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!

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Where to Start

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


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

What is the Format of an EIN?
As you are setting up your business, there may be some words, numbers, and acronyms that you don’t understand, know[...]
What is a Home Warranty About?
A home warranty protects you from the expenses of a breakdown or malfunction of your household appliances and systems. It[...]
Business Line of Credit Guide
Every business owner and every small business requires cash flow. A lot of times businesses need a little boost with[...]
Common Expenses for an Online Business
You will need to save up some money before you can launch an online business. This is because there are[...]
4 Ways Small Businesses can save $$$
Most small businesses spend a vast amount of their time trying to reduce overhead. It is a simple fact of[...]
How to Save Money on Auto Insurance
Just like most things in our life, it is easy to want to spend less money on car insurance. Insurance[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth