wealth coach for small business owners

Working for yourself is rewarding, yet it creates issues that you never thought about.

Such as finding personal finance and investing advice that matched the unpredictability of a small business.

Or trying to figure out retirement without someone else setting up a 401K for you.

The hardest part? All decisions that you make for your small business impact your lifestyle.

But that is not all...

All decisions you make with your personal finances impact your business.

You end up having to make decisions based that impact every aspect of your life. All based on advice that is meant for someone with a 9 to 5 job.

Luckily you have found Take a Smart Step.

We are here to give you personal finance, investing and small business finance advice.

With you and your financial needs as a small business owners as my number one priority.

Have a look around and if you don't find what you need drop us a note!

Where to Start

Really not sure what you want to start with? This page will help you find what you need.


Ready to learn more about investing so you can retire when you are ready? Start with these blog posts.

4 Ways to Increase Your Tax Refund
Do you want to get a big tax refund this year? The good news is that you can minimize your[...]
5 Money Mistakes You Should Avoid This Year
2020 was a year with many surprises and disappointments, especially in the financial portion of our lives. You may have[...]
5 Actionable Tips from Successful Small Business Owners
Starting a new small business can be very rewarding, but it's without a doubt the most competitive field. According to[...]
How to Handle a Social Media Backlash at Your Small Business
Social media is a great leveler for small business owners.  You can find your customers and get your message out[...]
What’s the Cost of Paying the Minimum Monthly Balance on Your Credit Card?
If you have a high balance on your credit card, it's often tempting to ignore it and only pay the[...]
6 Fun and Unique Easter Activities for Your Family
Easter is a time of year when families come together to celebrate the spring season. There are numerous activities that[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth