Financial Mentoring Services

Katz&Co has for over three decades of successfully helped entrepreneurs and business people take the next steps in achieving their financial goals. Financial Mentors are trusted and experienced business guides who share their in-depth experience to help you develop your business. Financial Mentoring is about listening to you, helping you plan and being a motivator. Our mentoring services work  because the client takes an active part throughout the process rather than just being handed a file of someone else’s recommendations at the end. Being told what to do with your business isn’t  mentoring.

Financial Mentoring will address how to:

• Learn to prevent and resolve conflict
• Strengthen relationships
• Build partnerships
• Secure financing and investment
• Learn planning
• Learn time management
• Motivation
• Financial skills

Listening

Having a Financial Mentor to listen to your goals and problems becomes the basis for future development. At Katz&Co you will work with a skilled mentor who will work with you to look at issues from a range of perspectives, providing practical insight and suggesting alternative viewpoints.

Motivating

It can be hard to get motivated when you lack a clear plan, or need skills you don’t have or are overwhelmed by the tasks that lie ahead. This is when  Financial Mentoring can help. As they are not involved directly with your business they are able to cut through the day to day problems and help you look at the wider picture and work towards achieving set goals.

Planning

Most businesses concentrate on today and not tomorrow. Yet the tomorrow is critical if the business is to grow. Katz&Co will concentrate on not only the current issues but also the future direction needed to make the business prosper. They will work with you to look to the future and construct  a plan that sets out the steps to follow.

To find out more call or email us or to schedule an appointment at your convenience.