Financial Foundation Setup

Just the right amount of personalized support for those handling their own business finances, so they can take care of their money with ease and confidence.

Staying on top of the “the money stuff” while trying to run and grow a business can get overwhelming.

If you aren’t quite ready to hire on-going financial help, but could use guidance building a strong financial foundation that helps you confidently do it on your own, I’m here to help.

If you’re like a lot of creative ‘solopreneurs’…

  • The accounting stuff feels mundane, intimidating, confusing, and/or frustrating so you struggle to keep up with your financial tasks. So…

  • You dislike, perhaps even resent having to manage “the money side of business”. Which means…

  • You never really feel good about your finances. Thus…

  • It’s difficult to feel like you’re reaching your full professional potential. And…

  • You aren’t sure where to get help so you feel stuck with how you’ve been doing things.

Once I help you build a solid financial foundation you can:

  • Nourish your relationship with finances which leads to a greater sense of professionalism.

  • Enjoy (or at least not hate!) managing your money with systems and processes that that are the right fit for you.

  • Easily and consistently stay on top of your finances all year long.

  • Feel confident and prepared for tax time.

  • Experience relief with having a financial professional in your corner.

What the process looks like

Step One

You get access to the Simplify Your Finances tiny course so you can jump start your financial foundation ASAP. You’ll watch the 6 lessons (less than 90 minutes total) before we meet.

Step Two

We meet virtually so I can learn more about you and your business. We then create an easy to implement personalized financial strategy. You’ll receive step by step instructions on what to do and how not to get overwhelmed.

Step Three

You follow your financial instructions, and then we meet again to discuss any challenges, and next steps. I remain available to help you via text and email for 60 days.

Cost - $500*


* I have limited time available each month for these 1 to 1 type sessions. Please apply for this Financial Foundation Setup below

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I’ll need some info to know how I can best help you. Please fill out the form below. I will be back in touch with you within 2 business days.