1:00 hour individual Business Consultation

• Provide guidance and advice based on personal or professional experience.
2. Sharing Experiences:
• Share personal experiences in finance.
3. Setting Goals and Objectives:
• Assist the mentee in setting financial goals.
4. Constructive Feedback:
• Provide feedback on financial decisions and suggest improvements.
5. Ongoing Mentoring:
• Provide ongoing support and answer management questions over time.

New Advisory client, welcome!!! Let's understand a little more about you 🫵

Understanding the managing partner's mindset:
https://forms.office.com/r/JrSeh7X0Gj?origin=lprLink

Understanding your business model:
https://forms.office.com/r/wghtNw2i7J?origin=lprLink

• Introduce the mentee to relevant contacts and networks.