Entrepreneur Intensives

Whether you're a part of the Great Resignation and just starting out, or you've been in business for a few years, sometimes it's nice to spend some intentional time getting your business & your life together. If you have always wanted to get your financial planning done but don't want the long term commitment of an annual engagement, our SoloPreneur Intensive might be for you. 

We'll spend a full day covering every part of the process above PLUS these added services for entrepreneurs:

  • Setting Revenue Goals
  • Setting Sales Targets/ Metrics
  • Developing a high level Marketing Strategy (best suited for service based businesses)
  • Access to my extensive list of Partner Resources (Dallas, TX based)

Pricing is similar to the above listed prices. This is a bit more of an "experience" and fun to do in person. It's a lot to get done in one setting so you're going to want to eat your wheaties ;)

Availability is limited so please reach out today to schedule your free consult!

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."