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Money Strategy & Wealth Coaching

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Let’s Face It… You’ve Worked Hard, And Deserve To…

  • Know exactly what’s happening in your business and how to best leverage your time so that you can fully enjoy the profits
  • Have a reliable financial strategist by your side, instead of trying to figure it all out by yourself—risking everything that you’ve worked so hard to build
  • Wear just one hat—the business owner—and feel the power and security of that position, knowing that you’ve got the financial and organizational stability to sustain it
  • Experience a strategic partnership that provides you with the financial strategies your business needs to grow, and the support you need to thrive as a business owner
alison b wright

Alison B. Wright

For the past 16 years, I’ve been proud to take the best care of my clients in whatever situation they find themselves in. Serving businesses in my hometown of Virginia Beach, as well as worldwide. I’m happy to help my clients grow their businesses and their legacies.

It’s a great honor to be entrusted with your business records and to offer any needed assistance and guidance. Minimizing tax liability is a passion of mine, and I strive to know all the benefits you’re entitled to and find solutions that save you money. With my money strategist and wealth coaching service, you’ll improve your profitability and understanding of data, which will drive 10x revenue.

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Any Of This Sound Familiar?

You make every financial decision but have no idea if you’re making
the best decisions for your business.

You feel frustrated that people in your life don’t get it—your family,
friends, and even your employees.

You’re constantly stressed about cash flow and the pressure to scale.

You Know It’s Time To Hire A
Money Strategist If:

  • All of the financial advice you’re receiving is coming from people who are either uneducated about business finances or have incentive to give you the wrong advice because it will affect their paycheck
  • You want to partner with a financial expert without paying a full-time CFO’s salary
  • You feel stuck and need a fresh set of financial ideas from a trusted expert

Money Strategist & Wealth Coaching

How It Works

Receive high-touch, personalized money strategy services, including:

  • Quarterly consulting call to talk about your financial objectives, strategy for growth, and next steps to achieving your goals
  • Monthly walkthrough videos for your financial reports (provided by your bookkeeper) that include a strategy to minimize taxes and build revenue
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Who Is This For?

Serious business owners who already have a bookkeeper but want to really understand their financials from a growth perspective.

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What To Expect

Based on your current financials and business goals, we’ll make a plan to help you reach your revenue targets. With your 90-Day Revenue Raising Roadmap planner, you’ll leave the call with practical steps for stress-free implementation.

Let’s get started
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Questions & Answers


  1. Who Is A Good Fit For Money Strategy And Wealth Coaching Services?

    Impact-driven business owners with 3+ years of experience who have access to their financial reports from their bookkeeper or CPA.
    ***If you do not have a bookkeeper, we can discuss adding on this option for you for a holistic financial service

  2. What Type Of Businesses Do You Work With?

    I work with clients in a variety of industries, including Online Coaching, Branding Agencies, Social Media Agencies, PR Firms, Artists, Style Consultants, Musicians, Website Design, Wedding planners, Corporate event planners, Retreat planners, Copywriting agencies and more!

  3. I Have A Successful Business That’s Growing Just Fine. Why Should I Bother Hiring A CFO?

    CFO services are crucial to the health of your business at every stage of growth. If your business is successful, it’s important to continue prioritizing its financial health to keep the momentum going. You need a custom financial plan to protect your business’s money and potential for future growth.

    The time to have the roadmap is before you enter the forest. It will cost you 10x more to go back and fix mistakes than it will to set a solid foundation now.

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Book Your Call Today!


There’s no better time to get started than now. Schedule your no-obligation strategy call today.

Let’s Talk Money