Strategy Sessions

clear and collaborative vision for your Financial Goals

ACCESS EXPERT ADVICE AND SUPPORT FROM OUR EXPERIENCED PROFESSIONALS

Strategy Sessions

Starts @ $800

Professional Services to Help Your Small Business Succeed

Blue Print Session

Starts at $3000

・During the strategy session we will focus on 1-2 goals for your business and develop a financial plan to achieve these goals. 

・We will discuss your company’s current financial status, goals, and plans for the future. This session may cover various aspects of the company’s financial strategy including budgeting, risk management, cost analysis, and financial reporting. 

・Prior to the session I will do an analysis of the companies financial statements to determine the company’s performance and possible areas of improvement or adjustments that can be made to current financial strategies so they align with the company’s objectives. 

Financial Execution Session

$800

Designed for small businesses to focus on providing immediate guidance and assistance with key decisions. The goal is to give you confidence that your money is being utilized effectively and in alignment with your objectives. 

In the session I offer financial insights that enable informed decision-making, to help achieve your goals. Whether it’s amending your budget or the allocation of funds for projects, my strategic guidance will give you peace of mind, knowing that I am here to support you. If you are seeking a clear and concise solution for your short term financial needs, then the Financial Execution session is the ideal solution for you. 

Session includes: 
・Analysis of Financial Statements
・Discussion of the current issue or key decision that is hindering you moving forward in your business
・Creation of an action plan

* All sessions are virtual. If you desire an in person session, please let me know and it can be arranged.
The sessions will be based in Maryland/Washington D.C. 

For more information, please refer to our FAQ page.

Let’s Talk!

Learn how Candor Financial Consulting can provide financial solutions
for your businesses’ needs.