Business and Money Coaching

Ultimate Results Business Coaching

Small business owners like us have a lot in common. We want to control our own destiny, build equity in our firm so we are sustained in retirement, and make a mark on the world. We are very good at our craft. Unfortunately many of us tend to have other common characteristics — ones that lead to lack of growth and a source of unhappiness.

Why you need a coach

We can’t be gurus of everything, so while you may be a master of your craft, it’s not reasonable to be an expert in all the other complicated areas of running a business. For some, it’s finding difficulty in visualizing, recording and tracking goals, resulting in poor strategic decisions. For others, effective marketing campaigns seem elusive, with unnecessary time and money being spent on promotions that don’t work. For many, the biggest challenge is managing others. No matter the challenge, we’ll help strategically plan and problem-solve. We’re your objective advocates helping you navigate the big decisions that shape the future of your business.

Our Program

Business coaching supports the growth of your business and the subsequent attainment of your personal goals. The objective of business coaching is to maximize potential in the core areas of focus; leadership, marketing, finance, management, client fulfillment, lead conversion and lead generation.

Many of us go into business for ourselves for a myriad of reasons. Being our own boss, controlling our schedule, and the ability to experience the fruits of our labor to name a few. Whatever your drive for starting a business, there are plenty of reasons to ask for professional help. Staying out of trouble with the IRS is one thing, but running a profitable small business is no easy venture. Our priority is the success of our clients, who’ve continued working with us not out of contractual obligation, but because they see the results they’re hoping for.

What to expect from the Ultimate Results coaching program

We’ll start by establishing your personal and professional goals, creating milestones to track your progress towards attaining those goals. You will spend an hour with your coach via phone or Skype anywhere from once a week to once a month. Our program is flexible; customized to each of our client’s unique needs and preferences. Your coach will help identify problem areas within your business, and assist in creating practical solutions to address those issues, while keeping you focused on your long term goals. We’ll help keep you accountable for as long as you need us.

What makes us great coaches

Here’s what Paul and Leslie Strebel, business coaches and founders of The Strebel Planning Group have to say:

“After 15 years in business, we reached a plateau that could have easily taken us down. We had built our business the way so many do. When there was more work, we simply put in more hours. We repeated hiring mistakes over and over again. Our systems for customer service were anything but robust, so work fell through the cracks. We tried to overcome these shortcomings by working harder, and the cycle repeated itself endlessly.

It was fortuitous, then, that Paul received a postcard from E-Myth Worldwide; an institute based on the seminal work of Michael Gerber and his book The E-Myth Revisited, Why Small Businesses Don’t Work and What to do About It. The E, by the way, stands for Entrepreneurial.

The response to this book was incredible. Business owners everywhere were asking for help in incorporating the philosophies and systems it outlined. E-Myth Worldwide reached out to CPAs, encouraging them to undergo coaching training knowing that they had access to lots of small business owners with similar problems. The message resonated with Paul immediately, and he embarked on a three-year training program.

When Paul applied this new knowledge to his own business, and the results at The Strebel Planning Group were measurable. Our new coaching clients benefitted greatly from the coaching Paul provided, and the response was so overwhelming that Leslie pursued her coaching certification shortly thereafter.

It’s beneficial to share solutions to perpetual problems that had been solved successfully by other advisors in our network. Paul and Leslie have been working with small business owners across the country for over 22 years.

How long is the program?

There is no long-term obligation; our coaching contracts are month-to-month. While our clients typically experience a spike of improvement in a very short period of time, coaching client relationships last (on average) two to three years, as complex issues many small businesses face generally require more time. Whether it’s business expansion, changes in client relationships, or introducing more advanced technology, we’ll address all of the functions within your business and create processes to support success within each of those functions.

Business Coaching for Financial Advisors

A career in the Financial Services can be one of the most emotionally and monetarily rewarding ways to contribute to the well-being of our clients. It is also one of the most dynamic, regulated and stress inducing ways of making a living. We know, we’ve been planners for over 25 years and have lived through the good, the bad, and the ugly.

Unlike other coaching firms, you won’t have to explain your model and industry related idiosyncrasies to us. Whether you’re aligned and branded through one company, or completely independent, we understand your challenges and will help implement solutions. We’ve helped advisors transition to fee based practices, choose a new home, execute a significant move and readied practices for ownership changes, just to name a few. We know advisors are great at offering advice, yet struggle to create a steady stream of qualified prospects. Maintaining a positive and effective workplace is also a challenge.

Everyday you help your clients move toward their goals. Let us help you do the same for your business. The first two consultations are free, and our program is without contract or obligation. For a coach who intimately understands your business, look no further than Ultimate Results.

Money Coaching

Money Coaching combines practical financial guidance with sound behavioral research to help transform your relationship with money, and lead a more purposeful and prosperous life.

Through a step-by-step process, Money Coaching will guide you to a deeper understanding of unconscious beliefs and patterns that create stress, anxiety and fear that can prevent you from creating the life you desire.

Money Coaching will help you

  • Assess your “money type” and understand the impact it has on your life, your relationship and your finances.
  • Learn to understand how your “money type” was formed and what you can do to change it.
  • Rid yourself of money anxiety based on false beliefs and unconscious patterns.
  • Change how you think and feel about money, so that you can unblock the flow of money into your life.

One of the core beliefs in Money Coaching is that awareness needs to be followed through with action in order for meaningful change to occur. We are committed to working with you on an on-going basis and consider ourselves partners in your success. 


If that is not convincing enough, then our 100% money back satisfaction guarantee will be. Check out our coaching services with two free consultations. If we agree that we can help you build the business of your dreams, we’ll all sign our agreement and start to bill you. If one month later (2 or 3 more meetings, typically) you don’t feel our services are for you, we’ll refund your money in its entirety. No questions asked.

Unlike other coaching firms, our agreements are open ended. When you feel you have gotten what you desired from our relationship, simply tell us. There is no minimum engagement period, though our typical engagement lasts for more than 4 years, contract free.

If you’d like to hear it from our other clients, we are happy to provide references after we have had our initial free consultation. Contact us today to learn more about our business and money coaching services.

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