The milestone plan is the cornerstone of all of our clients. Every client does this milestone plan the moment they are accepted into our program. It takes approximately 2 hours to complete and you will benefit by having a plan for your business that will give us the transparency and working knowledge of what resources to put around you and when to make those introductions.
Click Here to Download the Milestone Plan and Measures
Request an Appointment to Go Over the Form
Financial Structuring Program
Learn how to have your business be sustainable throughout slow seasons and busy seasons. Through our financial structuring you will be educated on how to read your profit/loss statements and see what trends to be aware of and what money you’ve been leaving on the table. What opportunities you can create newly with your money?
Schedule a Financial Planning Session