Your Strategic Financial Plan for Self-Employment Freedom
That entrepreneurial spirit that got lit up inside you? Now it's looking at the clock and realizing it's time to go. But worried it's a leap of faith you can't afford? Most people think they have only two options: save a small fortune or risk financial ruin. But there is a third way—a better way:
There is no rule book for financially preparing to quit your job, which is why you're stuck in analysis paralysis.
That third way is a strategic Job Exit Action Plan—the only financial roadmap uniquely designed for the self-employed transition.
I'm here to show you how to get financially prepared by building your personalized plan. We'll tackle your financial roadblocks and build a sturdy financial bridge from where you are today to your God-given calling, so you can make the leap with certainty and peace of mind.
Let’s Chart Your Escape Route
Free Consultation:
Your complimentary 30-minute call explores your vision and the money worries holding you back.
We'll explore how my services can help you get financially prepared, so you walk away with a clear next step toward confident transition
Get Clear On Your Next Best Step
Job Exit Strategy Intensive:
Building Your Path To Freedom
The Job Exit Strategy Intensive is your 60-minute financial review with a CFP® Expert.
We tackle the money worries running rent-free in your head, address costly gaps, and deliver your strategic Job Exit Action Plan—giving you the confidence to finally quit.
Investment: $197
Math not your love language? We make numbers simple and even fun!
Ready to Start Your Journey with Confidence?
Making the leap from corporate life to building your own business is a courageous and exciting endeavor. However, you don’t have to figure out the financial aspects alone. I’m here to provide the expert guidance, straightforward strategies, and unwavering support you need to move forward with clarity and confidence.
The best way to begin is often with a conversation. Let’s explore your dreams of a life of impact and see how we can help you achieve a financially sound and purpose-driven self-employed future.
FAQs
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We find we typically service corporate working women, but we’re here to serve anyone with the desire to become self-employed- all dreams matter to us 😀
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What’s the difference between a financial coach, financial therapist, and financial advisor (planner, consultant)?
Financial Advisor/Planner/Consultant: focused strictly on investing and helping build and preserve wealth. Not always focused on holistically helping someone align their life’s goals with their financial choices. Long-term future-focused.
Financial Therapist-focused mainly on helping you heal from the past traumas impacting your current financial choices. A therapist focuses on the root causes to get you to a place where your financial behaviors are healthy enough for you to make good financial choices. Primarily past focused.
Financial Coach-a financial coach looks at all of your life, not just your finances to help you use finances as a tool to build the life you want. A coach can offer guidance on a variety of financial topics and help you identify past behaviors impacting your ability to reach your goals, but most are focused on how to get you from where you are now to where you want to be. Coaches help you with present goals as well as thinking ahead to future goals.
I am both a Certified Financial Planner (CFP®) and an Accredited Financial Counselor (AFC®), so I can uniquely combine elements of all three into my services. I’m also a Certified Younique Coach, trained to help people design their ideal life. text goes here
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My services provide the financial guidance you need to make informed financial decisions. We offer education on a variety of financial topics, but we do not offer specific investment, insurance, tax, or legal advice.
Oftentimes, once we’ve helped educate someone on a topic, coupled with guidance, that person can confidently make financial decisions.
Think of it like this: we’re teaching people how to fish (coaching) vs. giving people a fish (advice).
Even better, most can take what they’ve learned and continue to make informed financial decisions, without us- which is the ultimate goal.
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Yes and no. Yes, basic generic financial information can be obtained from the internet and AI.
But once you get the information, you need to:
Curate the information specific to your unique situation
Filter it to determine what’s good or bad or just outdated information (law changes, etc)
Discern if you are getting information from only the speaker’s or writer’s personal experience without the context to know if it will work for you vs. someone who is speaking from years of working with others
Know what questions to ask (which is tough when you’re asking questions about a transition you’ve never experienced)
Also not only know the right information, but the the right order (A great example is a question I get often- Should I save or pay off debts- the order you do and how you do it can make or break your goals)
Customize it to match your personality, life stage, and goals.
Be your own accountability partner to keep yourself on track
These are all challenging to do without a human guide to:
Help navigate the emotional rollercoaster of the transition which can self-sabotage your success
Catch and help with limiting beliefs sensed in questions, statements, and tone of voice when asked
Help you align what you're doing with your values.
Discern when seemingly good guidance on the internet, is bad guidance for your unique needs description