Step-by-Step Money Reset
You’ve looked at your numbers before, maybe even made a few spreadsheets, but something still isn’t clicking. You know the money’s coming in, but it’s not clear where it’s all going… or how to finally get ahead.
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The Step-by-Step Money Reset is a focused, hands-on coaching experience that takes you from “I think I’m okay” to “I know exactly what’s happening and what to do next.”
This is where clarity turns into confident action.
For Personal Finances
If you’re ready to stop spinning your wheels and start moving forward, this is where we’ll work together to build a plan that makes sense for you.
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Over three 1-hour sessions, we’ll move through a simple, proven framework:
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1. Gain Clarity
See your full financial picture without the overwhelm. We’ll break down your income, spending, and obligations so you finally know exactly where your money is going and what’s working.
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2. Simplify the Flow
Streamline your money systems so you can make intentional choices. You’ll learn how to organize your finances in a way that feels sustainable, not restrictive.
3. Plan Ahead
We’ll build your customized plan and clear next steps, aligned with your goals, lifestyle, and priorities. You’ll leave with confidence and direction, knowing how to move forward long after our sessions end.
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Personal Finances (three 1-hour sessions) – $498
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You can continue directly into a coaching package from here for accountability and ongoing support.
For Business + Personal Finances
Running your own business means juggling a lot, and when personal and business finances overlap, things can get murky fast. This version of the Step-by-Step Money Reset helps you clean it all up and create a system that actually works.
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Over four 1-hour sessions, we’ll bring structure, clarity, and flow to your finances using the same proven process:
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1. Get Grounded
We’ll start by looking at your entire money picture, personal and business, so you can see exactly how your cash moves and where it’s getting tangled.
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2. Strengthen the System
We’ll design systems that make your money work for you by separating business and personal accounts, setting up an Owner’s Pay strategy, and creating a consistent plan for taxes and profit.
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3. Plan Ahead
We’ll map out your forward plan, turning your numbers into a strategy so you can make smarter financial decisions with confidence.
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Business + Personal Finances (four 1-hour sessions) – $658
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You can move directly into a coaching package for ongoing accountability, strategy refinement, and long-term progress.
Is This Right for You?
Choose this program if you’re ready to:
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Go beyond awareness and actually take control of your money
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Create a plan that’s realistic, not restrictive
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Have support and structure to make confident financial decisions
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Build systems that keep your money organized and working toward your goals
If you only need help understanding where your money is going (without building a full plan yet), start with the Cash Flow Reset instead.
