Financial Coaching Targeted Programs
HHL Group is a growing CPA firm headquartered in Medina, Ohio which is offering a new service to small business owners and individuals called Financial Coaching in addition to the traditional services offered by CPA firms. Financial Coaching will help you achieve financial balance in your business and life. Owner, Laurie Price, is a certified public accountant with over fifteen years of experience in public accounting. She started the company in 2003 and has grown it to a client base of over 300 individuals and businesses. She has a team of professionals who have a diverse background allowing HHL Group to serve a wide variety of individuals and businesses in industries such as non-profits, retail, professional services, real estate, manufacturing, wholesale and distribution.
HHL Group, Inc offers the following targeted programs to support you in manifesting your financial goals.
FINANCIAL COACHING FOR SMALL BUSINESS OWNERS
HHL Group, Inc. provides coaching on the following topics:
*how to create an accounting system
*tax planning
*how to create and use a budget
*expense review and recommendations on business expenses management
*how to better manage cash flow including how to set up a plan to easily collect payments from customers
*how to manage your time and energy in your business
Initial Consultation (30 minutes/no charge)
We will discuss…
*What are your primary financial concerns?
*What are your wants, needs and dreams for your business financially?
You will need to bring your most recent tax return and current financial records with you for this consultation.
Session Options
OPTION ONE: Targeted session on a specific topic ($35/15 minutes)
OPTION TWO: 3 Session Package ($300/3 one hour sessions)
Session will provide financial coaching on targeted topics based on your specific needs.
FINANCIAL COACHING FOR INDIVIDUALS
HHL Group, Inc. offers the following coaching topics for individuals:
*retirement planning
*college funding
*review of investments
*insurance
*budgeting
*targeted financial advice about a major financial decision
Initial Consultation (30 minutes/no charge)
We will discuss…
*What are your primary financial concerns?
*What are your wants, needs and dreams for your financial future?
You will need to bring your most recent tax return and details on any specific financial question you have with you for this consultation.
Session Options
OPTION ONE: Targeted session on a specific topic ($35/15 minutes)
OPTION TWO: 3 Session Package ($300/3 one hour sessions)
Session will provide financial coaching on targeted topics based on your specific needs.
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