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 & 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[...]
Ways to Borrow Money
Everyone has been there at some point in their lives, you need money. This situation can come with different circumstances.[...]
How to Improve Your Chance of Getting a Small Business Loan
Whatever kind of business you have decided to start, chances are that getting it off the ground and propelling it[...]
How to Keep Your Business Afloat amidst a Looming Economic Recession
If you own a business then you need to know that at some point, you are going to go through[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth