Financial Mastery Coaching For Entrepreneurs
I specialize in working with entrepreneurs and entrepreneurial couples who want to dial in their personal and business finances, and are ready for higher levels of income generation.
Many of my clients are change-makers, progressive entrepreneurs, and entrepreneurial couples that are interested in doing money in new ways.
My entrepreneurial clients learn techniques for mindset mastery and practical financial tools to systemize greater levels of financial freedom.
Because of my extensive experience in business, I offer financial services to support entrepreneurs and their businesses, ensuring that startup endeavors are well thought-out, and that the numbers align with the vision.
As businesses grow and are ready to uplevel, I provide strategic guidance to enhance the financial systems and structures that support sustainable financial growth.
The Money Wisdom System for Entrepreneurial Finance:
Personal & Professional Confidant
A sounding board to discuss the challenges you face in business as an entrepreneur and leader
Support for navigating the ever-changing financial landscape of business endeavors
A place to speak about the financial opportunities and challenges that constantly arise on the personal side of finance
Training & Oversight
Training owners to analyze their financial statements
Training bookkeeping staff to provide the best, most useful financial information to the owners, so they can make appropriate decisions based upon objective financial data
Overseeing bookkeepers to ensure things are accurately categorized, reconciled and timely
Financial Mastery
Overcoming financial limitations, bad money habits, destructive patterns with money and money beliefs that makes it challenging to achieve higher levels of financial success
Navigating uncertainty with inner strength & confidence
Maintaining balance and quality of life
Successful Financial Projections & Analysis
Revenue forecasting and expense budgeting for the short and long-term
Planning for transitions, expansions and financial contractions
Having a financial scorecard for measuring and tracking success
Cash Flow Management & Growth
Understanding financial needs weekly, monthly & yearly
Planning debt and investor repayments
Determining the appropriate amount of pay for owners and employees
Understanding how profitability affects your bank balance and what the missing ingredients are
Setting up bonus structures or profit sharing models
Personal and Professional Liaison
Interfacing with CPA’s, bookkeepers, attorneys and financial planners so everything is consistent, aligned and strategic
Do you consider yourself a HENRY(high earner not rich yet?)
Are you a high earner, but you struggle, feel confused, or not fully in control when it comes to managing your money?
Do you have a feeling that you could generate SO MUCH MORE if you could manage what you have successfully?
I’ve worked with countless clients over the past 15+ years who had the ability to generate abundant flows of income but weren’t sure where the money was going or doubted their own financial abilities.
As a result, they stayed stuck at a certain ceiling in their financial life when they knew much more was possible and didn’t gain wealth traction in their high earning years.
If you feel:
✓ You don’t quite have the skills to manage your money in a way that grows your savings and assets, but you’ve been feeling ready to go to the next level with your finances
✓ You could generate so much more if you fully took charge of your financial life
✓ Your relationship with money still feels murky, and you know you need to clear that up in order to have a more prosperous experience of life
✓ You want to learn how to refine your financial strategy and leverage your income to maximize your short-term savings and long-term investments
✓ You’re ready for support and becoming financially literate, financially empowered and financially masterful
Financial mastery coaching can provide you the guidance and support you need to best manage, invest, and grow your money.
Are you an entrepreneurial couple?
This isn’t often spoken about, but did you know that there is a way to leverage your relationship for entrepreneurial success?
If you’re in a relationship where one or both of you are entrepreneurs, there is a lot that can be done to synch up business finances with personal finances, all while having a partnership with each other that feels inspiring, passionate, sexy, and fuels your creative and financial efforts.
