Business Plan Writer & Strategist

Most businesses hire a business strategist for one (or more) of the following reasons:

- To find out if their idea is viable
- To pinpoint potential growth areas or pitfalls
- To gain clarity on the company's future

I have founded three successful businesses and am a passionate entrepreneur. I guide small business owners in creating a business that represents their vision and developing a strategy that enables growth.

As a small business owner you’re pulled in so many directions. The direction you like least is usually the one that gets left on the back burner and ignored. This can lead not only to a loss of revenue but the demise of a business.

Instead, let's talk through your business; the good, the bad, and the ugly. Together we can design a strategic plan addressing all aspects of the business, or focus attention on one key area, to help you reach its full potential.

After working with me, you will walk away with a clear action plan and a well-written, comprehensive business strategy document that can be used as a guide for the company's path and even for funding and investment opportunities with financial and grant institutions.

If you're questioning what your next move should be or not sure why things are not going as planned, send me a message. Let me help you get your business on the right track by constructing a realistic and achievable strategic plan that articulates your vision, goals and financial strategy.

I have the following qualifications:

Small business owner and entrepreneur since 2008
Professional business strategist for over 250 small businesses since 2015

LICENSES
Series 7 FINRA Registered Representative
Series 63 FINRA Registered Representative
Series 65 FINRA Registered Representative
State of CO Insurance License
Long Term Care Certified
Registered Investment Advisor
Certified Divorce Financial Planner ®
Collaborative Law Financial Neutral

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