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!

​Tired of your timeshare? Why not initiate a timeshare exit to stop the maintenance fees once and for all. Sell your timeshare on the secondary resale market for extra cash today!

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.

Why Is Beacon Resources the Best Option in the SoCal Area?
Whether you're a middle-market business owner looking to hire in your finance department or an experienced accounting professional seeking new[...]
GovDocFiling Can Help You File for Your EIN in All States
If you are planning to establish your own business, you must consider getting your EIN or Employment Identity Number. You[...]
The Best Lab Testing Software of 2018
Every lab comes with its own needs, and those needs need the right software to be met. Whether you run[...]
Manufacturing Cost Reduction with the Help of SaaS Tools
Manufacturing costs are the resources that you use during the conversion of raw materials into products. They include cost associated[...]
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[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth