Going Solo Roadmap™

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.

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.

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

I know it sounds impossible. I thought the same thing before I tried it.

Here is what makes it work. Because your accounts are already connected before we meet I can go in ahead of time and start organizing.

So when we sit down together we are not starting from scratch — we are finishing the job.

"I cannot believe what we got done in an hour." That is what I hear from almost every client at the 59 minute mark. 

And I believe them because I have seen it happen every single time.

 No. This is a complete standalone session. You book it. We do the work. You leave with an organized financial dashboard and a personalized Money Strategy email. Full stop.

That said — if you are planning a corporate exit and want to take the next step — your $250 applies directly toward the Momentum Program. That is not a pitch. That is just good math.

But there is zero pressure. Some women do the Financial Wakeup Call and that is exactly what they needed. 

Others use it as the foundation for bigger planning. Both are completely valid.

Yes. Actually it is the most important first step.

Here is why. You cannot build a solid exit plan on a financial picture you cannot see clearly.

Before we talk about quit dates, business costs and income replacement — we need to know exactly what you are working with right now.

The Financial Wakeup Call gives us that foundation. And if you are ready to take the next step after that — the Momentum Program is where we build your complete R.E.A.D.Y. Roadmap™ using the clarity we created together here.

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.

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

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.

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

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.

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.

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.

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

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."