CLIENT SERVICES
OVERVIEW
Business and executive coaching services with an emphasis on entrepreneurial ideas such as professional and business goal implementation, organizational structure, strategic planning, life balance issues, revenues/income growth, marketing strategies (including intro to personal public relations/networking), professional mastery and success strategy implementation. Can include tax return preparation as well as quarterly financial statement preparation
Middle and upper income technical, creative and licensed professionals and entrepreneurs. We have helped clients with life balance issues, those making the leap to self-employment, financial changes (i.e. career shifts, job advancement, signing bonus, stock options, lottery winnings, legal settlements, etc.)
- Corporate Executive or Manager level account - Corporation pays for services rendered to executive/manager on a monthly basis -- coach and client will choose from some of the available services and/or customize services upon request (with some corporate input).
- Individual Executive or Manager Level Coaching - Individual pays for services rendered to executive/manager on a monthly basis - coach and client will choose from some of the available services and/or customize services upon request.
- Small Business Owner - Small business pays for services rendered to owner and up to one partner on a monthly basis - coach and client(s) will choose from some of the available services and/or customize services upon request.
- Executive Committee/Board of Directors/Advisory Board - Business pays for services rendered to the team of up to 6 members on a monthly or quarterly basis. The coach and team will choose from the available services and/or customize services upon request. The goal of board coaching is to assist the team with goal setting and implementation, vision, harmonious work, policy setting, etc.
To set up an appointment, please call 919-544-0398 or send an e-mail to info@moneyful.com
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