Financial Foundations


Creating a financial foundation is challenging and sometimes takes a back seat to the excitement of getting out in front of your audience and marketing your product and services to them.

But there are other factors to get right and put structure to before you ever get started. Once you have a financial foundation, it frees you to create your chosen business. I hope you see the opportunities for the places you can take your business when you have the freedom of running the company without the stress of lack of funding.

Each element we mention in this checklist is hugely beneficial in helping you understand where your money is and how best to manage your resources at any time.

Let’s dive in. 



Hi, I'm Roz


I've spent my 20+ year career helping founders, small business owners and CEOs achieve their goals to build thriving, profitable businesses that align with their way of working.

Spanning my work life from a Wall Street firm to corporate retail to working with small business owners, I know intimately how the health of your business impacts the well-being of yourself, your family, and everyone involved.

I look forward to hearing from you once you access the checklist. Downloading it is the first step to taking control and staying on top of your money!

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