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Business Owners and Entrepreneurs

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what to expect within one year
why our program works
menu of services
Get Started

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How would you like to outsource to a CFO ?

Through delegation, you will have more time and money. Get started!

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In just one year with Lighthouse Financial Advisors you will…

 

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We know you are busy. Getting started is quick and simple.

GET STARTED

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Why Our Program Really Works: Pillars of Success

  1. We understand you and work with other “Entrepreneurs”.
  2. We become your businesses Chief Financial Officer.
  3. We do a full assessment of your business, starting with review of financials and tax returns.
  4. We help you define success – how else would you know if you’re successful?
  5. We teach the Lighthouse Principle to focus on “Ideal Clients”.
  6. We assess your value proposition.
  7. We help you create a vivid picture of your ideal business.
  8. We help you implement your plan.
  9. We build metrics to monitor success.
  10. We provide ongoing coaching – as your CFO.

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Menu of Services

Developing a comprehensive business plan

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