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.

How to Uncover & Beat Your Limiting Money Beliefs
Do you ever feel like you are constantly facing the same money problems?No mater how successful you are, your money[...]
4 Things About Small Business Tax Deductions that Will Save You Money
If you are a small business owners, chances are you have a love hate relationships with taxes. One of the[...]
7 Easy Steps to Figure Out How Much To Save for Retirement
I think you will agree with me when I say: Figuring out exactly how much to save for retirement has[...]
The 3 Real Reasons You Are Not Saving for Retirement
In a recent survey I asked why people were not saving for retirement. A whopping 51.6% said that it was[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth