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You started your financial advisory firm to lead an exceptional life, grow your income, and make a unique difference in the world.  Today, is that what you see?


On your own, distractions and the “busy-ness” of business hold your time hostage.  You’re stuck managing details, not ca$hflow!


The 7 F’s of Financial Business Success represent values common to financial advisors who create thriving businesses that honor, support, and express their life goals.  Remember, it’s never too late to make changes that will get you back on track!



Plan your business around your personal values and goals.  This is what creates life-work balance.


I got so much more out of your 1-hour program than I have gotten from multiple hours of reading and attending seminars on business planning. More programs like this would be excellent.”

— Monica Barnard, APA, CEBS, Barnard & Assoc., Pensacola, FL



No one to answer to, no need to ask permission. Your firm adapts to your schedule, bends to your rules, and fits your life. Best of all, you get to stretch in any direction and meet your own benchmarks.



Enjoy the freedom of choosing how you work, when you work, and what you earn. You can afford to say “no” to unsuitable prospects.  Every day you work, you’re building your own legacy—on your terms.



Prioritize and delegate. Then focus on cultivating important relationships, spending time with loved ones, and working on philanthropic projects.  Oh, and going on more vacations, too.



Let’s face it, life is short, and we want to enjoy ourselves!  Build your business with a great team and clients who energize you.



Wealth and profitability are important measures of a successful business.  No less precious are the riches of unique experiences, highly satisfying work, and opportunities to realize your dreams.



A business owner’s life can leave you feeling isolated.  Having a spiritual community and/or a group of supportive people you can count on will help you through times of doubt and difficulty.


“After working with Maria for just three months, I tripled my monthly income. Usually, after tax season, I have to look for work. This year, clients were waiting for me to be available.” 

— Terry Ray, Forensic Accountant, Freetrac Inc., Everett, WA


Life happens when you’re running a business! Take an inventory of the 7 F’s of Financial Business Success and make sure your business plan full-fills your personal vision and supports your life goals.


Get your business back on track. Stop trying to “figure it out” all by yourself. Elevating Your Business helps you focus, prioritize, delegate, and use your strengths to create a successful business—and an exceptional life!  Go to and sign up for FOCUS!, a newsletter jam-packed with advice on multiplying your bottom line without working more hours.