Business Services

Life Insurance

A one-time payment to your business when you pass away. Your business can use this for whatever it needs.

Business Overhead Expense (BOE)

An expense reimbursement plan if the owner or key person cannot work. This covers the expenses required to keep your business afloat - rent, min. debt payments, etc.

Critical Illness

A one-time payment to your business if you're diagnosed with a critical illness. Your business can use this for whatever it needs.

Group Health Insurance

Helps cover health costs for your employees. There are many ways to structure this, depending on your company's budget. This is an effective employee retention benefit.

Key Person Insurance

A one-time payment to your business when a key employee or partner of whom the successful operation of your business depends passes away.

Life Insurance

A one-time payment to your business when you pass away. Your business can use this for whatever it needs.

Business Overhead Expense (BOE)

An expense reimbursement plan if the owner or key person cannot work. This covers the expenses required to keep your business afloat - rent, min. debt payments, etc.

Critical Illness

A one-time payment to your business if you're diagnosed with a critical illness. Your business can use this for whatever it needs.

Group Health Insurance

Helps cover health costs for your employees. There are many ways to structure this, depending on your company's budget. This is an effective employee retention benefit.

Key Person Insurance

A one-time payment to your business when a key employee or partner of whom the successful operation of your business depends passes away.

Business Financial Coaching

Professional, one-on-one coaching of your business finances.

Are you overwhelmed by your small business’s finances or what it means to incorporate? Not sure where your money is going, how much you should be saving, and which professionals to hire?

We can teach you to

  • Make your money work for your business (not the other way around)
  • Be confident with your finances, even in slow months
  • Enjoy your money and not be afraid of it 

With a financial review and analysis of your business’s progress and habits, we will work on strategies to get your finances in order and keep them that way.

Business Financial Coaching

Professional, one-on-one coaching of your business finances.

Are you overwhelmed by your small business’s finances or what it means to incorporate? Not sure where your money is going, how much you should be saving, and which professionals to hire?

We can teach you to

  • Make your money work for your business (not the other way around)
  • Be confident with your finances, even in slow months
  • Enjoy your money and not be afraid of it 

With a financial review and analysis of your business’s progress and habits, we will work on strategies to get your finances in order and keep them that way.

Business Financial Planning

A professional, one-on-one analysis of your personal and/or business finances.

Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookeeper and who to talk to about…everything?

We offer one-on-one personalized coaching, as well as business coaching programs.

If you’re ready for financial clarity and to tackle the next step in becoming the Best Business YouGet started here! (Not quite that ready yet? Get in touch here.)

With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.

Business Financial Planning

A professional, one-on-one analysis of your personal and/or business finances.

Are you worried about managing cash-flow, how to pay yourself, whether to get an accountant or bookeeper and who to talk to about…everything?

We offer one-on-one personalized coaching, as well as business coaching programs.

If you’re ready for financial clarity and to tackle the next step in becoming the Best Business YouGet started here! (Not quite that ready yet? Get in touch here.)

With a financial overview and analysis, we’ll look at cash flow, financial set-ups and management, goals, and plans. Our advisor can work in conjunction with your other professionals (accountant, lawyer, bank advisor, etc.) to ensure a full picture is in place.

What's the Difference Between a Coach and a Planner?

FINANCIAL COACHING

This is for you if…

  • You struggle to keep our business on a budget
  • You need someone to guide you through the process
  • You feel overwhelmed by finances and want to get organized
  • You struggle with debt

FINANCIAL PLANNING

This is for you if…

  • You want a written financial plan for your business
  • You want a second opinion on your financial strategies
  • You are planning to transition the business
  • You are required to work with a Certified Financial Planning Professional®