Do you feel like your business is doing great, but you still wonder…

How much can I, or ‘should’ I, pay myself from my business?

Am I profiting enough to give myself the benefits and paid time off I really want? 

Am I charging enough for my services based on what I want my business to do for me? 

How do I stay on track for my tax savings throughout the year? 

How do I balance feeling like I ‘need to’ hustle, with giving myself permission to rest?

 I’ve got you. Here’s how we can work together:

PHASE ONE:

Financial Clarity Intensive

Bringing your entire financial picture to the table, we will: 

  • Identify clear action steps to streamline your money-flow and achieve your goals

  • Create a Sustainable Spending Plan for your Business that factors in time off of work, tax savings, retirement contributions and more.

  • Create a Personal Sustainable Spending Plan that includes what you most value in life as well as a clear debt repayment and savings plan

  • Teach you principles of money management that will lead to greater success and prevent hiccups in the future

  • Answer your burning questions about tax savings, paying yourself, debt repayment, home ownership and more.

Your Intensive Includes:

  • A private website with helpful videos, worksheets and downloads to guide you through the prep work for our one-on-one session. 

  • A 2.5-hour virtual session with me to support you in creating Sustainable Spending Plans for both your personal and business life.

  • Concrete action steps to move you forward, and one week of email follow-up support. 

Investment: $597

Right now we have a waitlist for 1:1 coaching- Ready to make progress right away?

"Before working with Emily, I had a general sense of what my money was doing, but little intentionality and a lot of anxiety about it. I didn’t know if I could take vacation or sick time, didn’t know for sure that I was saving enough for taxes, and was pretty much ‘winging it.’

I am so relieved. I have zero money anxiety on a daily basis. I feel like a money champ these days and it’s all because Emily helped me sort my stuff out. If you are thinking that having money sorted out might help you feel better then I would definitely recommend working with Emily. I found her to be focused, sharp, and kind.”

M.P., Portland, OR

PHASE TWO:

3 Months of 1:1 Coaching

Do you want to calmly and confidently
manage your money?

Let’s dial-in your finances and transform your relationship with money, for good.

As a result of this 3-Month Coaching Program you will:

  • Confidently manage your money so you can enjoy spending now, save more than ever before, fix your cash flow and feel financial peace of mind. 

  • Budget for a sustainable business you enjoy running, and that does not require burnout. 

  • Get an unbiased birds-eye view on your pricing, revenue and future goals.

  • Pay yourself regularly from your business, knowing your taxes & expenses are covered

  • Create habits that lead you to where you want to be 1, 5 or 10 years from now.

Let's re-write your money story into one where you are engaged, empowered, organized and even excited about what it does for you. 

What others have to say:

 
 

Our 3-Month Financial Coaching Program is a good fit for you if: 

  • You are committed to creating a new relationship with money

  • You know that through consistent action, change is possible!

  • You are ready (and excited?) to create new habits and actively manage your finances

This program includes:

  • 7 one-on-one meetings with regular communication and support in-between sessions. 

  • Setting up both your personal and business budgets for you in an app with real-time tracking, and support in budgeting those dollars.

  • Going over your real-time business and personal cash flow in each session, solidifying what you want your money to do for you. These Strategic Bookkeeping sessions are the missing link for many business owners in understanding and owning how their business is doing.

  • Making your money and what-it’s-for as concrete as possible so that it takes less time to make decisions about spending and saving.

  • Teaching you a system use can use to manage your money for the rest of your life, that is the most intuitive, realistic, and successful one we know of!

  • Though I love teaching others how to confidently make sense of their numbers, we also now offer add-on bookkeeping services for those of you who just don’t have the time (or interest) to do your own categorization.

Questions you may have:

  • Coaching helps you gain control of your money faster by having accountability and support in implementing your new plan for your money.

    Financial struggles are not solved in one day, just like health and fitness habits are not solved in one personal training or nutrition session.

    Ongoing coaching supports you in:

    • Embodying your new identity of someone who is good with money

    • Maintaining an organized system for making financial decisions with confidence

    • Actually looking forward to managing your personal, joint, or business finances

    • Creating lasting changes in your habits with money.

    I am confident my clients save far more money than they invest in coaching, and continue to do so year after year.

    This work is the best solution for someone experiencing fear, shame, anxiety, or frustration with money, because you’ll start taking action toward a different future right away, and continue moving towards it with support.

  • Don’t worry- Doing the deeper work around your relationship and beliefs around money is almost inevitable while tackling the day-to-day reality of it head-on. We will:

    • Create a safe space to share what comes up for you around spending, saving and investing

    • Identify roadblocks or obstacles you may have to enjoying your money

    • Determine clear action steps you can take to move past those hurdles

    Financial coaching is not without vulnerability; in fact, tears and emotions are welcome in my sessions:) If issues surface that are beyond my wheelhouse of expertise, I will refer you to another professional or perhaps therapist who can support you in working through them.

