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.

Reviews on Brice Capital
While debt has been a growing problem faced by consumers over the years, it was exacerbated when the pandemic emerged[...]
Useful Tax Tips for Small Business Owners
Thousands of small business owners across the United States are currently gearing up to file their taxes. While those who’ve[...]
Old Dominion Associates Reviews to Help With Debt Consolidation
Are you struggling under the weight of debt? If you’re stressed and anxious about your financial situation, you may need[...]
Reviews & FAQs on Taft Financial
Taft Financial is gaining attention recently in their efforts to help consumers get back on top of their financial picture.[...]
Establish an Emergency Fund Starting Today, No Excuses!
Establishing an emergency fund is crucial. No one is immune to financial surprises. Many people postpone saving for a rainy[...]
How forex trading affects the value of the Pound
Foreign exchange trading (forex or FX) is the global market for buying and selling currencies. It’s the world’s biggest financial[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth