Evolution is Inevitable. Let's Make It Intentional.
I help business owners clear the bottlenecks in their business and lay a foundation for momentum, profit, and lasting freedom.
Work With MeStrategic Coaching for Financial Advisors and Attorneys
Data-driven, results-focused business coaching designed to improve profitability, build systems, and create strategic growth.
I work exclusively with financial advisors and attorneys in Stage 2-4 of business growth (Profitability, Strategy, Operational Independence). If you're generating $200K+ in revenue and ready to move from survival to strategic design, this is for you.
The Business Evolution Blueprint
No business finds success without having to weather a drought, clean up after a storm, or get rid of dead and broken branches. That reality leaves a mark; it shows up as stagnation, inefficiency, missed profit and lost time ... no matter how far you've come.
That's where the Blueprint comes in.
You've made it this far by adapting.
Imagine what's possible if you moved from reactive adaptation to intentional evolution.This Business Evolution Blueprint helps you do just that: guiding your business from where it's at, in all its imperfect glory, to where you want it to be.
- First, we make sure your business can breathe — enough clients, consistent closes, smooth delivery, cash coming in.
Then we strengthen the foundation — focusing on profitability, cash flow, and the systems that keep you stable.
From there, we move into strategy, scalability, and ultimately freedom.
This guided journey is hands-on and practical, blending deep analysis and strategic structure with personal understanding of you, your goals, and the kind of business (and life) you want to build.
The result is an incredibly robust business with deep roots, a clear growth path, and a broad canopy that allows you to decide how you want your business to serve your life.
Inside The Business Evolution Blueprint
Three phases to evolve your business so it's profitable, focused, and sustainable.
Inside the Business Evolution Blueprint
Three phases that strengthen your business from the roots up — so it runs profitably, grows with intention, and ultimately gives you freedom.
Your Business Evolution: Mapped Out
One journey. Three phases. Total transformation.
Phase 1 – Foundations
We clear the bottlenecks and make sure your business can breathe — steady clients, reliable profit, predictable cash flow.
Phase 2 – Strategy
With solid foundations in place, we clarify your edge, sharpen positioning, and align your systems. This provides clear and distinct direction. It builds consistency, simplifies decisions, and makes growth intentional instead of reactive..
Phase 3 – Expansion
We install the systems and rhythms that allow your business to grow without chaos — so you can scale what works, clean up what doesn’t, and reshape your role to support the life you want to lead.
What changes along the way?
Instead of endless firefighting, you gain:
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Profit that’s intentional and reliable.
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Cash flow that’s clear and consistent.
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A strategy that focuses effort and simplifies decisions.
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A business that supports your life instead of draining it.
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The confidence to move forward with clarity and purpose.
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And perhaps best of all: time for what matters most.
The Blueprint walks you through this evolution step by step, always starting from where your business is right now, into the future you want.
🌱 Phase 1: Foundations
Breathe Easy and Get Grounded
We start by fixing the bottlenecks that make business feel fragile. Together we ensure you have enough clients, reliable profit, and cash flow that you can count on.
Includes:
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Stage 1: Oxygen
Make sure the business can breathe: clients, closes, delivery, collections. -
Stage 2: Profit Focus
Pinpoint what’s profitable and what’s draining. -
Stage 3: Cash Flow Confidence
Build predictability and control over your money.
🌳 Phase 2: Strategy
Differentiate and Run Smoothly
Once stable, we shift from survival mode to intentional design — clarifying your edge, aligning offers, and installing systems so the business runs with less stress.
Includes:
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Stage 4: Intentional Strategy
Define your edge: who you serve, where you play, how you win. -
Stage 5: Efficiency
Optimize workflows and reduce owner-dependence.
🌿Phase 3: Expansion
Create Space to Lead, Grow, and Breathe
Now we prepare your business to grow sustainably and give you the freedom to choose your role.
Includes:
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Stage 6: Scalability
Build infrastructure to support growth without chaos. -
Stage 7: Freedom
Redesign your role, reclaim your time and energy.
Ready to Start Your Own Evolution?
Work With MeHow We Can Work Together
Start where you are. Go as far as you want.
Most clients start with Focus (1 month)—a diagnostic sprint to identify your biggest challenge and build a clear action plan. You decide how frequently we meet based on what you need.
From there, many continue with Momentum (4 months)—an intensive engagement where we solve that specific problem together and build the systems to sustain results.
After Momentum, some transition to Independence (ongoing)—a strategic partnership where we continuously move from one constraint to the next, working toward your version of the dream business.
You decide what's right at each stage. Some clients execute the Focus plan on their own. Others stay in Momentum and then go independent. And some work together for years.
Focus
Duration: 1 Month
Investment: $1,500
Get clarity and a plan
For financial advisors and attorneys who need to solve a specific challenge without committing to a long-term engagement.
Something's not working. You can feel it, but you can't put your finger on exactly what it is. Maybe clients keep asking for more without paying more. Maybe you're working more hours but your take-home isn't growing. Maybe you're wondering which parts of your practice are actually worth the time you're putting in. You need clarity before you can fix anything.
Focus is a one-month diagnostic sprint. Together we'll uncover your biggest friction point, identify the root cause, and map a clear path forward. You decide how frequently we meet based on what you need (weekly, biweekly, or a concentrated schedule).
