You know your sh*t. You’re not so much looking for long-term coaching to keep you accountable business-wise.
BUT you still need support in the money department.
Your finance strategy (or lack thereof) is slowing your growth… not helping you reach those big, beautiful goals. And you’re exhausted from pretending you’ve got it all covered.
If that sounds familiar, I’ve got you. ⬇️
You might feel like you’re “just checking boxes” or only reviewing your accounts when you’re about to make a major purchase
You’re piecing together spreadsheets and multiple tools that don’t talk to each other, which zaps your creative energy
Maybe you hand everything over to your accountant at year-end, praying no one will notice you're not totally sure what you're doing
You might judge yourself based on the numbers in your account, not the facts on how your money is moving
You’ll understand the exact steps you need to scale and hit your goals in a fun, shame-free way.
Whether it’s overcoming an income plateau or pivoting into a new focus, you’ll have a simple strategy to reach your big business goals.
6 hours dedicated to your financials (virtually or in-person*)
Full financial plan, refined systems, and clear next steps
6 weeks of follow-up support (via Voxer + 2 Zoom calls)
Payment plans available
$10,000
And, yes, we’ll make sure your financial plan provides steps to earn back your investment!
“If we hadn't had that intensive day, my financial panic
would be ten times worse when I see the number.”
“In changing my business structure this year and the way I’m planning for people, my expenses have also changed. My bank account has been in fluctuation with that. If we hadn’t had that intensive day, my financial panic would be ten times worse when I see the number.
[Now], I’m unlearning to judge myself based on the number in the bank account [instead of] the actual data and information I have. What I really appreciated was the way you worked with me to determine what was going to be actionable for me. It's freeing to pay attention to that data.”
— Skylar, Wedding Planner
Consistently earn full-time revenue, but don't have a financial strategy in place for paying themselves, forecasting taxes, growing the business, etc.
Are pivoting to a new industry or offer, or otherwise entering a new stage of life and business
Currently have a CPA or bookkeeper, but want to understand what the numbers actually mean
Want to get better at forecasting financials and anticipating costs
Need clear steps to move forward, but don’t need long-term, hands-on guidance
How the hell does it work?
Prior to the day, we’ll discuss where your business is at and what your goals are (promise, there is minimal pre-work for you, so don’t sweat that part)
1) I’ll develop a fully customized agenda based on your goals
2) From 9am - 3pm, we’ll dig into everything, making sure you understand every single number (either virtually or in-person)
3) By the end of the day, we’ll go through your complete financial plan
4) You’ll get 6 weeks of follow-up support so you can ask questions about things that bubble up afterward
“Finances have always been a murky area for me. From the moment I connected with [Jillian], I felt like I had a partner to guide me through the process.”
“That was extremely comforting because I was really overwhelmed and ashamed. I felt like I was navigating in the dark and there was a lot of fear associated with finances.
It was a sense of relief having someone there to help me. I appreciated how reassuring you were and how you removed the stigma.
My biggest win was the clarity around what I needed to do and what action steps I needed to take. You provide the tools and resources to help me be empowered and to have control over things, while also accepting the reality that I don’t have to do everything [myself].”
— Jillian K, Creative Consultant and Designer
How much is an Intensive?
Do I have to do a lot of prep work?
Is there follow-up support?
Can we do an intensive in person if I'm not based in Atlanta?
Who are intensives good for?
How do I know if Coaching or an Intensive is better for me?
Will you do my accounting or bookkeeping?
My finances are all over the place…is that okay?
What if I hate talking about money?
Can we do an intensive in person if I'm not based in Atlanta?
Yes! I love hosting clients in Atlanta, or I can travel to your city. Travel and lodging expenses are not included, but they can be added for a fee. Schedule a discovery call to learn more.
Who are intensives good for?
How do I know if Coaching or an Intensive is better for me?
When you book a discovery call, I’ll help you figure out which is best for you.
Typically, Coaching is for business owners who aren’t full-time yet and would benefit from ongoing support to implement things. Full Day Intensives are for well-established business owners who are making a change/pivot or trying to reach a new goal.
Will you do my accounting or bookkeeping?
Accounting and bookkeeping aren’t part of my coaching services. That said, I take on a limited number of Accounting and Monthly CFO clients each year. Get on the waitlist to be the first to know when availability opens!
What if I hate talking about money?
Then you sound like many of the creatives I support! I know money can be freaky. My ultimate goal is to guide you through it so you feel comfortable, informed, and in control. We’ll work on getting comfy with your numbers so you can make more of a profit with your creativity.
FAQs
Is an Intensive right for you?