Financial Readiness Review

A short review to confirm whether your current financial setup is still appropriate for your level of success.

If your business is doing well but your finances feel more complex than they used to, this review helps you determine whether your current DIY setup is still the right fit — or if you’ve outgrown it.

This is not a sales call. It’s a calm, structured way to sanity-check where you are and what (if anything) needs to change.

  • This review is designed for small to mid-sized business owners who:

    • Have reached a point of financial comfort or stability

    • Manage both business and personal finances

    • Work with a CPA but still feel uncertain outside of tax time

    • Sense their finances have gotten more complex than their current system

    • Want confirmation they’re set up appropriately for this stage of success

    This is not for you if:

    • You’re just getting started in business

    • You’re looking for investing tips or quick tax hacks

    • You want someone to tell you what stock or crypto to buy

  • The goal isn’t to fix everything. The goal is to confirm fit.

    You’ll get clarity on:

    • Whether your current financial structure still makes sense

    • Where your setup is solid — and where it may no longer scale

    • What’s being over-complicated vs. under-addressed

    • The order things should be evaluated or improved, if at all

    You’ll walk away with a clearer sense of whether your finances are:

    • Still appropriate as-is, or

    • Ready for a more intentional, integrated approach

  • Most business owners don’t struggle because they’re irresponsible. They struggle because the system that worked early on doesn’t evolve as success, income, and family complexity increase.

    This review exists to give you clarity before you make changes, not after problems show up.

    1. You answer a short set of questions (about 5–7 minutes)

    2. I review your responses and overall setup

    3. You receive a concise summary outlining what’s working, what may need attention, and next considerations

    4. If it makes sense to talk further, we can — if not, you still keep the clarity