Next Chapter Financial & Business Solutions

Next Chapter Financial & Business Solutions, a family-owned business, is committed to empowering you to achieve your financial and personal goals, reducing stress through practical, actionable steps.

We have three areas of focus: 1) Personal financial coaching 2) Business financial coaching and 3) Business/Manager Coaching.

1) Personal financial coaching: We take individuals/couples from feeling frustrated and stressed by their money to becoming unstoppable in their money success.

Services include (but not limited to): Customized financial coaching to help you become intentional with their money. Guiding people through major financial literacy topics:

• Financial Goal Setting
• Spending Plans/Budgets
• Debt Analysis
• Debt Payoff
• Preparation for Big Purchases (Vehicles, Major home repairs)
• Preparation for Mortgages (and other major life events)
• Financial Education (Savings account, IRA, 401k, etc)

2) Business financial coaching: We take Small Businesses from feeling lost and overwhelmed by their money to being confident in their money situation.

Services include (but not limited to): Customized financial coaching to help you become intentional with their money. Guiding people through major financial literacy topics:

• Cash Flow Management
• Business Financials Statements
• Accounting Systems
• Business Retirement Planning (IRA, 401k, etc)
• Bookkeeping and Financial Preparation
• Financial Goal Setting

3) Business Coaching: Being DiSC certified, we work with individual managers as well as teams to provide training and workshops that encourage the following:

• Improve Communication: By understanding individuals’ own and others’ communication styles, employees can interact more effectively.
• Enhance Teamwork: Teams can leverage individual strengths and address potential areas of conflict more constructively.
• Increase Self-Awareness: Individuals gain insights into their own behavior and how it affects others.
• Facilitate Personal Development: Helps employees identify areas for personal growth and professional development.
• Support Conflict Resolution: Provides a framework for understanding and addressing interpersonal differences.
• Build High Performing Teams:Teams develop strategies and action plans for maximizing their effectiveness based on their DiSC dynamics.

We are eager to hear about your individual story and empower you with the tools to write your next chapter.