When I first started out in business in the '90s...

"Coaching" wasn't really a thing - so you pretty much had to figure out your money on your own - unless you learned money at home or was fortunate enough to have successful mentors in your local area.

Remember, we didn't have the internet! lol :D

Then when I left my Corporate job at just 26 to work for myself full-time, always surrounded by few who looked like me, I quickly realized, I was really in unchartered waters!

Today, I see that money advice is so plentiful, and there seems to be an app for everything, a coach at every other url, and you would think that would be such a good thing - or not.

This is what I've discovered after 20+ years of helping business owners: The overwhelm is REAL and with so much going on and so many people even apps to turn to, where do you begin?

Do Any Of These

Describe You?

I need to make more money

I need to save more

I need to see snapshots of where my money is going

I need help with money matters for my business

I need to start planning for college or retirement

I need help with all of these

Before you choose...

Please answer the following to help us know what matters most to you.

Check Out These Membership Benefits


Startups Money Membership

(For Startups or Part-Time Entrepreneurs)

You don't need much, but you DEFINITELY need to start thinking and acting like a business owner. This is your baby isn't it???

But you don't need and cant' afford the big consultant bills when you need to know more about

  • filing and making estimated taxes
  • keeping track of business deductions
  • keeping up with paperwork and requirements
  • getting and invoicing clients
  • growing and keeping track of your sales
  • getting contracts reviews
  • setting up your domain
  • building your own website
  • setting up your social media

This membership includes the MONEY membership plus everything above and so much more! Keep in mind, too, it's tax deductible!

This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

Small Business Money Membership

All-In-One Support For Small Business Owners


You've stepped out FULL time, but have a LOT of business and personal money matters on your plate (and probably sitting on the back burner!)

This membership is all about helping you achieve BALANCE, and easing you into working with consultants (let's face it, you can't do it all), but who needs huge consultant bills?

Here you'll have FREE access to the Money and Startup Membership PLUS help with these specialty areas

  • Sales & Marketing Automation
  • Setting Up an Accounting System
  • Building a Website
  • Legal and Filing Trademarks
  • Tax & Retirement Planning
  • And much more!

This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.
Family Money Membership

This is a "family" membership designed to keep "money on everyone's mind" and in the family conversations.

Yes, we're giving you the tools to bring the kids right along with you on the "money journey" because the family that PAYS together STAYS together!

Does any of these describe you?

I need to make more money

I need to save more

I need to see snapshots of where my money is going

I need a plan to pay off my debts

I need to buy a home

I want to start a business or other investment

I need my kids to start learning about money

I need help with all of these!

If you said "yes" to the last one or any of those above, this membership is for you and your family.

Learn more here

Frequently Asked Questions

How does the Membership work?

Memberships provide access to a LIVE/Recorded group training each month (2 trainings for the small business plan) with free chat support in between trainings. The monthly fee is an automatically recurring payment until you cancel. 90-day notice is required for cancellation.

How do I access my membership?

Upon payment for your membership, you'll receive further instructions by email on how to join the fun!

Can I book individual appointments also?

Absolutely! If you find yourself in need of appointment, simply visit the main menu to make your purchase. Be sure and request your appointment coupon, because members receive a 15% discount of appointment rates

Should I purchase appointments instead of a membership?

If you're just starting out in business, you may need more than just appointment - and you may need ongoing support. In that case you may find after an initial money strategy session or program, the membership may be just what you need.

Can I get a refund if I'm unhappy with my purchase?

No problem! Just let us know within 14 days of signing up and you'll receive a full refund and future payments will be cancelled.

After 14 days, 90-day notice is required to cancel all memberships.