Coaching Plans

We have the plans to suit YOU and YOUR business. From early stage discovery to the deep dive into your inventory, vendors and financial position, the Wealthy Retailer® will help you find the path to success in your retail journey!

Why work with us?

Retail is our passion. We understand retail, open to buy planning, and the need to achieve financial security. Our objective is to bring a solid plan, experience and optimism. We have put the following three packages together to start the process of working together. Every package will bring you value in your retail business whether you progress working with us or not. More information is below about how we can plug into your business and really help you adapt to the ever changing retail landscape/world.



Let’s talk about your store. This is a two-way question and answer session where we will discover facts & figures about your business to assist in the alignment of needed action steps in a specific area of your retail business. 

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Let’s start to dig in! At this stage, we start to dive into your business (we provide an NDA). We will complete a full inventory analysis, vendor scorecards utilizing your POS reporting and review those results with you. 

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The deep dive into your retail operation starts here. In addition to all of the services offered in the retail inventory and vendor analysis, we also provide financial breakeven analysis, a dynamic cash flow forecast and more.

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Take Your Retail Business Even Further!

Elevate your retail operations, your sales, and even your marketing efforts with these industry-proven business practices and techniques! Get in touch with us today to learn more.

Merchandise Planning, often called open-to-buy (OTB), reveals how much inventory you need to meet current and future demand in your store(s). The fundamentals are simple, but accurate planning requires accurate projections, and predicting the future is no simple thing. 

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EOS, the Entrepreneurial Operating System, modified for the indie-retailer, is a complete set of simple concepts and practical tools that has helped thousands of entrepreneurs get what they want from their businesses. Implementing EOS will help you and your leadership team get better at three things: Vision, Traction & Healthy.

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You want to start making content to stand out and connect with your audience! First, we need to get a good understanding of where your business is at. Your digital and social presence, your approach to marketing and more. Connect with us to start this assessment process. From here, we begin to make the plans to really help you and your business stand out. 

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Let’s Work Together!

One-on-one retail coaching for what ever you may need assistance with when it comes to your retail business! This is the perfect time to discuss project work, monthly or quarterly metrics reviews, ad hoc sales or merchandise training and more. No topic is off limits and ALL information gathered is considered confidential. Bookings are made through a live calendar and time is billed in 15-minute increments. 

Browse through the hour packages below to pick the right one for YOUR current needs!



You have a burning retail question or two and need some retail advice. Our one hour package is perfect for the retailer that needs specific advice on a current problem or opportunity.  



This package is perfect for the retailer that wants occasional coaching or consultation without being tied into a monthly service contract. 



This package is for the retailer that wants consistent, yet occasional coaching or consultation without being tied into a monthly service contract.  

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