Summer of Love:
Financial Edition
Want a little more peace, love, and happiness when it comes to your money?

This 90-minute financial check-up & clarity session,

for entrepreneurs, small business owners, and professionals, is comprehensive yet focused, and addresses the key areas of your financial behavior and management.


Get the insight & the breakthrough you need as we check-in on your goals, your current status, and determine what needs to be tweaked as you 

move forward.


Here's What We'll Do:

  • Review your 2024 goals
  • Assess your current situation
  • Analyze your behavior (what is/isn't working)
  • Review your systems
  • Create your strategic action plan
  • Address any questions you may have

Here's What You'll Get:

  • A 90-minute review, brainstorming, and strategy session (recorded so you have an additional learning tool)
  • An updated game-plan tailored to help you finish the year strong 
  • What I'm known for: (1) creating a space to be heard, (2) providing a fresh perspective that results in tailored ideas, guidance and actionable insight; (3) strategic + implementation advice that factors in your short-term & long-term goals, and; (4) my usual dose of straight talk so that you understand the potential financial (and operational) impact of your decisions.


"...I had a MAJOR breakthrough. I had been working through a lot of stuff over the past month related to what I wanted to do with the biz and this was the missing piece (although I didn't realize it). I woke up the next day and mapped out everything with ease and joy and now I have a 2024-2025 business plan that rocks, so THANK YOU!!!"

Heather Hubbard

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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