Niche Focus Target Christian individuals and households seeking retirement and life stewardship coaching. Highlight a values-aligned approach that combines traditional financial education with scriptural virtues to differentiate from secular advisors and open opportunities with faith-based communities.

Boutique Scale Operate with a small team and personalized service. Use this as a selling point for high-touch financial coaching and bespoke program bundles, while exploring partnerships with larger faith-based organizations that can refer clients for tailored coaching.

Educational Offerings Promote the 23 wealth coaching and stewardship classes as a scalable product suite. Cross-sell to existing clients and create tiered programs or memberships that increase lifetime value and provide recurring revenue through ongoing education.

Tech & Accessibility Leverage the current tech stack including Shopify for e-commerce of courses and Microsoft 365 for collaboration. Consider expanding digital marketing automation and client portal capabilities to improve onboarding, retention, and upsell opportunities.

Growth Potential Revenue range suggests mid-market potential with room to scale via partnerships with similar firms. Position as a compassionate, values-driven alternative to larger firms and target comparable firms in the financial services space to generate referrals and co-marketing deals.