This is the deep-dive, walk-me-through-it workshop that people with small businesses have been hoping for. Over eight weeks, we will meet weekly seven times in a live, participatory small group to workshop + work on your finances, following a specific roadmap:
- imagine personal financial goals and needs – and understand the gaps
- business revenue modeling – what comes in, what you do to earn it, how to change this and forecast
- business expenses planning and management – retirement, reserves, receipts, paying for your time off
- business systems – type of business, accounts, retirement, payroll, accounting…
- longer-term achieving personal goals – set them, map them, imagine how achieve them
- personal finance systems – automatic transfers, accounts, making a plan and reviewing it
- all the vision rolled into one big plan with experiments to keep you on track
SIGN UP HERE: 90 minutes Mondays at 5p ET / 2p PT $800 if you sign up by 8/15, $895 8/16 and after – you’ll put down a $150 deposit to sign up, then the rest is due between Sept 1 – Sept 10.
SMALL BUSINESS + BIG LIFE = CREATING SUCCESS SYSTEMS
The goals of this workshop are for you to:
- Get your business and personal finances working together for your future
- Finally understand where your money comes from, lives, and goes out to.
- Deep dive into what you want your money to do for you and how to make that happen.
- Come out with a strategic financial roadmap for you and your money!
WORKSHOP? When I say workshop, I mean you’ll learn AND practice. Take in information and try it out. I teach participatory sessions – come ready to dive in and leave with exercises to try over the week.
This workshop is for:
- If you work for yourself and are making money but it feels confusing or messy, especially how the business fits into your personal finances... this is for YOU!
- People who work for themselves and are making at least $45k+
- People with income from multiple sources
- People who aren’t quite sure where the money is coming from or where it all goes
If you want to:
- Get your business to a place that you are confident is supportive financially for you
- Have an easier time preparing to do taxes each year
- Understand your pathway to saving money and making better choices with spending
This workshop will guide you to:
- Map your business and personal income sources
- A tactical vision based in values and goals for how you’ll spend your money
- A plan and system for how to save for taxes and business expenses
- A long-term strategic plan for your money
- Your own informed choices about creating accounts for retirement and non-retirement investing
The format:
- Prep work to snapshot your business
- One 90-minute workshop kickoff – make a meaningful vision and
- Six 90-minute workshop/teaching sessions followed immediately by an open coaching sessions, every Tuesday for 6 more weeks
- 1x weekly emailed exercises
- A digital workbook
When Sept 9 – Oct 28, 2024 – 90 minute workshops Mondays at 5p ET / 2p PT – with a break/integration week 10/7
The cost: $$800 if you sign up by 8/15, $895 8/16 and after – you’ll put down a $150 deposit to sign up, then the rest is due between Sept 1 – Sept 10.
Note there is a minimum of 6 participants to run this workshop, and a maximum of 12 people. If minimums are not met you will get a refund of your deposit.