What You'll Get:
- A clear diagnosis of your biggest challenge and where it's actually coming from
- A 60-90 day action plan with specific, measurable next steps you can execute immediately
- Confidence in your direction
What's Included:
- 1 deep-dive strategy session (90 minutes) where we analyze your numbers and diagnose the problem
- 2-3 follow-up coaching sessions over the month to refine your approach
- Email support between sessions
What Happens Next:
At the end of the month, you'll have two options: execute the plan on your own, or continue working together through Momentum. Many clients choose to continue. Some execute independently. You decide what's right for your practice.
Get FocusedMomentum
Duration: 4 months
Investment: $3,500/month
Solve your most urgent challenge in 4 months
For financial advisors and attorneys ready to stop talking about the problem and start solving it.
You've been running your practice the same way for years. It works, but it's not working as well as it should. You're stuck, and you know it. The problem isn't information. It's execution.
Momentum is a four-month intensive engagement where we solve one specific, high-leverage problem together. We don't dabble across multiple areas. We pick the constraint that's holding you back most right now (profitability, client mix, pricing, systems, strategic positioning) and we fix it.
What You'll Get:
- Bi-Weekly 1:1 strategy and coaching sessions (8 sessions with more available if needed)
- Structured experiments across 1-2 stages of the Business Evolution Framework
- A measurable improvement in your target area (examples: 15-25% profitability increase, 5-10 hours freed up per week, clear competitive advantage)
- Unlimited email support between sessions
The 4-Month Arc:
- Month 1: Diagnose, build foundation, align on priorities
- Month 2: Implement, run experiments, test solutions
- Month 3: Iterate, refine, measure results
- Month 4: Optimize, document systems, transition
What Happens Next:
At the end of four months, we'll evaluate. Some clients transition to Independence for ongoing partnership. Others have what they need and execute on their own. There's no pressure either way. You decide what makes sense for your practice.
Gain Momentum
Independence
Duration: Ongoing (Monthly Retainer)
Investment: $2,500/month
Your ongoing strategic partner
For financial advisors and attorneys who want a strategic advisor in their corner as their business evolves.
You solved the urgent problem. Your business is running smoother. But growth isn't a one-time fix. It's a continuous process of identifying constraints, solving them, and moving to the next.
Independence is an ongoing strategic partnership where we systematically and iteratively evolve your business. We identify the most important constraint, fix it, and move on to the next. Over time, profit strengthens, systems stabilize, and you gain freedom to choose your role and focus.
What You'll Get:
- Monthly strategy sessions (2 per month)
- Ongoing access via email for strategic questions and feedback
- Quarterly strategic reviews to assess progress and adjust priorities
- Support across all stages of the Business Evolution Framework as your business evolves
Who This Is For:
Most clients transition here after completing Momentum. You've already built trust, seen results, and understand how we work together. Independence gives you ongoing strategic support without the intensity of a problem-solving sprint.
What Makes This Different:
This isn't problem-solving mode. It's continuous improvement mode. We're not putting out fires. We're designing the business you want to run, one constraint at a time.
Join the WaitlistWhy This Works
This works because of you and what you've already accomplished.
The evolution of your business isn’t about doing more or working harder. Efficiency matters, but it’s not the answer on its own. There’s no silver bullet, no one-size-fits-all formula.
What makes this work is thoughtful, intentional change. Together we identify the real constraints slowing you down, shore up the foundation, and move your energy to the highest-leverage priorities. That means more clarity, more profit, stronger systems, and freedom to focus on the work and life that matter most.
How the Blueprint Delivers
This isn’t about pushing harder, it’s about fixing what’s off so your business can run more smoothly, more profitably, and more intentionally.
The Business Evolution Blueprint guides you through three phases of transformation:
🌱 Phase 1: Foundations
We stabilize the essentials so your business can breathe — enough clients, steady profit, predictable cash flow. You get control back and remove the fragility that keeps growth from sticking.
🌲 Phase 2: Strategy
With stability in place, we clarify your edge, sharpen positioning, and align your systems. This creates consistency, simplifies decisions, and makes growth intentional instead of reactive.
🌿 Phase 3: Freedom
Once the foundation and strategy are solid, we scale what works, eliminate what doesn’t, and reshape your role so the business supports the life and impact you want to create.
The result: more clarity, stronger systems, and the confidence that your business is finally working for you — not the other way around.
With Abe as my coach, I put a system in place that holds me accountable and makes running my business manageable. His coaching is both empathetic and honest, helping me tackle challenges from new perspectives and take real action. Abe is now my go-to advisor for any major business decision.
Jillian Rago, Business Owner
Abe’s coaching was the key to a smooth, successful transition from corporate life to entrepreneurship. He helped me bridge my existing skills with the realities of running a business, providing clear, strategic guidance. Thanks to his insights, I launched my business with confidence and a strong foundation for growth.
Marielle Hajducko, Founder
Not sure where to start?
Schedule a call and we'll figure it out together. Most conversations take 20 minutes. We'll take an honest look at where you are and what makes sense next.
Schedule a CallEvery evolution starts with clarity. Your first step is Focus.
Limited spots available each week.
Get Focused
