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.

Is It Time to Tackle Your Credit Card Debt?
Your credit card debt started out innocently enough: you put a few items on your card to pay off over[...]
The Difference Between Business and Personal Checking Account
Whether you need to accept deposits, pay bills, or manage your purchases more easily, having a checking account is a[...]
3 Ways to Thank Your Staff on Labor Day
Not everyone is lucky enough to avoid working on Labor Day weekend.  Often, an employer doesn’t have a choice--there’s too[...]
5 Smart Ways to Maximize Your Credit Card Rewards
Reward credit cards have benefits that cash and debit cards don’t. You can avail bonuses and discounts on specific categories[...]
Actionable Tips on How to Make Payments to Vendors
One of the most important aspects of running a business is proper cash flow management. Since vendor payments is one[...]
5 Tips for Small Business Owners
In this digital age, almost every small business will benefit from going online. However, there’s still a substantial amount of business owners,[...]

As Seen On....

Andrea Travillian Seen in the Daily Worth