Cash Flow Reset
If you’ve ever thought, “I make decent money, but I’m not sure where it’s all going,” this session is for you.
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The Cash Flow Reset is a focused, one-on-one coaching session that helps you finally see what’s really happening with your money, without judgment, overwhelm, or complicated spreadsheets you dread opening.
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We’ll take a deep dive into your income and spending patterns to uncover the truth about your money flow. You’ll walk away with clarity, insight, and some next steps you can take on your own.
Here’s what we’ll do together:
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Review your income and expenses so you can see exactly where your money is going
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Identify patterns that may be quietly holding you back
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Spot opportunities to simplify and gain control of your cash flow
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Discuss practical next steps you can take immediately, without a total financial overhaul
This session is about clarity and awareness. You’ll walk away knowing exactly where you stand and what needs your attention first. It’s the perfect reset before deciding how you want to move forward.
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Personal Finances: 90-minute session – $258
Cash Flow Reset for Business Owners
Running your own business means wearing a lot of hats, and when it comes to money, it’s easy to fall into the cycle of mixing accounts, moving money around, or just hoping the numbers work out.
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In this extended version of the Cash Flow Reset Session, we’ll look at the full picture: both your personal and business finances. Together, we’ll untangle the money chaos and create a clear understanding of where everything stands.
We’ll work together to:
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Separate personal and business finances
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Create an intentional Owner’s Pay strategy
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Estimate and plan for tax savings so you’re not caught off guard
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Review spending, profit, and cash flow trends to identify opportunities for improvement
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Clarify how money moves through your business and how to make it work for you
You’ll leave with a clear understanding of your money flow across both areas of your life and have direction for what to do next.
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Business + Personal: 2-hour session – $338
