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Let's talk about YOU!

What financial concerns do you have that are
keeping you up at night?

Choose the best method to meet.

+

Choose a time to meet.

Let's talk about YOU!

What financial concerns do you have that are
keeping you up at night?

Choose the best method to meet.

+

Choose a time to meet.

Schedule a session.

An EDGe financial expert will meet with you for 90 minutes of personalized time to talk about you.

NEW CLIENT 90-MINUTE SESSION / $149

Lets talk about you.
Schedule a session.
Choose meeting details.

We have proven results to our approach.

TAKE ACTION

Prepare for our meeting.

Select the topics related to your business financial situation that you wish to discuss.  Here are some common topics we have discussed with many business owners:

  • Quickbooks – Set up and use Quickbooks to manage your business

  • Financial Statements Review – Help you understand your numbers

  • Financial Future - Discuss the future of your business in 1, 3, 5 years

  • Business Succession Planning - Plans for selling your business

  • Cash – Determine where your cash is coming from where is it going

  • Investments - Talk about a specific investment you want to make      

Securely and confidently send / bring any information for use during the meeting, including but not limited to:

  • Checkbook

  • Quickbook Access / Reports

  • Financial Statements

  • Invoices

  • Boxes of Receipts

  • Budget     

Prepare for our meeting.

Conduct meeting.

Discuss your business financial issues confidentially.

Create a plan specific to your issues.

Conduct meeting.
Post meeting takeaways.

Post meeting take aways.

PLAN
Create a plan specific to
your issues.
CONFIDENCE
Renewed confidence in your financial knowledge.
SLEEP
Ability to sleep at night.
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