Strategically Plan Your Growth!

generational wealth
LivePlan Makes it Surprisingly Simple to Write a Convincing Business Plan & Projected Financials


You get a step-by-step process to follow

LivePlan asks you questions about your business, you plug in the answers. It's as easy as that. We'll work together to get straight-forward answers to:

  • Ways to write a pitch that grabs investors' attention
  • What to include in your financial projections
  • Every other essential piece you'll need to get it done



Before your session...

Please fill out the form below to help us complete your strategic plan & for you to get the most out of your coaching session.

The Way Forward!


Frequently Asked Questions


How do I schedule my appointment?

Upon purchasing our services and your coaching, you'll receive further instructions on how to book a time for your appointments. You will receive a 15 minute initial session. Then a second (2nd) session for one (1) hour once you access the LivePlan software.


When and how will I receive my business plan & projected financials?

We will complete it together during our one (1) hour coaching session. You will receive it at the end of the session.


Are there any hidden charges?

Oh No! The fee for the LivePlan software is included in the price of the coaching package. You will have access to LivePlan for 30 days.

However, it must be a project that stays within the budget of the Coaching Package.


Can I purchase additional coaching time?

Absolutely! If you find yourself in need of more coaching time than what is in your package, simply purchase time with us by the half-hour time slots that are available on our calendar.


Can I get additions to my business plan & projected financials?

Yes! If you find that there needs to be changes to your documents we will assist you up to 10 days from date of purchase. Keep in mind you have the right to make changes to your company documents as needed within LivePlan for as long as you choose to keep the software.