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As a female entrepreneur, your financial needs are unique—so are our strategies.

...not to mention, we tailor packages to fit every budget!

Money Mindset Coaching

Budget Optimization

Tax Strategy

Life Insurance

Retirement & Investing

Business Succession Planning

Passive Income Creation

Debt/Credit Consulting

Financial Literacy Courses

COURSE + COACHING PACKAGES

Confident InvestHER Academy

How do you quit your 9-5 or time-sucking business... and create PASSIVE INCOME? How do you become financially free? Find out inside my Confident InvestHER Academy program! Apply for a spot today.

How to get started investing even if you're "not good with money!"
How to turn your extra cash into passive income
1:1 and Group Sessions to ensure your success
Certified money mindset coaching to uncover & delete your limiting beliefs around wealth

Apply For Coaching

The Plan HER Profits Membership

How do you take an unprofitable business and get it to function properly and CLOSE SALES? Find out inside my Plan HER Profits membership! Apply for a spot today.

Our proprietary client-attraction method to make sales from social media without paid ads
How to create predictable profits using proper accounting procedures
Weekly accountability + coaching to ensure your success
Sales coaching for you and your team to ensure that you are getting sales & signups

Apply For Coaching

FINANCIAL SERVICES FOR ESTABLISHED BUSINESSES

Business Succession Planning Package

Do you know what would happen to your business if you suddenly passed away? Without a succession plan, your business could face significant disruptions, or worse, end up in probate, which can stall operations and severely impact the financial stability of the business you’ve worked so hard to build.

Our Business Succession Planning Package, designed in collaboration with Bounds Law LLC, provides a comprehensive strategy to safeguard your business against unforeseen events, ensuring a smooth transition and preserving your legacy.

Collaboration Disclaimer:

Our collaboration with Bounds Law LLC is structured strictly as a vendor relationship, not a legal partnership or fee-sharing arrangement, to ensure all legal and financial advice is delivered with unwavering integrity and adherence to professional standards. This collaboration significantly enhances our Business Succession Planning services, providing comprehensive financial expertise while strictly conforming to legal ethics.

What’s included:

Contingency Plan: Develop robust plans to handle unforeseen business disruptions, including guidance on how to avoid probate issues that could detrimentally impact your business.

Emergency Preparedness Plan: Craft strategies to protect your business against natural disasters and economic downturns.

Buy-Sell or Other Agreement: Prepare applicable agreements to facilitate a smooth transfer of ownership.

Initial and Exit Consultations: Guidance from the start and upon completion of the succession planning process.

Comprehensive Estate Plan: Cover all estate planning needs including Powers of Attorneys, Health Directives, and Wills.

Funding Options Counseling: Advise on financial strategies to support the execution of your succession plan.

Optional Upgrade: Custom Trust

Enhanced Asset Protection: Create a tailored Trust to further secure your business assets and streamline ownership transition, minimizing potential family disputes and legal hassles.

Investment: Starts at $2,500**

**There are additional fees for preparation of Trusts**

Book Your Business Succession Call Now

Mini Courses For All Levels

I help women go from broke to financially free. Along the way there are certain milestones EVERY woman needs to accomplish, and speed bumps you will need to overcome.

That's why I have created these mini-courses: as resources to help you all along the way, and as a way to "taste-test" what it's like to work with me inside my coaching programs!

The Financial Grip System of Budgeting

This mini course reveals the budgeting system Ben & I used to pay off debt, build savings and create extra cash each month we could use to start investing!

It also contains bonus video trainings for entrepreneurs and business owners on how to properly set up your Business Financial System so you can make more than you spend and grow your business.