wealth coach for small business owners

Working for yourself is rewarding, yet it creates issues that you never thought about.

Such as finding personal finance and investing advice that matched the unpredictability of a small business.

Or trying to figure out retirement without someone else setting up a 401K for you.

The hardest part? All decisions that you make for your small business impact your lifestyle.

But that is not all...

All decisions you make with your personal finances impact your business.

You end up having to make decisions based that impact every aspect of your life. All based on advice that is meant for someone with a 9 to 5 job.

Luckily you have found Take a Smart Step

My name is Andrea, and I am here to give you personal finance, investing and small business finance advice.

With you and your financial needs as a small business owners as my number one priority.

Have a look around and if you don't find what you need drop me a note!



Where to Start

Really not sure what you want to start with? This page will help you find what you need.

Investing

Ready to learn more about investing so you can retire when you are ready? Start with these blog posts.

How to Ensure Your Business Reaches Its Financial Goals
Highly motivated people love setting goals. Indeed, dynamic individuals are always pushing themselves to go the extra mile so they[...]
Money Saving Tips for Frugal Parents
Even though we truly love our kids, it can be quite expensive to raise children. From toys, clothes, books, medical[...]
What Makes an Email Bounce
When you have a small business, a lot of efforts are concentrated on marketing. How do you get the most[...]
How To Get A Personal Loan
Many Individuals require a loan of some sort at some point in their lives. Loans could be needed to pay[...]
How to Find the Right Insurance for Your Small Business
Starting a small business can become an exciting and a momentous move for you. It is, however, crucial for you[...]
What Is An Efficient Strategy to Make a New Staffer the Most Productive?
One of your core responsibilities as a manage is to inspire employees to be the best people they can be.[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth