I want to be your business board member.
What does that mean?
From a strategic standpoint, I want to be your partner in making your business provide the financial fuel you need to make your life work.
When I work with business owners, I want them to learn the actual real brass tacks to running the business so that expenses don’t kill them. Or to help prevent them from falling into the trap of working IN the business instead of ON the business.
I want them to be systematized – not “just” with finances, but with the business entity.
You’d be surprised at what organization frees you up to do.
This is different from financial planning…yes, I believe everyone needs some level of financial planning (that’s why I have this other business) but mostly, busy people needs to build the skills required to capture the money they make. And develop a process to do that on an ongoing basis.
I am not talking about working on your finances for hours a week; most people need at most 1-2 hours per month once they know what they should be doing and to build that habit.
Financial success is a PROCESS.
Since I work around money constantly, I bear witness to successful people, making good money who are SO busy making it all happen… they look up one day and realize they have been so busy running on the hamster wheel that they forgot to keep any of the money they created with their business-doing-amazing-things-but-keeps-them-super-busy.
I see the panic when people have a growth year and forgot to stay on top of taxes – and no one is telling them how to fix that shit.
I see the frustration of working hard and receiving the recognition, growing your beautiful business and taking care of your beautiful family and wondering why you still have a credit card balance.
I see the confusion when someone pays $7,000 to a coach for some luxury money mindset and nothing changes financially.
Because what you need – what everyone needs – is attention and skill building.
I said it before, financial success is a process. It’s infrastructure. It’s knowing what goes where.
It’s actually giving definition to those things you know you should be doing but maybe aren’t clear on the HOW.
That’s what we do when we work together on this.
Business Coaching Package
Two monthly 60-minute calls over 6 months.
Accessible directly by email and text during office hours for whatever questions or noodling you’re focused on.
In addition to the calls, you’ll be spending another 30-60 minutes per week while we work together reinforcing the processes and doing stuff, creating plans of action, etc.
$3,780 for the entire process. You can pay in full or we do a monthly credit card authorization.
Once you complete the intake form below, I answer questions and send you a scheduling link. You commit to 12 calls.
I’ll have you sign my agreement and either send you an invoice to pay in full or have you complete a credit card authorization for monthly payments.
Once I receive your payment, I’ll be in your inbox within 1-2 days with some pre-work to get started.
In our work together, I will help you:
- Clarify your financial goals and make sure business versus personal are balanced
- Look at how to run your business “cash flash” to understand timing of money
- Identify what excess cash flow looks like for business and personal. Troubleshoot spending and confirm SOP for your spending
- Identify business development budgets and opportunities
- Map out a review process to stay clear
- Point you to resources to implement your financial vision tactically
- Start you building cash resources
- Connect your saving to your specific goals and a way to assess progress
- Identify a debt payoff plan if needed
- Allocate resources for short-mid-long term goals
- Help you realize that even successful people struggle and that financial success is a process.
Once you have the proper tools and skills, you’ll feel confident no matter what the current situation is, and you’ll have peace of mind that you can navigate the financial waves, swells and tsunamis that come your way.
After we chat, we will find 12 slots over six months to meet. I typically use join.me so we can screenshare your screen (and we don’t care if we’re not photo ready).
Typical slots might be midday Monday, Wednesday or Thursday. All Pacific time zone.
You fill out this intake form and ask all questions
I send you all of the stuff you need to get started
You commit by scheduling with me
We have you sign the agreement and set up invoicing
We start checking in on tasks to get started, building up to our live calls
Just so you know, I am a bit of a hardass.
The reason is this (and this is a nod to Susan Hyatt, life coach extraordinaire):
Ever bought a ticket to a play or a concert and then didn’t feel like going?
It’s because it was outside of your normal comfort zone.
Or maybe you reserved time with a personal trainer and then bailed. Maybe the reason you bailed was that the rest of your life seemed unmoveable.
But guess what? These are symptoms.
Of not putting yourself first. Of not putting your finances first, or your business first…your well being first. Because no doubt – good finances contribute to your well being.
The play or concert you bailed on – the actors, the artists and your personal trainer – they still showed up.
Even though you stay home, missed out…you still had to pay because they blocked out that time to work with you, perform for you, etc.
They aren’t refunding your money, just because you decided not to show up or messed up your schedule or whatever. That was your choice.
And BTW – the reason I have a successful business is because I am precise with my time. This is part of that lesson.
You will be amazed at what happens when you commit to the process and get real about what you really want to achieve.
Here’s the official policy as written in the agreement:
All work is based on the consulting rate specified in your agreement. If participant requests a refund, Mindy will provide a statement of time worked, deduct what is owed and send you back any remaining money. This includes any already-scheduled meetings that occur within the next 5 working days.
Mindy rarely reschedule calls or meetings (twice in 2 years due to illness). If it happens, Mindy will make heroic efforts to maintain the agreed-upon working schedule and reschedule that meeting at participant’s convenience (nights and weekends, if necessary).
If the participant needs to reschedule, we require at least 2 business days’ notice. If we receive less than 1 business days’ notice, you miss that appointment. Meaning, if participant is scheduled to talk on Monday, the latest notification without losing your fee would be the prior Wednesday morning. Saturday and Sunday don’t count. This ensures that the participant is committed. If the participant chooses to miss an appointment with fewer than 2 business days’ notice, the appointment will not be rescheduled and the Coach and participant will simply continue on with the rest of the schedule.
I get it; people get sick, kids crash into brick walls and sometimes plans change. I reserve the right to be less of a hardass, once I have assessed your commitment level and the specific thing keeping you from our appointment. I happily reschedule for hurricane evacuations, other natural disasters, sudden medical emergencies and other events outside your control. We just need to make sure there is a real reason, and not that you have lost interest.