We understand that every business and its owner has unique needs, goals, and challenges. That's why we take a personalized and tailored approach with each of our clients.


Step 1: We'll work with you one-on-one to develop a comprehensive understanding of your business. This involves interviewing all key players in your business to get a full picture of your current state, as well as your goals and objectives.


Step 2: We'll conduct a thorough analysis of your key systems and processes, looking for ways to improve efficiency and effectiveness. We'll also review your financial statements and tax returns, and assess your pricing strategy.


Step 3: We'll use the data and insights we've collected to generate what we call a Business 360 Report, which is a comprehensive report that covers our findings on all aspects of your business and lists our recommendations. This report will serve as a roadmap for taking your business to the next level.


Step 4: We'll use your Business 360 Report to plan out an implementation strategy and timeline. We will work with you and your team to ensure that the plan is executed effectively and efficiently, setting you up for increased margins, improved cash flow, enhanced operations, and long-term success.


Step 5: Finally, we'll monitor your progress and provide ongoing support to ensure that you are moving in the right direction and achieving your desired results.

“You’re not stuck, you’re just committed to certain patterns of behavior because they helped you in the past. Now those behaviors have become more harmful than helpful. The reason why you can’t move forward is because you keep applying an old formula to a new level in your life. Change the formula to get a different result.” - Emily Maroutian

Thelen Financial Inc.
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