Frequently Asked Questions

There are a lot of coaches out there. What makes this program right for me?

You get to work directly with a CFP® professional who has achieved real world success in both corporate America and as an Entrepreneur. Many coaching programs are taught by people whose only business experience is running a coaching program. As a Certified Financial Planner®, Jeremy has completed a rigorous, multi-year training program and passed one of the most difficult exams in the industry, so you know the advice provided is authentic and actionable. Jeremy grew up in a Christian home where he was taught the values and principles that are essential to running a successful, ethical business in a secular world. He is a family man who understands that your business is not just a hobby, but the source of income for your family, your dreams, and your ability to impact the world.

Who do you work with?

New and existing business owners who are looking to grow their business and entrepreneurs who want their business to reflect their values.

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What kind of businesses are right for the program?

The information and guidance Jeremy provides is applicable to multiple business types and since each program is fully customizable, you know the guidance will be applicable to your specific business. Jeremy only works with people who want their business to eventually be their primary source of income. This program is not designed to work with MLMs.

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Do you work with Christian businesses?

Whether a business is Christian or secular, operating with integrity and incorporating Biblical principals can help any business stand out in competitive markets. 

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What are some of the topics you will cover?

Financial planning, risk analysis, budgeting, raising capital, marketing, business structure, attracting customers, finding your niche, managing employees, growing your business, online presence, ensuring your business reflects your values, etc. Since the program is fully customizable, you get to decide which topics you want to explore, which ones to dive into, and which ones to skip. You are in control!

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What Programs do you offer?

You can choose either The Starter Plan or The CEO Plan. 

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What is included in The Starter Plan?

The Starter Plan is designed for the entrepreneur. You will jumpstart your business with financial guidance and one-on-one instruction.

The package includes:
* 4 bi-weekly one-on-one sessions with a Certified Financial Planner®
* Tools and guidance to help you create a budget and financial plan
* Instruction on how to start a successful business

The Starter Plan is $1,997 for 2 months worth of targeted instruction to help get your business off the ground.

What is included in The CEO Plan?

The CEO Plan is a comprehensive, fully customizable program that will help you take your business to the next level.

The full-year package includes:
* 12 bi-weekly, one-on-one sessions with a Certified Financial Planner® in the first 6 months. During this time         we will dive deep into all elements of your business to ensure you are set up for success
* 6 monthly sessions during the second half of the year to help you identify what’s working, what’s not, and make the necessary changes to keep your business growing
* 4 bonus sessions that can be scheduled at your convenience to address opportunities or challenges that             can't wait

The CEO Plan is $9,997 for a full year guidance and advice from a CFP® professional, successful entrepreneur, and dedicated small business coach. Ask about payment plans.

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When are sessions scheduled?

All sessions are through video conference and can be scheduled at a time that is convenient for you. 

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How do I decide which plan is right for me?

The Starter Plan is best for people looking to jumpstart their new business or step into entrepreneurship.

The CEO Plan is best for businesses looking to grow quickly and achieve success in a competitive marketplace.

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How do I sign up?

Complete the form at the bottom of the page to schedule a free consultation to get your questions answered and see if the program is right for you.

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