From “Can I REALLY Afford To Do This?” to “I got this!”
A Finanical Exit Strategy For Women Navigating Major Life Transitions
Turn your 3:00 AM “Can I REALLY financially do this?” Worry To “I Got This!”
I remember the feeling.
You’ve reached the point where "business as usual" is no longer an option. Whether you are preparing to hand in your badge to finally launch your own business or you’re facing a major life pivot that changes everything, you’ve hit the threshold.
You have the vision, the LLC, and the dream—but as the "quit date" begins to feel real, the excitement is being swallowed by one very loud question:
"Can I REALLY Afford To Do This”?
You aren't looking for a 50-page financial "plan" that will sit in a drawer. You are overwhelmed by conflicting advice and tired of being treated like a set of numbers on a spreadsheet.
You want to be seen. You need someone to acknowledge that you aren't just moving money; you are moving your entire life. You’re terrified that one wrong move won't just cost you your savings—it will cost you your confidence and the security you’ve spent 20 years building.
Frankly, I stayed in corporate longer than I’m proud to admit because of those exact same fears.
But there is a massive difference between a Reckless Leap and a Calculated Risk.
Whether you are preparing for a career exit, navigating a major life pivot, or you’ve already jumped and realized the parachute has holes—you don’t need a guarantee (mainly because there isn’t one).
You need a strategy that honors you. You need a plan built around who you are and what your dreams are—where the finances simply exist to support the vision, not the other way around.
R.E.A.D.Y.+™ Your Finanical Exit Strategy To Your “Next”
Standard financial advice is built for traditional goals, but it’s not built for the 'messy middle' of a major life pivot - Like building a business with little income, so I created R.E.A.D.Y.+™ Financial Exit Strategy.
It addresses your vision, so you’re building a strategy that supports your future rather than sabotaging it.
R - Refine Your Direction: Define the life you actually want; then determine the vocation (business or career) that aligns with your vision.
E - Evaluate Financial Reality: Take a snapshot of your numbers. Identify the "cracks" before they become craters during your transition..
A - Assess Available Resources: Review available resources- like benefits & local programs to build your transition strategy.
D - Determine Transition Costs: Calculate the true cost of your transition, like your first year’s costs to transition to self-employment.
Y - Your Transition Strategy: Move from dream to reality by building your unique financial strategy for your “next.”
(+) -The Mindset Shift: Identify the limiting beliefs (like Imposter Syndrome) that are sabotaging transition goals
Who The Strategy Session Is For: The Woman Ready To Secure Her “Next”
✅You are ready to move on BUT, but the last thing you want is to make a financial mistake you’ll regret in the future.
✅ The "Bright Shiny Object" Sufferer: You have 1,000 ideas, but no idea what’s the best path forward for you.
✅ The "Sudden Exit" Shocker: Layoff, burnout, or life forced your hand into a transition. You're overwhelmed, not sure where to start.
✅ The "Am I Crazy?" Second Guesser: You have a plan, but you’re terrified you missed something huge.
✅ The "Course Corrector": You already transitioned, but worried you're burning through savings faster than you thought.
🚫 Who The Strategy Session Is NOT For
We want to make sure the Strategy Session is the best use of your valuable time and investment.
❌ The Undecided Explorer: You’re not sure if you even want to transition.
❌ The Avoidant Planner: You aren't willing to open your bank login and look at the real numbers.
❌ The "Magic Wand" Seeker: You want a "get rich quick" scheme or want to avoid doing the hard work that’s needed for change.
How the Strategy Session works:
Stop worrying that you need to have your numbers perfect before you book. I am not here to judge your latte spending. I am here to help you plan your exit (or your recovery). We spend 60 minutes focused on high-level strategy, not digging through receipt shoeboxes.
Here is exactly what we do in the hour:
The Map: Define the life you actually want & figure out the best vocational vehicle to support it (employment or self-employment). (Result: No more spinning on “what if.”)
The Math: A High-Level Financial Snapshot with enough “math” to spot & address the cracks in your finances that can derail your goals. (Result: You see the hurdles before you hit them.)
The Method: An outline of the “Map” & “Math” in an Action Plan with steps to address obstacles to your goals. (Result: You sleep better knowing exactly your next steps- no more overwhelm, analysis paralysis, and constant second-guessing.)
So, Book Your Strategy Session today.
Stop fearing that you’ll have to beg for your old job back. Stop using AI as your financial planner. (AI is only as good as your questions. It’s not about what you know; it’s about what you don’t know to ask).
Imagine quitting (or running) your business knowing—not just hoping—you can financially do this.
You might be wondering: "Can we really do this in just 60 minutes?"
The #1 thing I hear from clients at the 59-minute mark is:
"I cannot believe we got this much done inside of an hour."
