Create Your Money Plan

4 week program to create a plan for your business, personal finances, and the abundant mindset you'll need to make it all work.

You want to figure out your finances, but you don’t know where to start. It’s easier to procrastinate or avoid your money. That leaves you feeling frustrated – like you’re not doing enough.

 

You have goals for your business and life, but when it comes to planning and saving, you’re stuck. The money sits in your checking account, earning pennies for interest, or it seems to go out just as quickly as it comes in.

 

Not to mention, you’ve picked up some bad habits and made money mistakes. You’re left feeling like you’re behind, and the pressure to be further ahead is weighing on you. You don’t know how to turn it around.

 

You get stressed out, worry your business will fail, fear losing control as your business grows, and feel like you get lost in a business that isn’t what you initially set out to create. The negative energy you’re feeling around money isn’t serving you anymore.

 

You want help but google isn’t turning up anything useful, and it’s not a topic that you bring up over brunch with your friends. You’re left feeling alone with nowhere to turn.

 

You want a safe place to talk about making money without burning out and creating more time and financial freedom for yourself.

 

You wish you could take time off for that vacation you’ve been dreaming about.

You need help in your business and want to invest in coaching, education, or hiring.

You want more time for creative projects and working on your business.

You’re not sure if you’re spending on the right things.

 

You don’t have to let money hold you back anymore.

 

After all, you’re a freedom seeking entrepreneur, and you’ve decided you’re taking charge of your finances. You’re ready to roll up your sleeves and figure it out so that you can have a plan and the peace of mind that it’s all gonna work out.

 

You dream of a clear vision of financial freedom. Things like building a business that makes an impact and brings you joy, having the time and money to do whatever you want, and feeling good about the way you’re spending and saving your money.

 

Imagine having simple systems in place that you manage in 15 minutes a week and healthy habits that will allow you to keep on top of your money so that you can execute on your money plan and reach your goals.

 

You’re finally more intentional and know how you’re money is working for you. You’ve worked hard for your money and you deserve financial security and abundance.

 

You’re that confident woman whose secure, smart, disciplined, abundant, joyful, and in the flow with your money. You’re on a journey to reaching your goals and living a life you love.

 

You love being able to share your wealth and spend with intention. It feels good to take care of yourself and support others with your money. You can finally write those checks to charity.

 

You have a plan to pay off debt, grow your savings, and create financial security. You make smart decisions with your money.

 

Your finances can be easy.

 

Does any of this sound familiar?

-You wonder why you’re the only one who seems to be struggling.

-You feel like you’re behind but you’re not sure how to get where you want to be.

-You’re afraid that looking at the numbers will remind you of all your money mistakes.

-When it comes time to manage your money, you run away and avoid it.

-It’s on the calendar but you ignore it and then have a panic attack when you log in to your bank.

 

Money doesn’t have to be so hard, and you don’t have to do it alone.

 

You have a girlfriend on your side who is here to listen and support you.

 

I’m a money coach who works with freedom-seeking entrepreneurs who are stuck and avoiding their money. I help them create a simple, actionable plan so that they can take charge of their finances and feel smarter about money.

 

I’ll help you…

-Have a clear picture of where you are, where you want to go, and the path to get there.

-Create a personalized plan for your business and personal finances so that you can know exactly what you need to do to reach your goals.

-Have time and space to talk about money in a supportive environment.

-Feel smart and in control of your money–you’re confident you’re managing it the right way.

 

You’re intentional with every dollar.

 

Here’s what you get:

  1. Planning sessions – We’ll meet weekly for 4 weeks over video and we’ll create a plan for your business and personal finances. From our very first meeting, you’ll see the path to reaching your goals.
  2. You’ll have access to a Private Client Folder on Google Drive, where you’ll have everything organized – resources, tools, and your action plan. So that you can access your money plan anytime anywhere.
  3. Plan- You get a big picture AND a step by step plan. We’ll break it down into small, simple action steps so that you can make progress on your finances without feeling overwhelmed.
  4. Email access between calls – you can get all your Q’s answered when they happen.
  5. You’ll receive support to help you focus and prioritize.  You’ll learn the language of numbers and how to interpret them to make smart money decisions.
  6. Accountability – you’ll have support on getting stuff done. No more avoiding!
  7. Expert financial coaching – You’ll work with a CFP pro with 7 years of financial planning experience working with hundreds of clients.
  8. Coaching process – collaborative. We create your plan together, using your goals and unique financial situation, my knowledge and expertise of money, and discussion about different options and their pros and cons so that together, we can create a plan that works for you.
  9. Coaching process – educational. Throughout our work together, you’ll receive education about the financial topics that apply to you, money mindset, and building healthy habits to support your plan.
  10. We work through any money mindset blocks that may be holding you back.

 

Week 1

Week 2

Week 3

Week 4

Create your Money Plan

Personal Finances Money Plan

Business Finances Money Plan

Abundant Money Mindset

 

You can finally create a plan for your money that’s simple, effective, and dare I say…fun!

 

Investment: $999

 

Let’s Get Started

 

Are you interested in working with me? Excellent! Here’s how to get started.

  1. Click here to book a free/no obligation chat. You’ll answer a few questions so we make the most of our time together.
  2. We’ll chat about your money goals and what you’ve tried in the past.
  3. If we’re great then you’ll get all the next steps for working together.

 

Step 1. Click here and apply to be a client.

Step 2. Join Kristy for a 30-minute money chat to see if we’re a great fit.

Step 3. Receive instructions for how to get started working together.

 

Have questions? Email me. hello@onroutefinancial.com