Helping entrepreneurs simplify their personal finances

Helping entrepreneurs simplify their personal finances

Managing your personal finances can be stressful, confusing, and very time consuming. Being an entrepreneur only adds to the complexity!

We help solve the personal finance problem through individual coaching support.

Challenges with Personal Finance

Many entrepreneurs face personal finance challenges due to several key factor, which are very unique to startup founders:

  • Inconsistent or variable monthly income

  • Usage of financial instruments/tools

  • Separating business and personal finances

  • Budgeting expenses and creating a savings plan

  • Dealing with self-employment considerations:

    • Insurance/Benefits
    • Taxes
    • Deductions
    • Retirement

Built by an Entrepreneur, for Entrepreneurs

Built by an Entrepreneur, for Entrepreneurs

Having several years of experience within the startup ecosystem as an operator of an international startup advisory firm (incubator/accelerator), we have seen first-hand all the unique challenges entrepreneurs face, from both the business and personal side.

Through these numerous interactions with startup founders, it became quite evident that there’s a serious lack of support and available resources for personal finance, specifically for entrepreneurs.

Personal finance is one of the biggest causes of stress in a person’s life. Entrepreneurs have an added layer of complexity, given that you need to handle retirement savings, health benefits, insurances and other considerations that are traditionally handled by employers.

This is why we have set out to support entrepreneurs to reduce the stress caused by personal finance, allowing you to focus your time and energy on creating value through growing your startup.

Customized solutions for your unique entrepreneurial situation

Customized solutions for your unique entrepreneurial situation

We provide custom services that are tailored to your unique situation as an entrepreneur — from bootstrapped start-ups to established and fast-growing small businesses.

We help with:

  • Managing inconsistent (or variable) income, and paying yourself first
  • Managing and/or eliminating debt with a strategy that works for you
  • Separating personal and business finances to simplify taxes and reporting
  • Setting financial goals or objectives and building a personalized way to achieve them
  • Self-employment considerations (insurance, benefits, taxes, deductions, retirement, etc.)

It is important to note that we do NOT provide:

  • Financial or investment advice
  • Business finance support (business plans, financial forecasts, pro forma, etc.)


Personal Finance Assessment

A personalized assessment that provides a benchmark and recommendations on how to improve all key aspects related to personal finance.

Individual Coaching Program

1-on-1 coaching sessions, ranging from 1 month to 1 year, that provides customized coaching, understanding your money mindset, setting goals and achieving them through regular accountability touch points.

Workshops & Group Sessions

Group sessions on the importance of personal finance strategies, helping you understand how to track, manage and take control of your finances that have an immediate impact on your life.