Do You Have a Strategy?

Do you know the course?

Because hope is not enough.

Small businesses are born out of passion and hope, but they require so much more to grow and to be realized.

They require intentionality, preparation, coherence, and design.

Let’s face it, your business needs to not just make money; it needs to build long-term wealth, security, and peace of mind for you.

Financial Literacy + Business Strategy = True Freedom

Building wealth is about managing risk.

Having financial freedom allows one options and choices.

Your business has to be a vehicle for building personal wealth, otherwise, why bother?

That’s why strategic business development is part of the equation.

I help people:

  • Clarify their values and align financial decisions with what truly matters.

  • Make better financial choices by understanding risk, opportunity, and the cost of inaction.

  • Develop revenue-generating business ideas that are both fulfilling and financially sustainable.

  • Structure their business strategically so that it supports personal financial goals—not just keeps them busy.

  • Allocate resources effectively and manage expectations so that financial decisions are intentional and well-balanced.

At the end of the day, success looks different for everyone. It’s about knowing what "enough" means for you and making financial choices that create long-term security, fulfillment, and peace of mind.

If you want to feel more confident in your financial future, develop a business that supports your freedom, or make decisions that align with your goals, let’s talk. I can help you see the bigger picture, chart the right path, and take action in a way that feels smart and sustainable.

Strategy Frameworks for Business Plans

Here are some of the tools I take to analyze a business plan:

  • The 4 P’s

  • SWOT analysis

  • 5 Forces Analysis

  • Competitor Analysis

  • Dynamics of Price Competition

  • AI

Created with ChatGPT

Can you answer these questions?

  • Are you a complementor or a competitor?

  • Can it scale?  Should it scale?

  • What’s the actual budget?

  • How are you managing risk?

  • How does this business fit into your life’s SMART goals?

How to analyze a business requires a holistic approach and someone who knows how to ask better questions.

Your business is nuanced, so AI cannot generate a business plan for you that is uniquely you.