Do any of these sound like you?
Click on one of these buttons that describes you best. Not sure which to choose? Just scroll down to find out.
Family-Focused Entrepreneur
You live where business & family intersect. You're not just running a business—you’re building something that reflects your values, provides for your family, & creates a legacy.
As a Family-Focused Entrepreneur, you might be feeling...
Pressured to make business decisions that serve your family and your clients—often at the expense of your own margin
Unsure how to separate business and personal finances (or whether you even should)
Like you're making good money but aren't confident about what it’s doing for your future
Tired of reactive decisions around taxes, payroll, or retirement—wondering what you might be missing
What we could work on together:
Cash Flow Rhythm
Create a streamlined system for managing cash flow that integrates personal & business finances.
Clarify Family Goals
Align decisions with your family’s goals and create systems that allow you to spend more time together
Paying Yourself
Optimize & strategize how you compensate yourself through payroll or draws.
Investment & Retirement
Refine retirement accounts, balance personal & business investments, & plan for sustainable growth
Plan for Irregular Income
Strategize to handle fluctuating income, prepare for taxes, & fund future business expansion
Exit Strategies & Legacy
Plan for the future in ways that honor your values, ensure a smooth transition, & reflect your legacy.
Does a Family-Focused Entrepreneur sound like you?
Dual Income Couple
You are navigating full lives, meaningful work, & shared goals. You want your money to support your relationships, your future, & your ability to live with presence & generosity.
As a Dual Income Couple, you might be feeling...
Stuck in a cycle of “earning more but still stretched”—especially with housing, childcare, or lifestyle costs
Tension with getting on the same page — especially with debt, spending, or long-term goals
Unclear whether you’re behind, ahead, or right on track for retirement.
Burdened by the emotional weight of financial decisions that come faster than you can process
What we could work on together:
Budget with Breathing Room
Create a spending plan that balances financial goals with room for joy & spontaneity.
Aligning Financial Visions
Clarify goals, desires, & values to get on the same page, so that you are co-creating a life together.
Strategic Debt Paydown
Develop a clear, step-by-step plan to tackle debt efficiently & reduce financial stress.
Investment & Retirement
Build a retirement strategy that’s adaptable for life changes & gives you confidence for the future.
Emergency Fund Goals
Establish a safety net to handle unexpected expenses & to create some peace of mind.
Planning for Life Transitions
Prepare for life’s changes (growing family, aging parents, education) with proactive planning
Does a Dual Income Couple sound like you?
Emerging Entrepreneur
You are taking bold new steps to align your life and work with your convictions. You want to build a strong financial foundation and move confidently beyond the early part of the learning curve of entrepreneurship.
As an Emerging Entrepreneur, you might be feeling...
Like you're in the deep end with taxes, bookkeeping, or business structure—and unsure who to ask for help
Frustrated by inconsistent income that makes it hard to save, invest, or even plan month-to-month
Unsure how to prioritize between saving, reinvesting, and paying yourself
A quiet fear that you’re missing something important—or doing it “wrong” because no one taught you this stuff
What we could work on together:
Clarify Financial Priorities
Simplify the overwhelm by identifying what matters most & breaking it into actionable steps.
Business Plan Review
Review of "the plan" to identify missing components, biases, and potential improvements.
Spending Rhythm
Design a budgeting system that adapts to income fluctuations while keeping you on track.
Align to Serve Over Time
Identify expectations of time commitment & earnings goals from the start, with long term in mind.
Savings Strategy
Create a plan to save, even with unpredictable income, to build a savings for today & the future.
Business Systems
Align your business structure & processes with your life to enhance your time, money, & relationships.
