financial coaching services


You have worked hard to create a business that is highly successful and profitable.

Yet you have this nagging feeling that you are not doing enough to ensure that you will always be able to take care of your family.

In fact, it has gotten to the point that you are now stressing out that you are blowing all your hard earned dollars and will end up either working forever or broke and on the street.

Problem is you are frozen with fear on making the wrong decision.

There are so many things to consider and every time you try to make some progress on saving for retirement you just get confused by the terminology or all the paperwork.

Worse yet, when you think about hiring a planner you get immediately turned off. Everyone that you meet is either worse than a car salesman that knows nothing about investing or they are so condescending that you can’t stand to be in the same room as them.

You are a smart successful business owner – you are not naive or  dumb, so why is everyone in the finance world treating you like you are?

You are beginning to feel like you won’t ever reach retirement because you don’t know where to start and those that can help are the last people you want to trust your money with.

Then to add insult to injury, no one you meet that you can somewhat stand to be in the same room as, has no clue how a business owners financial life is different than a people with jobs.

Budgeting is not easy, knowing exactly how much to save is not easy, diversification is hard and you don’t have a regular 401K provided by an HR department to make things easier.

I understand your pain.

I have  been self employed for 14 years, I get that while one year may be great, another might not.  I get that your industry can change and what was once a great business might not be anymore. I understand that besides for retirement you are worried about insurance, your employees, taxes and about a zillion other small business issues.

Besides understanding you, I am trained in finance. I love investing. Bought my first stock in the 6th grade. Crazy I know!

What does this mean for you?

  • I can teach you how to create wealth plans that fit your life and business.
  • I can teach you how to understand what your financial planner is saying (if you ever decide to hire one).
  • I can help you evaluate new investment opportunities.

Best part? All without worrying if I am trying to sell you financial products.

My, name is Andrea Travillian, and I am a financial coach for small business owners.

When you work with me, I teach you how to create your own plans so that you take back control of your finances.

No more overwhelm, confusion or feeling like you are being sold to.

With me you get straight forward tips, advice and help.

Stop putting off tomorrow and start taking control of your financial future today.

Check out my financial coaching services or my blog to get started!