Are certain pieces of your financial puzzle in order but you still arenโt seeing your whole picture?
Your Day-to-Day Management…
Maybe youโve gotten your books in order, but youโre not sure how to use your numbers to best advantageโฆ
Your Financial Strategy…
Maybe youโve received business coaching that didnโt take into account your relationship with money or your personal style as an entrepreneurโฆ
Your Money Mindset…
Maybe youโve explored and cleared your money blocks, but you havenโt learned how to manage โ and keep โ the money youโre manifestingโฆ
At the Zen Moneyยฎ Initiative, we look at your numbers in an integrated way.
Our Zen Moneyโข 3-pronged approach includes:
Learning Your Style
Get real about your past experiences to learn how theyโve 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 youโd like to go. Our forward-thinking strategy takes into account your personal and professional needs, helps you answer the โshould I be spending this?โ and โwhat should I be charging?โ 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 levelโฆ 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 Moneyยฎ 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 balancedโฆ
–> Youโre fearlessly charging your worthโฆ
–> You have a clear picture of where to spend and where to saveโฆ
–> Tax time is a breeze (really!)…
–> You have a customized strategic growth planโฆ
…All while you stay focused on doing what you do best!