Strawberry Plus for The Trailblazing Lady Entrepreneur

This program is designed for the lady entrepreneur blazing her own trail. If you are starting a business, or are already established, we can help you create clarity in your business and personal finances. Finally, a financial conversation designed by a woman, for women. Blaze your money-trail.

Initial Engagement

Choose your cadence.

Meet once per week or twice a month.

4-12 meetings | 3-6 months

Typically, in the first 3 meetings we cover a majority of the important details. Our pricing is based on the complexity of your situation, with a minimum of $3,500 and will not exceed $5,000. Factors that affect pricing include income types, investment types, marital status, blended families, children, and financial literacy.

Starts at: $3,500 paid in 4 or 5 installments

-Guided Business Strategy Overview

-Review Bank relationships, Accounting, Legal, Website, Marketing

-Financial Preparedness

-Pricing Metrics

-Succession and Financial Planning

-The Financial Vault

-Financial Plan

-3 follow-up meetings per year.