When you partner with Core Financial, you’re choosing a team that truly understands and champions your business’s growth. Along with specializing in the health and wellness sector, Core Financial’s clients get exclusive access to:
01. CoreConnect!
Join monthly Zoom learning sessions with the Core Financial Team and/or esteemed guests. Designed to enhance your business expertise and resources from topics YOU ask for.
02. End Of Month group calls to guide you through your financial reports.
This call will help you better understand your finances and ensure accurate record-keeping. Bonus; We have an open Q&A at the end of every session!
03. The Client Portal Hub.
Your one-stop-shop for everything Core Financial has to offer you and your business. Here you’ll find all recorded CoreConnect sessions (in case you missed it), upcoming CoreConnect dates & topics, a log of the resources you download, a personal profile, and more!
Our passion? Driving health and wellness businesses forward with financial clarity, impactful communication, and a professional yet passionate touch.
When you partner with Core Financial, you’re choosing a team that truly understands and champions your business’s growth.
“Thank you, Core Financial! My partner and I appreciate everything you’ve done and continue to do to help us scale our business! It’s honestly a dream come true.”
Core Financial’s greatest contribution to my business was providing structure and oversight during a period of intensive growth.
Whether you are a nutritionist in your second year of business or a gym owner of 15+ years we have packages tailored to your business needs.
