Prep Path Path Evaluation.png
Prep Path Path Evaluation.png

Preparation Path Evaluation

$39.00

The Preparation Path Evaluation is a one-on-one consultation for business owners who have questions about their current financial setup and want help determining what type of financial support makes sense for their business.

During the consultation, we will discuss how you are currently managing your business finances, the financial and tax concerns you have, and what you are trying to establish or improve. You will have an opportunity to ask questions about your specific situation and receive guidance on the next steps that may be appropriate.

The Preparation Path Evaluation is a good starting point if you are not yet ready to begin with a Financial Review or are unsure whether the Preparation Path is the right next step for your business.

The Preparation Path Evaluation is a one-on-one consultation for business owners who have questions about their current financial setup and want help determining what type of financial support makes sense for their business.

During the consultation, we will discuss how you are currently managing your business finances, the financial and tax concerns you have, and what you are trying to establish or improve. You will have an opportunity to ask questions about your specific situation and receive guidance on the next steps that may be appropriate.

The Preparation Path Evaluation is a good starting point if you are not yet ready to begin with a Financial Review or are unsure whether the Preparation Path is the right next step for your business.

What Happens Next?

Purchase Your Evaluation

Select the Preparation Path Evaluation above and complete your purchase.

Schedule Your Consultation

After your purchase, you will receive a link to schedule your 30-minute consultation at a time that works for you.

Tell Us About Your Business

Before the consultation, you will provide a few details about your business and the financial questions or concerns you would like to discuss.

Meet for Your Evaluation

During the consultation, we will discuss your current financial setup, answer your questions, and talk through the next steps that make sense for your business.