Going Solo Roadmap™
Your Complete Financial Exit Strategy. Built Together.
Exit Bold, Not Broke.™
You have been "planning to quit" long enough that you have a whole folder of saved articles about it.
You know you want out. You might even have a number in your head.
But every time you sit down to actually build the plan, you end up with 14 browser tabs and the same question you started with:
"Can I actually do this without destroying the financial stability I've spent 20 years building?"
That question has an answer. And it is not hiding in a spreadsheet you downloaded and never opened.
It is going to appear when you sit down with someone who has done this before — your real numbers on the screen, in real time — and builds the plan WITH you.
That is exactly what the Going Solo Roadmap™ is.
This Is Not A Consultation. This Is A Build.
Most financial professionals do one of three things.
✅ They analyze your finances and email you a report.
✅ They teach you concepts and send you home with homework.
✅ Or they hand you a framework and wish you luck.
I do none of those things.
Every session of the Going Solo Roadmap™ is a live working session. We are not talking about your exit strategy.
We are building it — live, together, with your actual numbers on the screen. Your only homework is gathering the data.
I review everything before we meet. The session is where the strategy gets built.
You never sit alone with the hard part.
The Going Solo Roadmap™
You are ready to build the complete plan. We start from the very beginning — your financial picture, your gaps, and your full exit strategy. All four sessions. All in.
Built on my proprietary R.E.A.D.Y.+™ Diagnostic — the same framework used with every client, live, session by session.
What we build your exit strategy together across 4 1- hour Live Work Sessions:
Session 1 — Financial Wake-Up Call™
Monarch Money open, cleaned up & redesigned for easy review. Your full financial picture, visible for the first time. Exit goals set—biggest gap named. You leave with your Know Your Numbers Report™-no more guessing.
Session 2 — Leave Job Like a Boss
Real COBRA numbers. Real ACA options. But we don't stop at what it costs—we design your solo benefits stack. You leave knowing exactly what replaces what.
Session 3 — 1st Year Business Money Map & P.R.I.C.E For Profitability
First-year costs mapped. Pricing built around what the work actually costs to deliver. Know what makes sense to buy and what can wait; price with confidence.
Session 4 — Your Going Solo Roadmap™- Finalized
Everything assembled. Quit date on the calendar—your complete financial exit strategy — Exit Bold, Not Broke.
Plus, throughout your 4 sessions together: up to 4 15-minute Unstuck sessions for quick answers, a pep talk, or when you feel stuck.
Investment in Future You: $1,000 (Payment Plan Options Available)- price increase 10/1/2026
Why This Plan Holds When Life Doesn't
I did not create this program from theory.
I built it after my own exit — the one where I spent two years planning every detail, then watched the universe test every single piece of it within the first year of being self-employed.
A pipe burst in our kitchen. My husband and I both had unexpected surgeries. Our car gave up on us.
Not one of those things became a crisis. They were annoying. They were inconvenient.
But they did not touch our plan — because the plan had already accounted for the reality that life does not pause because you decided to go solo.
That is the difference between a financial exit strategy and a financial wish list. One holds when things go sideways. The other falls apart the moment they do.
I build the kind that holds. And I build it with you — not for you.
What You Walk Away With
I find that many women leave our final session and say something like, "I cannot believe we actually built that."
✅ Your Know Your Numbers Report™ — your starting picture, named and real
✅ Your Solo Benefits Stack — not just what it costs, but what replaces it, chosen with you
✅ A First-Year Solo Cost Breakdown — the real number, not the hopeful one
✅ Your P.R.I.C.E. for Profitability Framework — how to price with real numbers, from this point forward
✅ Your Going Solo Roadmap™ — everything above, assembled into one finalized plan. Every i dotted. Every t crossed. Built live, together — not a PDF you have to decode alone.
✅ A quit date you're actually confident in — not just the date in your head, but one with a real financial plan behind it.
You leave a Confident Quitter.
Every month you wait to build your exit strategy is a month you could have been building it with a paycheck as your safety net. The plan does not get easier to build when the urgency gets louder.
This Is For You If:
✅ You are ready to stop researching and start building — with someone beside you who has done this before
✅ You have a quit date in your head but zero financial strategy behind it
✅ You have been "planning to plan" for so long your friends have stopped asking about it
✅ You are terrified of building your exit on a guess and finding out too late what you missed
This Is Not For You If:
❌ You're not ready for the full plan yet, or just want a taste of how this works first. Start with the Financial Wake-Up Call
❌ You are looking for someone to hand you a plan and disappear. We’re building your plan in live working sessions-together.
❌ You don't know what your solo business will be yet. This builds the plan around a direction you have — not the direction itself.
❌ You aren’t comfortable sharing your complete financial picture. Your doctor cannot treat what she cannot see, and neither can I.
