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.

6 Tips to a Successful Manufacturing Business Start-Up
If you are looking to start your own business but you are not sure where to begin then, you will[...]
3 Tips for Dealing with the High Cost of Health Insurance
At this particular point in time, it’s difficult to overstate the importance of quality health insurance. Securing good health insurance[...]
Paper Trading in Forex: What are the Benefits?
If you're a first-time investor, it can be scary to enter the exchange market without any real knowledge of how[...]
Top Strategies to Retain Customers and Boost Loyalty
Customer loyalty should be carefully built along with your customer service company culture. To ensure revenue growth, future and current[...]
Staying Debt-free: 5 Strategies that Work
Debt is expensive and can be a serious obstacle if you want to achieve important financial goals. Unfortunately, when you[...]
5 Steps to Help You Tackle a Spring Home Sale
Spring is all about fresh starts. As the snow melts and flowers start to bloom, buyers also come out of[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth