Download Your Free Finacial Planning Kit

The Free Financial Planning Kit walks you through a simple 7-step process to organize your goals, map out your strategy, and create realistic money projections. You'll get easy-to-use templates for cash flow, KPIs, and accountability—no fancy software needed. Whether you're just starting or leveling up, this kit helps you plan with clarity and confidence.

You’ve Built The Business.

Now Let’s Build The Plan To Match

This free 7-Step Financial Planning Kit was made with you in mind—the woman balancing clients, kids, community, and a calendar that somehow fills itself. You’re no stranger to hard work, and when it comes to your finances, you’re ready for clarity, confidence, and a little more breathing room.

Inside, you’ll find simple, thoughtful steps to help you take control of your money, plan for the future, and align your finances with the life you’re intentionally creating.

Because doing money better isn’t about doing more—it’s about doing it smarter.

What to Expect In Your Kit

Clarity on Your Financial Goals
Define your short- and long-term money goals using proven SMART goal templates tailored for entrepreneurs, side hustlers, and growing businesses.

  1. Step-by-Step Strategy Development
    Map out action-based strategies to meet each financial goal, complete with timelines, resources, and real-world application prompts.

  2. Professional-Grade Financial Projections
    Use simplified templates to forecast revenue, expenses, cash flow, and profit margins—so you can plan like a CFO without the overwhelm.

  3. Easy-to-Track KPIs
    Learn which key performance indicators (KPIs) matter most, and how to use them to monitor the financial health of your business or household.

  4. Built-In Accountability Tools
    Establish a review system, identify accountability partners, and create a rhythm of financial check-ins to keep your plan active and on track.

Who Is This For?

This Financial Planning Kit is for women who are ready to Do Money Better™—on their terms.

It’s for the woman who is done winging it and is ready to lead her life, business, or side hustle with clarity, strategy, and power.