Business Consulting, Life Coaching, Life Insurance
Because your business is only one part of your bigger picture.
Business Consulting
Structure and strategy to scale your business with confidence with a focus on tech, product and operations;
- User Acceptance Testing (UAT)
- Test Case Development
- Test Case Management
- Documentation
- Project/Program Management
- KPI and Metric Development
- Operations Planning and Strategy
Life Coaching
Navigate growth with clarity, purpose and resilience
- Mindset
- Goals
- Purpose Coaching
- Health & Wellness
- Travel Planning
Life insurance and Finances
Protect what you've built - for yourself and your loved ones
-401(k)/IRA Rollovers
- College Plans
- Family Banks
- Legacy Planning
- Mutual Funds