Want to Grow and Improve at the Same Time?

Having trouble prioritizing and sequencing your improvements?
Want to serve more clients, better?
Need to energize and align the team through changes?

Let's Talk

Being a business leader is rewarding and stressful. High workload, work intensity, and financial stressors can diminish the experience.

You don’t need to travel this journey alone.

Leverage our 30+ years of C-Suite experience to identify, plan, and implement solutions that boost your People, Productivity, Profitability, and Growth with less effort , stress, and costly missteps.

Lean on us to assess your business, design a prioritized plan of affordable improvements and energy boosts, learn to use change acceleration techniques, and enjoy scaling up and wowing your team and clients.

And celebrate your health, wealth, or advocacy business, and it’s positive impact on your team, clients, and community.

Learn How We Can Help

Let's Talk

Schedule a short Zoom HERE to meet us, share goals and hurdles, and learn how we help. If our style and skills match, we’ll schedule the 2nd call.

Free Assessment

Take 1-minute to learn what you need to boost talent, sales, management skills, client experience, and the value of your business HERE.

Learn More

Jump on our 45-minute Zoom to see real examples of how we scale up your business, C-Suite and Ops skills, and infrastructure with less effort, $, time.

Agreement

Ready to go?
We will provide best-fit references found on LinkedIn or Google, co-select a start date, and email our Agreement to e-sign.

Get Started

Let’s Do This! We schedule calls, provide trust-building words to share with your team, and prep the business boards so Day 1 is productive. 

Let's Talk

What Our Clients Say

Matt Hall
{Jen Goldman is no joke. If you can get on her small roster of clients, you're lucky, but be ready for the tough love she brings to helping you build the model firm. We are more productive because of our relationship with Jen, and not just in practice management, but in our business planning, strategy, time management, HR, profitability, growth, and marketing. Working with Goldman is like being tackled, helped up, knocked down, and then hugged as you look back at all you've accomplished together.
Matt Hall
Hill Investment Group
{Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately.
Abbey H., CEO, CFP®️
Headshot of Michael Pallozzi
{Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen
Michael Pallozzi
HFM Advisors
Matt Hall
{Jen Goldman is no joke. If you can get on her small roster of clients, you're lucky, but be ready for the tough love she brings to helping you build the model firm. We are more productive because of our relationship with Jen, and not just in practice management, but in our business planning, strategy, time management, HR, profitability, growth, and marketing. Working with Goldman is like being tackled, helped up, knocked down, and then hugged as you look back at all you've accomplished together.
Matt Hall
Hill Investment Group
{Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately.
Abbey H., CEO, CFP®️
Headshot of Michael Pallozzi
{Jen has been a tremendous resource for our firm. She has helped us recognize many blind spots we had in running an effective, efficient firm. Jen has not only worked with our management team, but has spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm. Thanks Jen
Michael Pallozzi
HFM Advisors

Jen and her team are no joke. If you can get on their small roster of clients, you’re lucky, and be ready for the tough love they bring to helping you build the model firm. We are more productive because of our relationship, not only in management, but in business planning, strategy, time management, HR, profitability, growth, and marketing.

Matt H., Co-Founder, Partner

Jen and her staff were fantastic to work with. The recommendations were comprehensive & thoughtful, and the entire project came in on-time and within budget. I couldn’t be happier with the new systems we have in place and I noticed a great improvement in my firm’s productivity and organization immediately. 
Abbey H., CEO, CFP®️

Jen’s Team has been a tremendous resource for our firm. They helped us recognize many blind spots we had in running an effective, efficient firm. They not only worked with our management team, but have spent a considerable amount of time with each of our team members. The best investment I have made for the future of our firm.
Michael P., President, CFO

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