Here is why: We don't spend a single minute on "theory", generic advice, and unnecessary spreadsheets (for now). I have already stripped away the noise that distracts from strategy. We spend 60 minutes applying a proven framework specifically to your life and numbers.
Your Investment: $250 (Cheaper than a financial mistake. Faster than figuring it out alone.)
This session provides general financial guidance and is not intended to replace professional financial, legal, tax, insurance, or investment advice. It's essential to consult with qualified professionals for specific recommendations tailored to your situation.)UNot sure if the Strategy Session is right for you?
You want to make sure I’m the right person to trust with your exit. I get it.
If you have specific questions about the process or need to confirm this is the right step for your situation, let’s hop on a brief Clarity Call.
Here's what we’ll cover:
The Roadblock: You tell me the fears keeping you stuck.
Your Solution Options: You’ll learn about me and how I help others who are exiting corporate life become self-employed.
The Decision: We determine whether my services are a fit to help you confidently exit corporate & go solo. If not, I'd be happy to provide a resource to help.
Book your session below!
Your calling is the answer to the prayer of those you’re meant to serve. Your finances shouldn’t be why you’ve put them on hold.
FAQs
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Absolutely not. Your age is your superpower! You have decades of corporate experience, a built-in network, and the kind of wisdom that only comes with time. The biggest fear isn't that you're too old; it's that you'll regret not doing it sooner. It’s time to lean into that wisdom and make this new chapter the best one yet. description
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You’re not alone! Many women feel like they need a million dollars in the bank to take the leap. The truth is, it’s not about how much you have; it’s about having a realistic, personalized plan for the transition. We’ll show you how to build a financial bridge that supports you, whether you’re taking a strategic bunny hop or a big jump.
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Listen, I get it. Math isn’t everyone’s love language, and that’s perfectly okay. My job is to translate confusing numbers into a clear, confident path to self-employment. We'll ditch the jargon and focus on the numbers that actually matter, so you can stop stressing and start building your business.
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Great question! While I am a certified financial professional, I go far beyond traditional financial coaching. This is the secret sauce.
My expertise as a Certified Financial Planner (CFP®) and in Values-Based Life Planning, along with my deep knowledge in benefits, taxes, business financials, and other areas crucial to a successful corporate exit, allows me to go deeper in my guidance than most.
I've also had the privilege of helping a variety of people build their own job exit strategies, which has given me a unique expertise in this area. I'll help you build the financial, emotional, and mental bridge to a confident transition to self-employment.
We'll work on everything from helping you gain clarity on the life you want your business to support to strategically transitioning your corporate benefits to building a business for profitability, not poverty.
Our goal is to grow your business, without sacrificing the financial security you’ve worked so hard to build. -
Whether you are escaping the Boardroom, the Hospital System, or the University—if you are working for a large structure and want to take your expertise solo, the financial exit strategy is the same.
We help you fire your boss, no matter what title is on your badge."
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It can feel like a financial alphabet soup out there. Here’s the simple breakdown:
A Financial Therapist is like a detective, helping you go back to the past to heal old wounds that impact your money today.
A Financial Advisor is like a master builder, focused on investing and helping you construct and preserve wealth for the future.
A Financial Coach is your personal financial GPS. I look at where you are right now and help you use your money as a tool to build the life you want, both today and in the future.
And here’s the secret sauce: as a CFP® & AFC® professional, I uniquely blend all three. I'll help you heal from past money traumas, build a financial plan for the future, and coach you on the present behaviors that are keeping you stuck. My goal is to get you from confused to confident so you can build a life you love.
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We get this question all the time! Our services provide the financial guidance and education you need to make your own informed decisions. We don't offer specific investment, insurance, tax, or legal advice.
Think of it like this: we’re teaching people how to fish (coaching), not giving people a fish (advice).
The ultimate goal is for you to confidently make financial decisions on your own, so you can continue building a life you love without us.
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Yes... and no.
The internet is full of generic information, but it can't do the most important work for you. It can’t curate it for your unique situation, filter out what's outdated, or provide the right information in the right order.
It also can't do the things that truly matter:
Help you navigate the emotional roller coaster of the transition, which can self-sabotage your success.
Catch limiting beliefs that are in your questions and tone of voice.
Discern when seemingly good advice on the internet is actually bad advice for your specific needs.
Ultimately, a website can give you information, but a human guide gives you the wisdom and accountability to get it done.
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This is the most common thought that keeps women from starting! It's like saying you need to be in perfect shape before you can go to the gym.
The truth is, you don’t need to get your finances in order to start; you get your finances in order by starting. We're here to help you get unstuck, not to judge where you are right now.
My services are designed to meet you exactly where you are and give you a clear, personalized action plan to get your financial house in order. We'll start with the messy parts and work together to turn them into a clear, confident path to your new life. description