What to Expect:

• A friendly, focused 30-minute session to review where you are and where you want to go

• Clarity on whether the Financial Foundations Setup or Reset is the right fit

• A no-pressure conversation that puts your peace & profitability first

Prep Before We Chat:
✅ Your business name + type of entity (LLC, sole prop, etc.)

✅ What software (if any) you currently use (QBO, Xero, spreadsheets, etc.)

✅ How far behind your books are (if this is a Reset)

✅ Any key questions you want answered

⏳ Heads Up: Please respect our time together.

If you need to reschedule, use the link in your email at least 12 hours in advance.

No-shows will not be rebooked without approval.