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.


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

How to Successfully Apply for a Business Loan
Securing the right loan at the right time can prove massively beneficial for a growing business. Indeed, solid loans allow[...]
4 Tips for Moving Your Marketing Services In-House
Many small businesses rely on marketing and advertising agencies to supply them with marketing content, social media strategies, and paid-advertising[...]
3 Really Stupid Things that Really Smart People Do With their Money
In between eating from his box of chocolate and regaling bystanders with tales of magic shoes and war heroics, Forrest[...]
Ways to Borrow Money
Everyone has been there at some point in their lives, you need money. This situation can come with different circumstances.[...]
Using Real-Time Analytics to Drive Great Customer Experience
In today’s advanced digital age, the customer has high expectations, so there’s little room for error or compromise by any[...]
Preparing for Student Financial Expenses
Many of us understand that unforeseen circumstances may require you to pay out money you hadn’t planned to spend and[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth