Business Advisory Services

Tell me…

  • Are you a small business owner or budding entrepreneur?
  • Do you need help to objectively analyze your business at all levels and create and implement plans to improve your business health and performance?
  • Do you need support with business strategy and planning?
  • Do you need to establish or update standard processes and policies across various areas of your business?
  • Are you open to exploring your personal fears and beliefs to see how they may impact your business?

If so, it may be the right time for you to consider business advisory services.

As your business advisor, I help you craft your business vision then take off to the races to make it soar. I meet you where you are and support you in reaching new heights. In our work together, I’ll help identify your business pain points, identify the role your mindset may be playing, and create tangible strategies and goals to move you forward personally and professionally.

I work with my clients regularly and truly engage in helping them work “on” their business instead of “in” it. Think of me as a co-executive there to support you in making your business the best it can be. I function as a generalist bringing in and recommending specialists (CPAs, HR consultants, etc.) as needed. Just as a primary care practitioner is your first stop for evaluating your physical health, I’m the first stop for assessing and improving your business health. I’ll help you review the symptoms and diagnose any underlying ailments so we can get your business on track to perfect health and wholeness.

I provide my business advisory services on a fixed monthly retainer fee. This gives small business owners the stability of a fixed monthly expense. There are three tiers of service available for this service:

  Business Advisory Tier
Service Platinum Gold Silver
Initial 90-minute strategy session Included Included Included
Coaching/Strategy Sessions (60 minutes) Weekly Weekly 3 per month
Consultative Hours 16 per month 8 per month None
Access to Afi via phone/email during normal business hours Included Included Included

As a CertifIBA-CA-Sealied Adviser for the Independent Business Alliance (IBA), I regularly hold pro bono meetings with small business owners as a part of the organization’s Independent Business Assistance Program (IBAP). Under this program, business owners have the opportunity to meet with an experienced business adviser in their local area to discuss whatever issues or concerns they may have in their business. I’m also able to leverage the IBA Certified Adviser network which is rich with other seasoned advisers with a wide variety of experiences and specialty expertise.

The first step is to set up an IBAP appointment. Remember, this is a private, professional, and pro bono meeting! Email me at or call at 240-245-0372 to set up your appointment.



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