Our one-on-one approach puts you and your goals at the center of our relationship.
How We Work With Clients
Done With You
Are you ready to improve your business, take action to reach your goals, become a better leader and have a more fulfilling life?
Our Done With You experience provides coaching to help you:
- Set clear goals and create a plan forward
- Identify the patterns and behaviors holding you back
- Determine and prioritize crucial business improvements
- Customize best-practices to build your business
- You execute, we keep you accountable
Done With You is a great fit for individual leaders or lifestyle practices looking for a partner to help them reach their goals.
Done For You
Need an implementor who can design strategy, execute on business projects and and lead your team to success?
In our Done For You experience, we help you with the heavy lifting, like:
- Refine the vision and strategy for your business
- Build an annual action plan that defines priorities and projects to work on
- Develop and streamline core business processes and workflows
- Design your organizational strategy, career paths and hiring plans
- Refine your ideal clients and growth strategies
Done For You partnerships are best for established firms who need help implementing to reach their goals.
Have Questions?
As a boutique practice, you’ll work directly with Natalie, our Founder, and Lead Coach. When appropriate, we’ll coordinate or lead work with strategic partners, consultants, and experts to help your reach your goals. The BeyondFA team follows a unique consultative approach replicated by our team members and partner firms.
That’s not a problem. When you first reach out to us, our goal is to help clarify what each of our service offerings entails so that you can have clear expectations about what it’s like to partner with us. From there, we’ll help you determine what services fit your unique needs.
We ask new clients to agree to a 6-month commitment, but you’re never locked into a long-term contract. You can leave at any time with 30-days notice. Most of our clients choose to engage with us for 12 to 18 months, and some of our first clients are still clients today.
How much money you make or firm size isn’t a criterion we use to qualify clients. You have to be committed to doing the work, want to make a positive impact with your firm, be open to personal growth, and be enjoyable to work with. In terms of size, our clients are typically solo to multi-advisor firms with less than 10 team members.