Financial Success

Planning is bringing the future into the present so that you can do something about it now.

-- Alan Lakein


Financial roadblocks can seem insurmountable without the right plan.

KDDK Legacy Group offers the support and experienced feedback you need to confidently make decisions. Let us show you what your financials say about your business.

Financial Coaching Online and In-Person:

KDDK's full suite of financial training services include:

  • Overview of Financial Statements: a review of your income statement, cash flow statement, and balance sheet.
  • Ratio Analysis: a review of key financial ratios and what they reveal about your firm’s operation.
  • Financial Statement Impact: An overview of how financial data can be used to determine the type of funding needed to maintain or grow your business.
  • Revenue Generation Strategies: Make investment calculations, explore new revenue models to determine business strategies, create product sheets, or write sales letters to launch new revenue models.
We will work with you and your team to identify specific goals, objectives and measurements to position your firm for future growth. During our one-on-one coaching, we provide hands-on support to help better understand your financials and develop a solid strategy for growth.

What people are saying...

  • “Dr. Waldon is a great listener and you can tell this because when she asks questions they are thoughtful and go to the root of your problem using info that you supplied in the conversation…I consider Dr. Rea Waldon a mentor and a friend…”
    Greg Battle
    President, CEO, Lean Continuous Improvements llc
  • "Rea has the highest degree of integrity, deep knowledge of her field and is someone who works well with everyone she comes in contact with. She is a leader, convenor and and works diligently to make change happen."
    Kathy Laker Schwab
    Executive Director of LISC Greater Cincinnati & No. Ky
  • “I recommend Rea as an extremely competent, high professional colleague that brings energy, new ideas and passion to the economic development industry.”
    Terrence Clark
    President and CEO at The New York & New Jersey Minority Supplier Development Council, Inc.
  • “If you are looking for a trusted advisor, Dr. Rea Waldon is just that. One last thing...don't let her quiet presentation fool you. Rea is one tough business leader.”
    Melvin Gravely
    President & CEO of TriVersity Construction
  • “Rea Waldon has been our business consultant since 2014. She’s been helping us specifically in the areas of accounting and management. She meets you where you are, and she helps you based on where you are in your business.”
    Cathy Lindemann
    Owner, Evolution Creative Solutions
  • “Rea was very knowledgeable and strong providing guidance through the program and especially in understanding a business’ financials.”
    Sandie Lange
    Swath Design
  • “Rea promotes her desire to connect and get in the trenches to understand your business.  She offers a trust that she cares about you and your business.
    Barbara Smith
    Journey Steel, Inc.
  • “She is very good at what she does: in my first experience working with her, I was very much at ease. She makes sure that we have all the tools we need to make our program better.”
    Jerry Brown
    Supports to Encourage Low-Income Families (SELF)
  • “She has great insight from a business perspective, and she really and truly cares strongly about small businesses.”
    Sheila Mixon
    Women's Business Enterprise Council - Ohio River Valley

Ready to get started? Schedule a FREE 1:1 consultation today!