Change is Necessary to Thrive

Are you Seeking a Plan that Identifies and Prioritizes the Changes?

Worried your Team won't Buy-In or Remain Energized?

LET'S TALK

Don't Struggle. Utilize our 30 Years of Knowledge to Boost Your People, Productivity, Profitability, and Growth.


IMPROVE ALL ASPECTS OF YOUR BUSINESS

ADOPT OUR IMPROVEMENT MANTRA

INTEGRATE

Identify, educate & implement tech integrations to reduce the work

Benefit
Eliminate Work


DELEGATE

Create processes to power delegate the work & monitor operations

Benefit
Embrace Clarity

ELIMINATE

Eliminate unnecessary work through automation & process improvements

Benefit
Energize Growth

OUTSOURCE

Identify & integrate outsourcers to further streamline your operations

Benefit
Ease the Learning Curve


STAFF

Recalibrate staff into roles and career paths best suited to skills & passions

Benefit
Engage Staff


CHOOSE THE PACE OF CHANGE YOU WANT

Consulting

Seeking guidance, training, and management of improvements

Advisory

Seeking guidance and training on improvements

Mastermind

Join an intimate group of business owners to share wins, hurdles, and solutions

DIY

Seeking knowledge and setting your own pace on learning


WHAT OUR CLIENTS SAY


James Williams
Williams Financial

Jen helped our firm establish a new and better strategic direction that was more aligned to our culture. While the process was challenging, in the end it was rewarding and it helped our entire team develop an singular clear focus.


Michael Pallozzi
HFM Advisors

Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen


Victoria Crisp
Crisp Education Advising

I am honestly blown away after working with Jenn. As an educator and not a business person she had the magic tools I needed that I didn’t even know existed! And she set them up super fast! She is now on my speed dial for every business related question I have.


Tim L. Baker
Timonier

Professional, experienced, detailed, with complete knowledge of industry needed for the role that they play. Whether you consider them as an offsite colleague with skills you don’t have or one that provides another perspective as a valuable sounding board, they will be worth your engagement. We made several fintech changes to our practice…and we are confident ALL of our options were explored and properly vetted.

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