Going Solo Roadmap™ Program
Your Complete Financial Exit Strategy for Quitting & Going Solo As a Coach or Consultant. Built Together.
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™ Program is.
We Don’t Just Talk. We Build.
Much of the help out there comes as a report you review, a spreadsheet you fill out, or a framework you apply.
This is a different format
Every session of the Going Solo Roadmap™ Program is a 1:1 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.
You May Be Asking Yourself, “What About My Financial Advisor?”
Many advisors are great at their jobs. They focus on your investments, your retirement accounts, and the long game.
That’s their lane, and they’re good at it. And it’s needed.
If you think of this like a medical practice, your advisor is a general practitioner.
I’m the specialist, the one you see for this one specific transition: leaving corporate, going solo.
I handle the part most advisors don’t handle:
➡ How to decide your average monthly spending (And the blind spots most miss)
➡ How to think through transitioning benefits (Hint: it’s a lot more than healthcare)
➡ Strategies for planning your first-year business money plan as a solo coach or consultant (I’ve been paid for both)
➡ Figuring out how to price your services- hourly, project, program (and learn from the mistakes I’ve made in each)
I build the plan. When it’s time to roll over an account, buy coverage, or invest, I send you back to your advisor.
I partner with them. You get the best of both.
The Going Solo Roadmap™ Program
You are ready to build the complete plan. We start from the very beginning — your financial picture, your gaps, and your full exit strategy.
The program averages about 4 months, but it’s paced around your quit date and your life, so it can run shorter or longer. The work and the investment stay the same.
Built on my proprietary R.E.A.D.Y.+™ Diagnostic — the same framework used with every client, live, session by session.
Your 1:1 Going Solo Roadmap™ Program
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.
Between sessions — up to 4 Unstuck Sessions for quick answers, a pep talk, or the question that's keeping you up at 3 am.
You're never doing this alone.
Investment in Future You: 2,000 for the entire Going Solo Roadmap™ Program (Payment Plan Options Available)
Why This Plan Holds When Life Doesn't
I didn't build 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 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.
They did not touch our plan — because the plan had already accounted for the reality that life doesn't pause just because you decided to go solo.
That's 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 of exit plan that holds- even when life doesn’t. 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 financial 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.
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.
Have Questions? Let’s Talk!
The Going Solo Roadmap™ Program 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 the right next step for you.
And exactly what it takes to get your quit date on the calendar — while keeping your financial stability 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.
The Going Solo Roadmap™ is built for this exact moment — before you've set a quit date, before you've priced anything, before you've said a word to your boss.
Across 4 core sessions, we get your complete financial picture in one place, then build everything on top of it: what your benefits actually cost to replace, what your first year in business really costs, and what you need to charge on day one.
You'll also have up to 4 bundle-able 15-minute Unstuck sessions to use whenever you hit a wall between sessions.
Every session builds on the R.E.A.D.Y.+™ Diagnostic, until you leave with your complete exit strategy — not a guess, a plan.
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Great question — and here's the honest answer from someone who spent 20 years as one.
You don't need to choose. I work collaboratively with your advisor, not instead of them.
Most financial advisors are focused on your investments and retirement accounts.That's their lane, and they're good at it.
But they're not sitting with you across 4 sessions building your benefits transition plan, pricing your first year of self-employment, or stress-testing your exit against real numbers instead of hopeful ones.
The Going Solo Roadmap™ fills the space between what your advisor does and what going solo actually requires.Your advisor is protecting your long-term wealth.
I'm building the bridge that gets you there — with a plan for what you live on in year one, not just what you retire on in year twenty.
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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."