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.

Debunking 5 Social Security Myths that Early Retirees Must Avoid
If collecting Social Security benefits are part of your early retirement plan, then here are five myths that you need[...]
How to Deal with Difficult Clients When Freelancing
One of the great things about being a freelancer is that you get to interact with a wide variety of[...]
Money Management Tips for Digital Nomads
The increasing reliance on telecommunications technology for the fulfillment of our professional obligations means more and more people are choosing[...]
The Path of Wealth Creation – Knowing Your Risk Appetite
Deciding that you would like to invest in your future is only the first step down the path to wealth[...]
You’ve Been Denied a Small Business Loan – Now What?
Getting financing as a small business can seem like an uphill battle and can be a challenge if your business[...]
The Benefits of Trading Forex
When CFD traders decide to choose the best market to trade in, they are looking for a market that offers[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth