Are certain pieces of your financial puzzle in order but you still aren’t seeing your whole picture?
Your Day-to-Day Management…
Maybe you’ve gotten your books in order, but you’re not sure how to use your numbers to best advantage…
Your Financial Strategy…
Maybe you’ve received business coaching that didn’t take into account your relationship with money or your personal style as an entrepreneur…
Your Money Mindset…
Maybe you’ve explored and cleared your money blocks, but you haven’t learned how to manage – and keep – the money you’re manifesting…
At the Zen Money® Initiative, we look at your numbers in an integrated way.
Our Zen Money™ 3-pronged approach includes:
Learning Your Style
Get real about your past experiences to learn how they’ve shaped your relationship with money and the decisions you make today. Identify any roadblocks that are holding back from managing your money or charging your worth. Determine a plan for financial management that works for your unique financial archetype, and get clear on your personal and professional goals.
Financial Management
Get set for success based on your unique needs. For some that may mean learning the foundational elements of managing your books, for others it means done-for-you financial management. Clients are amazed at how quickly they feel calm and confident once their financial accounts are in order and things are flowing smoothly.
Integrated Strategy
Create an individualized business strategy that meets you where you are and shows you exactly how to get to where you’d like to go. Our forward-thinking strategy takes into account your personal and professional needs, helps you answer the “should I be spending this?” and “what should I be charging?” questions, and sets you up for massive growth.
The most financially successful business owners in the world don't hide from their numbers, they use them to their advantage.
Depending on your where you are on your entrepreneurial journey, we offer a variety of different ways to start creating your version of Zen Money.
Online Programs
Join other fast-growing entrepreneurs as you set up your business for financial success. Create your own Zen Money Map, build the strong bridge to your personal life you’ve been craving, and develop an easy-to-implement, actionable plan to catalyst growth and take your business to the next level… and beyond. Get started on your own or work through our flagship programs with 1:1 support.
Strategic Deep Dive
Take your business farther than ever with a Live Strategic Deep Dive. Create an in-depth, actionable financial plan to launch massive growth in your business and build a sustainable bridge to your personal pocketbook…in an intimate 1:1 setting that encourages you to embrace your greatest potential. Let’s build your Zen Money® future together!
Done-for-You Services
Ready to meet your financial team? Let us handle the numbers so you can focus on doing what you love best! Our ongoing support services include financial strategy and CFO-level management, day-to-day bookkeeping, and tax coordination. We meet you where you are right now, and get you where you want to go – faster, and with more confidence. Book a call so we can talk more!
Not sure where to start?
If you're ready to up your financial management game and want to explore your options to work with me, let's talk!
Imagine how you’d feel knowing:
–> Your books are balanced…
–> You’re fearlessly charging your worth…
–> You have a clear picture of where to spend and where to save…
–> Tax time is a breeze (really!)…
–> You have a customized strategic growth plan…
…All while you stay focused on doing what you do best!
Making the choice to master your numbers is a leap of faith…
..Are you ready to jump?