  • I work with service-based business owners who generally do not sell retail products. Common examples are therapists and other healthcare professionals, web designers and brand strategists, coaches, consultants, lawyers, and service providers of all kinds.

    My clients can be sole proprietors, LLC’s, or LLC’s that file as Scorps.

    My business is not only here to serve cis, hetero folks- all are welcome!

  • I only onboard two new clients per month into 1:1 coaching so that I know I’m giving you all the support you need for success! This means that there can be a short wait between your Financial Clarity Intensive and starting our 3-month program. However, I make sure to provide clients with clear action steps to start moving forward and prepare for our work together in the meantime.

Investment: $3500
with payment plans available

*If both of you are self-employed and want coaching and support with two businesses, extra sessions will be needed and therefore an additional charge of $495 per month.

What clients say our ongoing financial coaching provides:

  • Accountability & grace from a sharp, practical and kind financial guide.

    Michael said, “One of Emily's greatest gifts as a Financial Coach is her ability to be practical, logical and mathematical while simultaneously also being caring and compassionate. She is authentic, direct, sincere, kind and honest around the complex topic of money and whatever it may bring up for her clients.”

  • Sleeping well at night knowing your money is taken care of with a thorough, holistic spending plan that leads to what you most want and value in life.

    Sahar said, “I sleep well at night now, because my money is organized and I know exactly what it needs to do, to support the lifestyle I want.”

  • A welcoming and non-judgmental space to learn about money, gain control over it and manage it with confidence.

    Jennifer said PDX Money Coaching provided “a safe and knowledgeable space to create realistic systems in both my personal & business finances.”

  • Better communication with my spouse and momentum toward our shared goals.

    Autumn said, “while we used to cringe at the thought of not only devising a budget, but sticking to it, Emily gave us the tools we needed to make budgeting (dare I say it?) fun.”

PHASE THREE

Ongoing Support Beyond the 3-Month Program

Don’t worry- We know it often takes more than 3 months to tackle your finances and feel awesome about your everyday spending and savings decisions. We offer ongoing coaching to provide you with the accountability and support you need to keep hitting your goals- and to create new ones you may not have thought were possible.

  • For clients who have already completed the Foundations Coaching Program

  • Continues your progress with regular 1:1 meetings, shared documents and accountability

  • Includes email support between meetings

  • Join other clients committed to their relationship and progress with money in our monthly community calls!

  • "Before coaching I felt overwhelmed, ashamed, upset, stressed, and a sense of dread when it came to money. I didn't have a good understanding of how to save money or plan for upcoming expenses."

    “I now have a budget plan for both my personal life and business life. I know how to plan ahead more easily and feel like I have more control over my finances. If you aren't sure of where to go or who to choose for help, choose Emily. Talking about money is scary and we all have had traumatic events in our lives that make this so hard to confront, and she provides such a safe and validating space that it will be okay. I'm excited to keep growing my skills and my own boundaries so I can continue to save money. I am excited to watch myself grow in my business and figure out how to make my money work for me instead of me working for it."

    Amber, Vancouver, Washington

  • "I feel 'on top' of my life/business/finances. It's truly changed EVERYTHING! I set a goal to save in multiple areas and I achieved that and more!"

    “I now get excited to save money, see what I've saved/spent each month, see what I've accumulated since we started 4 months ago. I feel above water, FINALLY!

    I see endless possibilities if they are planned for and I keep doing what I'm currently doing!”

    Meghan, Portland, Oregon

  • "I found Emily after a therapist suggested I find someone who could help me make a budget as this was too overwhelming to do on my own. That’s what I thought I was coming for, but what I got was so much more."

    “Emily is teaching me how to live within my means in a way that meets my needs and also sets me up to achieve future goals. This is more of a process than anticipated, as there are many layers including my relationship to money, my spending habits, family of origin beliefs and habits around money, and the list goes on. Having Emily there to coach, guide, and hold me accountable in a non-judgmental and encouraging way is empowering and boosts confidence in myself and decision-making.”

    Ariel, Portland, OR

  • "Before Jan 2020 I felt frantic, anxious, and uncertain about money. I often spent down to zero in my accounts."

    “I got behind in my taxes. I didn’t have a ridiculous amount of debt, but for someone with a decent income I never had money. I can’t really express how much this has changed my life. This has always been a blind spot for me, from childhood, and I never thought I’d get it under control. Unlocking the budget mystery was a huge epiphany that I expect will be very helpful to me as I head toward retirement.”

    Jeanne, Portland, OR

  • “Working with Emily is the best thing I could have done for myself and my business. In a few short months, my outlook and confidence around being self-employed have changed so that I can focus and plan in a way that I never felt able to do before."

    “I cannot say enough how thankful I am for her help! The skills and tools she introduced me to have certainly been beneficial, but it’s important to say that Emily really took the time to understand my situation. Her grounded and positive attitude made something that was scary for me much more doable, and even fun!”

    Jessica, Maine

Let’s get started on the journey toward financial peace of mind and confidence in your business.

or