Your Money Strategist
where we'll bridge the gap between your vision and your financial reality
I love talking to someone who understands money AND small business... it makes the conversation so much easier! Melissa's knowledge, combined with her upbeat, fun attitude, makes all of this financial stuff seem way more accessible!
~Life Coach
I know there seems to be a bajillion different types of financial professionals out there.
But what those people aren’t tapped into is… YOU.
As a conscious service-based business, we’ve had to wear all the hats.
Creative Director, Social Media Manager, Director of Operations, Chief Financial Officer, to name a few.
Not to mention, our natural inclination to think, “It’s not really about the money.” Of course it’s not. It’s about the impact, the lives we get to be a part of, the ripple effect of our work.
And THEN we each have our own money stories that play into all of it. Talk about a mind fuck. ðŸ«
But when we get down to the brass tax of it all, it has to be about the money TOO.
Money to keep our businesses thriving, money for our families' lives to be manifestations of journal entries from yesteryear, and money to make the systemic changes we crave.
Yes. We have to be the change we wish to see in the world.
Also yes… We have to put our money where our mouth is to make it happen.
And this is tricky - because most of us weren't taught how to do that.
So instead, we end up:
-
Trying to force our business & lifestyle into some piecemeal system
-
Avoiding the changes we know need to happen
-
Making random decisions without knowing the financial implications
Are you over waffling about what to do next?
That's exactly why you have me.
We'll bridge that gap between your vision and your financial reality.
You'll understand your money in ways you didn't think possible.
​
This is a 6-month, 1:1 done-with-you (guided) partnership.
-
1-2 meetings a month to tackle what needs attention - cash flow, business decisions, or a money move you're considering
-
Voxer access between sessions for the "wait, should I...?!" moments
-
Financial analysis that's in plain English
-
Strategic action plan that prioritizes what to do first, second, third - so you're not drowning in a list of forty-eleven things to fix
We're not just talking about your money - we're actively working on it together, building systems and creating EASE & FLOW.
$20,000 Pay-In-Full
or
$3,333 per month/6 months
PIF Bonus: I'll connect directly with the other financial professionals in your life (bookkeeper, accountant, financial planner) as needed to ensure everything runs smoothly and everyone's on the same page.
IT'S AS EASY AS...
One
Vibe Check
My style is 100% shame-free. We all have a financial history; you will not be judged for yours.
If we are just getting to know each other, I'd like to state here & now:
✊ I support disability rights
✊ I support LGBTQIA+ rights
✊ I support BIPOC rights
If any of those statements make you uncomfortable, we’re not the right fit for each other.
Oh, and I’m a 7/10 on the woo-woo scale. I’ll talk about money mindset, our birthright to money, the energetics of money… all that good stuff!
Two
Apply
A quick application that helps me get to know you & ensure I'll be the right guide for you during this six-month container!​
Three
Get Started
If everything is a go... we'll sign a little paperwork, schedule your first call, and hit the ground running!
CUSTOMIZED ECOSYSTEM
We'll start wherever YOU need to start.
​
And we’ll figure that out by having you rank each of the four prongs of money on a scale from 1-10.
Business Finances
Financial System Audit
Is what you're using actually working for you?
​
Profit & Loss Deep Dive
Are you clear on what it’s telling you & what happens next with this information?
​
Map Your Money
Outline your offer structure and the revenue associated with each.
​
Cash Flow Management
It will be crystal clear what your money looks like 6-12 months out
​
The Tactical
The Financial Show
Who is running it?
​
Your Time Commitment
Are you more or less involved than you want to be?
​
Your Financial Routine
Do you have one?
​
Personal Finances
Financial System Audit
Is what you're using actually working for you?
Your Household
How much does it actually need from the business (baseline + goals)?
Money Moves
What’s on the docket for the short- and long-term in your household?
Alignment
So your business & personal finances have a nice little rhythm to them.
​
The Spiritual
Your Relationship with Money
Good? Bad? Ugly?​
Financial Past
What needs to be cleared out?​
​
Financial Present
Nervous system safe mantra or EFT creation.​​
​​
PAY-IN-FULL BONUS
I'll connect directly with the other financial professionals in your life (bookkeeper, accountant, financial planner) as needed to ensure everything runs smoothly and everyone's on the same page.
IS THIS FOR ME?!
Yes, if you...
-
are a conscious entrepreneur who knows how powerful it is for you to have money
-
crave a relationship with money that serves you (and others)
-
feel like there's more for you to learn when it comes to money
-
want to crush (like in a good way) this next iteration of you and the role money plays
-
know that as more good people become financially savvy, more good can be done
No, if you...
-
have deep financial trauma, I would recommend a Financial Therapist instead
-
aren’t ready to take action
-
don’t believe in “money mindset”
-
love Dave Ramsey’s methods
-
are looking for advice on how to live a frugal life (no coupon clipping here)
Hiya! Melissa here
Honesty moment...
Seventeen years ago, I was buried in debt and crying about money… A LOT.
It had a grip on me, and I was drowning.
That's the old me.
Personal finance cred… I reversed my financial meltdown, read every book and listened to every podcast on the matter, and earned my Accredited Financial Counselor® designation.
Business finance cred… I’ve done my own business’s books since 2008. I’ve used every spreadsheet variation known to woman. I’ve worked as a QuickBooks consultant and have personally used Wave for the past three years.
​
Turns out, wading through my own financial shit was just the beginning. Now I get to help you skip to the fun part (I mean… with a little elbow grease).
FAQ
How long would we work together?
We’ll start with 6 months. Then, I have options to continue month-to-month or quarterly if we’re both loving it!
Spreadsheets/apps included in the price?
No, any financial system you add is extra.
_edited_edited.jpg)
What if I want to get to know you more first?
Love that. Let's hop on a 15-min chemistry call here.
Refund Policy?
Every entrepreneur deserves peace of mind. If, after the first session, you decide it won’t work for you, you will not be required to continue on.
You didn't build this business to stay in the land of financial WTF.
You picked this timeline, so let’s figure out how your money can further your soul’s purpose.
$20,000
pay-in-full
$3,333/month
for six months
OR
PIF Bonus: I'll connect directly with the other financial professionals in your life (bookkeeper, accountant, financial planner) as needed to ensure everything runs smoothly and everyone's on the same page.