strategy sessions

One-on-one support with a high level of return. We’ll focus on financial analysis and business strategies to get your business on track.
Note: Strategy Sessions are open to all business types and industries.

vip day

The Gold Standard

Spend a whole day with an expert business coach. Together, we’ll create a vision, strategic plan and actionable tasks.

$5,000

half day

Just Right

This half-day session is designed to help you determine your next objectives and the ideal strategies to get you there.

$2,750

mini session

The Essentials

The quick, budget-friendly option that packs a punch! Perfect for the business owner who needs a jump start in their business.

$1,000

need more info?

Get more details about our strategy sessions below!

vip day

in-depth strategy session

  • Full Day of Strategy

  • Personalized Content

  • Immediate Results

  • In-Depth Analysis

Have a professional business consultant at your fingertips for strategy, advice and complete honesty and transparency. Our highest value strategy session will make the biggest impact.

$5,000 investment

1 day commitment

what’s included.

RESULTS.

  • Financial Clarity

  • Business Prosperity

  • Family Harmony

  • Accountability & Transparency

  • Immediate Results

  • In-Depth Financial Statement Analysis

  • Budget & Financial Projections

  • In-Depth Business Strategy Review

  • Hands-On Strategy Support

  • Transition Plan

Schedule.

  • You’ll receive an in-depth financial statement review and feedback/tools to create a custom budget and financial projections. By the end of this session, you’ll know your business financials inside and out.

  • During this session, we’ll perform an in-depth business strategy review. You’ll complete a strategy workbook, completing your business vision, mission, values & goals. We’ll also discuss any transition planning issues. Together, we’ll create a list of actionable items to grow your business.

  • You’ll receive all notes & recordings from the session as well as a timeline to send completed materials to Michelle for a final review.

book a vip day session.

Let’s sit down and discuss every facet of your business. By the end of this day, you’re going to have financial clarity and a strategic plan to act on.

Half Day

‘Just Right’ strategy session

  • Half Day of Strategy

  • Personalized Content

  • Immediate Results

  • Financial Clarity

$2,750 investment

half day commitment

A more affordable version of our VIP Day, this option will follow the same process in half the time. You can ensure progress and clarity in your business.

what’s included.

RESULTS.

  • Financial Clarity

  • Business Prosperity

  • Family Harmony

  • Accountability & Transparency

  • Brief Financial Statement Analysis

  • Budget & Financial Projections

  • Brief Business Strategy Review

  • Hands-On Strategy Support

Schedule.

  • You’ll receive a brief financial statement review and feedback/tools to create a custom budget and financial projections.

  • During this session, we’ll perform a brief business strategy review. You’ll work on a strategy workbook, completing your business vision, mission, values & goals. Together, we’ll create a list of actionable items to grow your business.

book a half day session.

Let’s sit down and discuss the most important aspects of your business. By the end of this day, you’re going to have more insight into your business financials and a strategic plan to act on.

Mini session

budget-friendly strategy session

  • 1.5 hours of Strategy

  • Personalized Content

  • Immediate Results

  • Brief Analysis

$1,000 investment

1.5 hour commitment

A quick check-in with a business strategist to get you on the right track.

what’s included.

RESULTS.

  • Financial Clarity

  • Business Prosperity

  • Family Harmony

  • Brief Financial Statement Analysis

  • Budget & Financial Projection Advice

  • Brief Business Strategy Review

Schedule.

  • You’ll receive a brief financial statement review and feedback/tools to create a custom budget and financial projections.

  • During this session, we’ll perform a brief business strategy review. You’ll work on a strategy workbook, completing your business vision, mission, values & goals. Together, we’ll create a list of actionable items to grow your business.

book a mini session.

Let’s sit down and discuss the essentials. No frills, just straight up strategy and business talk.

not sure which strategy session is right for you?

Get on my schedule for a quick chat. I’ll walk you through each strategy session and ensure that you make the right decision for you and your business.

- Michelle Patten, Founder & CEO