Cornerstone Financial Coaching

When I say I'm a financial coach and consultant, it often sounds generic and the next thing I hear is:
"OK, but what do you do?".

Great question!!

Many coaches act as a sounding board for their clients and ask the questions that help you work through challenging situations.

There's real value in that, but it's not me.

Instead of asking questions, I provide options.
Notice I didn't say "answers".
I never tell my clients what they should do with their money or how they should run their business.

My goal is to equip every client to make informed, intentional decisions with their finances, business and/or personal.

This week the range of topics was wild.
I helped clients navigate all of these areas:
✔️Commercial lease terms
✔️Estate tax and inherited asset valuation
✔️Annual bonus allocation
✔️Credit card interest reduction
✔️Pre-retirement spending plans
✔️Credit cards as a cash flow tool
✔️Positioning expenses for business deductions
✔️Health insurance premiums
✔️Future cash flow planning
✔️Student loan programs
✔️Optimizing utility costs
✔️Payroll withholding correction
✔️Bankruptcy considerations

Now I understand why I'm tired at the end of the week!

If any of these are on YOUR mind, feel free to send me a message while it's fresh in MY mind!

Thank you Patti Sutherland for hosting this monthly meeting for Christians In Business.

It’s always uplifting and great conversation!

Do the professionals managing your books understand what it's like to sit in your chair?

Most bookkeepers, accountants, and consultants are great at what they do.

But their experience is limited to working WITH business owners and executives, not being in their shoes making the tough decisions.

I've been on the other side.

As a CEO, I labored over decisions that affected employees, clients, and the future of an organization.

That means I'm able to translate the numbers into plain english and explain what they mean for the decisions you're actually facing.

Someone said this to me yesterday as we debated an issue:
"You would be the only one. I don't know of another person who has been in the position you were in as CEO or CFO."

I usually shy away from throwing around my former titles.
It's not to brag.
But it's makes me different.

Message me if you'd like to chat about how I could help you use your numbers to take your business to the next level.

Thank you Patti Sutherland and Christians In Business for a great summary of the services we provide at Cornerstone Financial Coaching!

Patti is doing amazing things growing the group of business owners that believe in her mission at Christians in Business.

"Now that it's the end of June I have fantastic news ........................... so far so -super- good!
I am happy and healthy.
I hope my email makes you smile since it is a result of a big effort you and I have done together!"

YES, it did make me smile!
In fact, this email from a former client made my Monday!

She checked in out of the blue to let me know how great things are going.

The most important results of what I do are not really the specific numbers.

They are the feelings of relief, happiness, freedom, and confidence, to name just a few.

I'm so happy for her today!