FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We don't offer business planning for bank loans and lines of credit. We offer general consultations for scaling and growing businesses. We are Business Consultants and Coaches. We offer a 30 minute consultation called Overcome an Obstacle. This is an opportunity for a business owner who is struggling with and obstacle to complete an assessment and meet with Adam and Tom to assist in overcoming an obstacle that is stopping you from achieving a goal.
- What is your typical process for working with a new customer?
We meet for the initial consultation to identify up to 3 Top Priorities for the business and the owner. We then discuss the action steps needed to implement immediately.
- What education and/or training do you have that relates to your work?
Adam T. Hurd, CPFA is the president of a successful financial planning firm and has spent decades in finance, giving him insight into businesses from solopreneurs to Fortune 100 giants. He’s used this experience over the years as an advisor on multiple boards; even having the prestigious honor of being appointed Small Business Advisory Council Member for US Congress! Tom Marino, MPAS, CLC has established himself as an influential leader, motivator, and author. After his own transformative journey, leaving his role as a Physician Assistant and Health Care C-Suite Executive, he decided to become a Certified Life Coach so he could empower ambitious individuals to recognize their full potential in life.