Improve Your Strategies,
Grow Your Business
Vertical Maven Group is a full Financial and Business Coaching firm. We specialize in providing expert financial advice to individuals, and small businesses. Our comprehensive approach is what allows our services to match and anticipate the needs of our clients and community partners. As a relationship driven firm we always put our clients first by giving them the resources and support they need to succeed. We provide effective business and financial solutions to help you achieve your goals.
Consulting is more than giving advice
Successful companies are taking transformative steps and redefining their purpose, by learning how to achieve disruptive innovation in a rapidly changing market. We create a custom approach tailored to each client’s unique situation. We help create strategic roadmaps for growing businesses.
What Is Personal Finance?
Personal finance is managing your money as well as saving and investing. It encompasses budgeting, banking, insurance, mortgages, investments, and retirement, tax, and estate planning. This often refers to the entire industry that provides financial services to individuals and households and advises them about financial and investment opportunities.
What is Business Financial Planning?
Business financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. Financial planning analyzes current and future costs and income to help determine the best plan of action. It touches every aspect of an organization, including payroll, workforce training, marketing, inventory and research and development.
How we can help you and your business
We will help you and your business work on the daily behaviors to ensure your money is going toward the things you value the most. We wil empower you to take control of your long term financial health and give you all the tools and education to get there.
We start by developing a realistic financial plan or “roadmap” for you [personally] and your business. Staying tax compliant and paying the least amount of taxes possible is pertinent in this process. Regular and ongoing coaching or consulting is pertinent to your success. Think of us as your accountability partners.