Top 10 To-Dos Before Starting a Financially Successful Business!

Get on the path of financial security, confidence, and independence.

Step One

Schedule a Free Consultation

Set up a free 30-minute call to discuss your financial challenges, wants, and goals. Ask questions and be heard without judgment, jargon, or shame.

You won’t be asked to make a decision on the call, and you won’t be pressured with a “limited time offer.”

I’m here to support your goals and vision—not sell you investments or products.

  • No commissions
  • No product sales
  • No referral fees


Questions? Get in Touch.

Next Steps


Complete the Pre-Meeting Questions

After scheduling your initial consultation you will automagically get an email and text from me confirming your appointment and asking you to answer several questions.

These questions will help frame our initial conversation, so set aside 10-15 minutes to answer them thoroughly and thoughtfully.


Complete the Money Type Quiz

You will also be asked to complete a Money Type Quiz. This short quiz will help us see where your relationship to money current stands and what might be helpful to focus on.

Both this quiz and the pre-meeting questions must be completed at least 24 hours ahead of our meeting. Otherwise, we’ll reschedule for a later date.


Decide if I’m the Best Fit for You

I won’t ask for a decision on our call; it’s important you take at least a day to decide if you’d like to move forward.

After our call, I’ll email you any resources, referrals, or program details we talked about during our meeting, and, after a mutually agreed upon amount of time—usually 24–48 hours—you can let me know if you’d like to work together.