any kind and feel disheveled.

  • You're frustrated with your work-life balance (or lack thereof!).