Business owners need to transition from reactive decision-making to intentional, strategy-driven growth, bolstered by clear insights, practical solutions, and ongoing advisory support through business financial consulting. These consulting packages will assist business owners in gaining clarity, enhancing performance, and achieving strategic growth, while also benefiting from financial coaching and effective wealth management.
Ideal for:
- New or early-stage entrepreneurs
- Small business owners lacking structure
- Business owners seeking clarity and next steps in their journey
Includes:
- Initial 30-minute Consultation (Free)
- Budget creation
- Business Strategy Development
- Business assessment & diagnostic review
- Basic cash flow and profitability insights
- Risk Assessment
- Customized action plan with recommendations
- 2-3 consulting sessions focused on business financial consulting
Duration: 1-2 months
Investment: $1,000
*Best for Entrepreneurs & Early-Stage Small Businesses seeking financial coaching and wealth management strategies*
(Some items/services in the package are available as individual items upon request)
Ideal for:
Businesses with consistent revenue
Owners experiencing growing pains
Businesses seeking improved efficiency and profitability through business financial consulting
Includes:
Initial 30-minute Consultation (Free)
Budget review & Optimization
Comprehensive business assessment
Financial performance and cash flow analysis
Operation improvement recommendations
Financial forecasting and modeling
Risk assessment and management
Biweekly consulting sessions
Ongoing support and progress tracking with a focus on financial coaching
Investment: 3 - 4 months
Cost: $2,200
*Best for Established Small Businesses*
(Some items/services in package are available as an individual item upon request, including wealth management services.)
Ideal for:
- New or early-stage entrepreneurs
- Small business owners lacking structure
- Business owners seeking clarity and next steps in their journey
Includes:
- Initial 30-minute Consultation (Free)
- Budget creation
- Business Strategy Development
- Business assessment & diagnostic review
- Basic cash flow and profitability insights
- Risk Assessment
- Customized action plan with recommendations
- 2-3 consulting sessions focused on business financial consulting
Duration: 1-2 months
Investment: $1,000
*Best for Entrepreneurs & Early-Stage Small Businesses seeking financial coaching and wealth management strategies*
(Some items/services in the package are available as individual items upon request)
Ideal for:
Businesses with consistent revenue
Owners experiencing growing pains
Businesses seeking improved efficiency and profitability through business financial consulting
Includes:
Initial 30-minute Consultation (Free)
Budget review & Optimization
Comprehensive business assessment
Financial performance and cash flow analysis
Operation improvement recommendations
Financial forecasting and modeling
Risk assessment and management
Biweekly consulting sessions
Ongoing support and progress tracking with a focus on financial coaching
Investment: 3 - 4 months
Cost: $2,200
*Best for Established Small Businesses*
(Some items/services in package are available as an individual item upon request, including wealth management services.)
Working with Prosperity and Wealth has truly transformed Heavenly Hands. Tiffany, the owner, has been an absolute game changer for our agency. When we first connected, we had just three employees. Today, we’ve grown to a team of 13 and that growth didn’t happen by accident. Tiffany created a strategic company growth plan tailored specific
Working with Prosperity and Wealth has truly transformed Heavenly Hands. Tiffany, the owner, has been an absolute game changer for our agency. When we first connected, we had just three employees. Today, we’ve grown to a team of 13 and that growth didn’t happen by accident. Tiffany created a strategic company growth plan tailored specifically to our goals and capabilities. She thoroughly reviewed our finances and helped us see exactly how we could scale responsibly and sustainably.
Beyond planning, Tiffany continues to play a critical role in our operations by preparing our annual cost reports for submission to the NYS Department of Health, a complex process that she handles with precision and ease. Her knowledge, professionalism, and genuine commitment to seeing Heavenly Hands succeed make her an invaluable partner. I can confidently say that working with Prosperity and Wealth has been one of the best decisions we’ve made for the health and future of our company.
- CEO Heavenly Hands Inc, NY
Tiffany Gill has been a key piece in the brand management of my vending business, B&HF Vending Services. She has been instrumental in shaping my organization's identity and driving long-term success by implementing effective business consulting strategies. Through strategic brand positioning and a clear understanding of my target audience
Tiffany Gill has been a key piece in the brand management of my vending business, B&HF Vending Services. She has been instrumental in shaping my organization's identity and driving long-term success by implementing effective business consulting strategies. Through strategic brand positioning and a clear understanding of my target audience, we have set financial goals that align with our vision for business growth. Our brand is not just recognized but also respected for its values, reliability, and innovation. Tiffany was always available for any questions or concerns I may have had throughout the process, demonstrating outstanding customer service. She was eager to accept feedback and provided valuable insights, which were a significant asset to me. Additionally, Tiffany helped me with budgeting and implemented management services that guided me in reaching our strategic goals and initiatives for personal wealth and wealth management.
- B&HF Vending, Maryland
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