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.Let’s Talk
The Going Solo Roadmap™ starts with a conversation — not a credit card.
Book a free 20-minute consult.
We'll figure out where you are in your exit journey.
Whether this is your right next step.
And exactly what it takes to get your quit date on the calendar — with your finances intact.
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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Monarch Money is a secure financial dashboard that connects all your accounts in one place — banking, credit cards, investments, retirement accounts, all of it.
Think of it as the financial command center you never knew you needed.
You do not pay for it upfront. I cover your first month as part of this session. If you love it and want to keep using it after our work together — and I find that most people do — it is a paid subscription.
But that decision is completely yours and has nothing to do with our call. -
Let me be straight with you because you deserve a precise answer.
Through Monarch Money's Professionals Program I have what they call full collaborative access — meaning I see your complete financial picture with the same view you have in your own account.
What I can do: Organize your accounts, rename categories, set up goals and clean up transactions. The actual housekeeping work.
What I cannot do: Move your money, initiate transfers or make any financial transactions. Monarch Money is a financial dashboard — not a bank. There is no mechanism for me or anyone else to touch your actual money through this platform.
You are always in control: You can revoke my access at any time in your Monarch Money settings under Members.
Still have questions? Bring them to our call, and I will walk you through exactly what I can see and do before we touch a single thing.
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Then you are exactly who this call is for.
I have sat across from executives, business owners and women who manage entire corporate departments who whispered their account balances to me like a confession. I have seen it all. Truly.
This is not a judgment session. We are not here to grade your past decisions.
We are here to organize what you have right now so you can finally see it clearly and move forward.The only thing that would embarrass me is if you left without a plan.
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Absolutely. Your only homework before our session is connecting your accounts in Monarch Money.
I send you a link and walk you through exactly what to do. It takes about 15 minutes and if you can log into your bank online you can do this.And if you get stuck? Just reach out before our session. I will help you get it sorted before we meet. description
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No. This is a complete, standalone engagement. You book it, we build your entire exit strategy together, and you leave with your finalized Going Solo Roadmap™. Full stop. No upsell, no funnel to something else — this is the whole plan.
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Yes. This is exactly where you start.
Before we talk about quit dates, business costs, and income replacement, we need to see your complete financial picture — clearly, in one place.
That's Session 1 of the Going Solo Roadmap™. From there, every session builds on what we found, using the R.E.A.D.Y.+™ Diagnostic, until your complete exit strategy is finished.
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Great question — and here's the honest answer from someone who spent 20 years as one.
Most financial advisors are focused on your investments and retirement accounts. That's their lane, and they're good at it.
But they are not sitting with you mapping out what your day-to-day finances actually need to look like before you stop getting a paycheck. They're not finding the gaps in your exit plan, identifying what your benefits are really costing you, or helping you figure out what your first year solo actually costs — before you find out the hard way.
This session fills the space between what your advisor does and what your exit actually requires.
Think of it this way: your advisor is protecting your long-term wealth. I'm making sure you still have a plan to live on while you build it.
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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
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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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Honestly? No. If you wait until you’re 30 days out, you aren’t planning—you’re reacting.
The best time to build your Exit Strategy is 6 to 24 months before you hand in that letter. Why? Because strategy takes time to implement. We need a lead way to optimize your 401k, build your "Gap Life" cash reserve, and handle the "Reality Math" without the pressure of a ticking clock.
Booking now means you stop "guessing" if you can afford to leave and start "knowing" exactly what boxes you need to tick to make your exit inevitable.
Don’t wait until you’re at a breaking point to start building your bridge. description
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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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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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The short answer: I'm the specialist you hire when a general practitioner financial planner isn't built for the high-stakes pivot of a mid-career resignation.
While I am a Certified Financial Planner (CFP®), I solve for the Trifecta of Complexities that hit the moment that direct deposit stops:
1. The Mindset Reality Transitioning from employee to entrepreneur is a psychological shock — not a motivation problem. Having lived this myself, I know how the "Self-Employment Flu" — the panic that creeps in around Month 3 — can send an otherwise brilliant woman straight back to the building she swore she'd never enter again. We plan for that before it happens.
2. Personal Finance & Risk Management Standard financial advice is designed for a 30-year career with a predictable paycheck. Yours is ending on purpose. We restructure your financial picture to survive variable income, protect your savings, and keep your 401(k) exactly where it belongs — in your future, not your operating budget. We move you from Financial Guesswork to Exit Precision.
3. Business Finance & the Self-Employment Tax Reality Most women are blindsided by what self-employment actually costs — especially in year one when the wins start coming in. I make sure the IRS isn't your most expensive surprise. We build your picture so you understand your numbers well enough to make confident decisions — without a spreadsheet degree.
I move you from "Can I really afford to do this?" to "I got this" — and we build your exit for profitability, not poverty.
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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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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."