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A Coach + Consultant
Done-With-You Approach

We are passionate about helping small business owners build a business that creates freedom.

Jim + Cher founded the Tradewinds Group in answer to a problem of their own: Something was missing.

Jim, an experience CFO (Chief Financial Officer) and financial consultant, is passionate about making people’s wealth work for them. He was frustrated that his clients were failing to take action on his financial insights due to unpredictability and lack of security in their business.

Cher, a results coach, is passionate about helping local entrepreneurs build businesses they love. She was frustrated that, for all the progress her clients made, there were questions she just didn’t have answers for. Though she could build confidence and strategy and fire clients up to take action… were they really headed in the direction of profit and freedom?

Then one day back in 2020 they teamed up together to support a mutual client and realized: “This is it. This is what small business owners really need. This is what was missing.”

So they started the Tradewinds Group to bring small business owners like you the best of both worlds—finance-savvy business wisdom + clear, action-oriented strategy that leads to profit, freedom, and long-term wealth.

Together, they make up the coach + consultant dream team that can help you turn your business into a wealth engine that fuels your life instead of burning it up.

What Jim and Cher saw is that there is a lot of business information available but very little of it is applicable to the small local corporation. Often clients have read all the books, talked to their banker, their accountant, their colleagues, but have not got the customized analysis and advice (and hands on support) they need to conquer challenges and focus on opportunities.

At Tradewinds, we scale business know-how to the small business level so that it is digestible, applicable, and empowering. And we do it from a place of DONE-WITH-YOU. Real advice, collaborative work sessions, specific goals, projects and measurable initiatives that leverage your existing success in a clear one-year plan that captures the money you are leaving on the table, helps you build your team and get everyone on the same page, discover how to attract, engage, and build a rockstar team, and even more importantly, how to execute. How to manage the work ON the business so that it gets done.

There is a point at which all successful small businesses arrive on their journey that we call the Doldrums. A place that feels “stuck”.  As in sailing terms – the Doldrums is a place at the equator where the winds can disappear.

The ship is stuck and waiting for a wind… the Tradewinds.

  • The success of the business is consuming the business owner,
  • They have more employees than they can comfortably manage (but are still making most of the decisions),
  • Quotes, invoicing, admin all starts creeping into evenings and weekends,
  • The business has grown but the profitability is going in the other direction,
  • Revenue is growing – and you know it is hiding a multitude of sins,
  • The business owner needs to get out of operations, off the tools, the truck, the desk but cannot see the path to do so,
  • Things start falling through the cracks and anxiety starts to build,
  • It can feel like a constant repetition of “one step forward, two steps back”.

The path forward is not a single step but a framework of 5 core needs to take your business to the next level.

This is our signature program – it starts with Tradewinds. Once you have scaled your profit and your business is finally paying you back, you have the breathing space to achieve the goals you want.

Once you have run at this profitable level consistently and predictably, you are ready for Gale Force (you are the Gale LOL) and can step out of operations, out of management and into leadership. At this point you can systemize the business and get ready to scale (if you want to).

At this point, your business has become a true asset – your wealth engine. And as the business owner you are seeing a return on sales that allows you to design the lifestyle and the future you want as well. We help you there too – through the wealth arm of our business… where it all began: creating tailored ICL (Integrated Corporate Life) Financial Plans that are designed to fit the unique needs and situations of each of our clients.

What’s the first step? Book a Sounding Board Session to find out if there is profit and wealth locked in your existing business.

Let’s put the wind back in your sails.

 There are absolutely no strings attached.