Creating a Sustainable Business Plan -

And knowing the numbers
that make it all possible

May 15th, 9:30am-11:30am


This hybrid course & live group workshop is designed to guide you through creating a thorough and realistic spending plan for both your personal life and your business. 

  • Includes a 2-hour live session for Q+A, sharing, and lessons on the most important aspects of feeling confident about your plans.

  • Also includes Bonus materials and tracking tools to hold yourself accountable as you move forward.

After this workshop you will:

  • Know how much you’re really making right now, and what that makes possible in your life.

  • Understand how much would you would need to make in order to take more time off, fund vacations, or feel good about your retirement contributions.

  • Be able to make informed changes to your current offerings and pricing in order to get you there.

 

Watch: Course Summary

 
  • Client Feedback: "How did you feel about your money and your new plans after taking this course?" 'Clearer, more hopeful, more manageable, more powerful, and excited to understand it even deeper and do a better job tracking it. Relieved that now I have a good picture of my finances in one place. Grateful I can make informed choices from this place.'

    Lulu, Portland, Oregon

  • "I really appreciated your approach: kind, clear, organized, knowledgeable, understanding about peoples situations."

    Alyssa, Portland, OR

How it works:

  • Sign up and get started!

    As soon as you register you’ll get access to your online course and prep work- Start learning right away what you’re really making, what your Sustainable Spending Plan looks like, and start dreaming about your future.

  • Join Your Live Session!

    Our 2-hour live session will be limited to 8 participants so that everyone has time to share & get their questions answered.

  • Feel hopeful about your future as a business owner

    If your business isn’t able to provide you with the salary, paid time off, and retirement you deserve right now, don’t worry- You’ll have a plan to get there.

FAQ:

  • This could take you a couple hours or more, depending on how organized your finances currently are. There is so much value in completing the prep work alone!

  • No worries- You can email me your questions beforehand, and I'll do my best to answer them either in the recording or personally via email. I'll send out a recording afterward that will be available to view for one month.

  • Nope! Only if you want to share. I do recommend you at least share your spending plan with me, so that I can best assist you, but there is no pressure to share your screen during the Q+A.

  • Yup- classes will be limited to the first 6 folks who sign up. And, I'm sure you'll learn a lot about what you don't know-that-you-don't-know from what others ask in the group!

  • You'll have access to the downloads forever, and access to the online course and videos for one year.

  • This course is a great fit for service-based sole proprietors, LLC’s, or LLC’s who file as Scorps. It would not be a good fit for a partnership business structure or any
    other more complex structure.

    I would also only recommend this option to couples who share the majority of their money, as otherwise I believe you would need a longer, one-on-one session to make a comprehensive plan.

  • You can feel free to inquire about availability for our ongoing coaching after your workshop- It is now an option to move into 1:1 coaching after the ‘group Intensive.’


Join us on May 15th!