mission statement

Next Level Planners, LLC believes that business can be fun, profitable and, personally satisfying.  Our mission is to teach business owners and executives to identify those goals and objectives which will aid them in growing both personally and professionally.  We are the client’s sounding board, strategic and accountability coach, confidant and mentor.

Core Values

Integrity Above Personal Gain

Situational Objectivity 

Transforming Possibilities Into Realities

Respect for Others and Self

Good is Never Good Enough

Client Satisfaction

To take client satisfaction to its highest attainable level, Next Level Planners, LLC limits the number of clients thus insuring that each receives the attention it requires.