Finance Coaching Club

Monthly Group Sessions

to develop the financial disciplines necessary to lead strategic, financially-healthy enterprises

Develop a Deeper Understanding of Finances
Finance Coaching Club

The Finance Coaching Club will provide support and accountability in developing the financial disciplines necessary to lead strategic, financially-healthy enterprises. Monthly group sessions will feature a short topic intro with a facilitated, client-driven conversation around an engaging article or video. Topics will be selected from a menu of relevant topics and selected in part by group needs. In addition to monthly group sessions, each client will have the opportunity for a 60-minute one-on-one coaching session per month, for support and accountability toward their own identified financial goals.

The Women’s Business Center at ASSETS houses all of Entrepreneur Training’s programs. It exists to support small business owners who are starting or expanding their businesses. While extra consideration is given to the specific challenges and issues for women entrepreneurs, the programs serve all—women, men, and racial and ethnic minorities.

Join us as we help you improve your financial knowledge!
Gain Financial Confidence

2021 Finance Coaching Club

April-through Decemeber 2021

  • Curated for: Established business owners
    • *This program is open to businesses with a minimum of 1-3 years of sales to an existing customer base.
  • Application Opens: TBD
  • Application Deadline: TBD
  • Selected applicants notified by: TBD
  • Fee: No Fee, $295 Value
    • This program is funded by a Cooperative Agreement with the U.S. Small Business Administration. We are able to offer this program at no cost for the year of 2021.
    • After December 2021, there will be a small monthly fee.
  • Class Schedule: Classes will be held during monthly evening sessions
    • Optional 1:1 Coaching – one session per client per month
  • Location: Zoom virtual meetings
Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.
Finance Coaching Club Curriculum

What You’ll Gain

  • Identify Financial Goals

    Identify short and long-term financial goals and build strategy, tracking, and accountability around them

  • Learn Record Keeping Strategies

    Develop and practice the disciplines of a strong finance culture and mindset, including record keeping and reporting

  • Develop Pricing Strategies

    Explore pricing strategies and models to enhance sales, profit margins, and revenue streams

  • Gain Confidence

    Gain confidence in navigating financial tools and resources

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Removing barriers and opening doors

A proud partnership

ASSETS is proud to partner with U.S. Small Business Administration to host the Women’s Business Center at ASSETS. As a part of the nationwide network of Women’s Business Centers, the Women’s Business Center at ASSETS strives to empower women entrepreneurs by providing access to information, contacts, contracts, and capital.

  • The Women’s Business Center at ASSETS houses all of Entrepreneur Training’s programs. The WBC exists to support small business owners who are starting or expanding their businesses. While extra consideration is given to the specific challenges and issues for women entrepreneurs, the programs serve all — women, men, and racial and ethnic minorities.

    Learn more »
  • The WBC is funded in part by the U.S. Small Business Administration. SBA’s funding is not an endorsement of any products, opinions, or services. All SBA-funded programs are extended to the public on a nondiscriminatory basis. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance.

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Upcoming Events & Trainings

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