Collaboration to achieve your Goals

A Fortress Business Financial Coach is an expert in fields ranging from financial planning, tax planning, exit planning, growth planning, and more. We’re here to help your business shine!


A financial coach is someone who helps you improve your relationship with money and stay on track to meet your financial goals.

Just as a personal trainer helps you understand your relationship with food and exercise, then creates strategies to prevent your natural desires from derailing your efforts and encourages you to stick to your plan, a financial coach does the same for your finances.

We are here to help you establish a positive relationship with money and determine what your natural motivations are toward saving and spending – and then build accountability into your decisions going forward. We learn about you, and your mindset, and help keep you on financial track with day-to-day behaviors, thoughts and, most importantly, encouraging small successes.

Values we live by


Collaboration with our partners


Passion for results


Constantly improving

The role of a Fortress Business Financial Coach

With decades of proven experience, our team is prepared to help you achieve your goals, and beyond.

As your business financial coach, we also act as an accountability partner to help ensure clients stay on track to meet their goals and progress in improving their money management strategies, focusing on the wealth gap.