Financial Wake-Up Call™
In 60 minutes, you'll see your complete financial picture — all of it, in one place — for the first time."
Need more info? Book a Free 20-Min Consult
This Is Where Your Exit Plan Starts
The Financial Wake-Up Call™ is Session 1 of the Going Solo Roadmap™ Program, offered on its own.
It shows you where you stand. It’s the foundation, not the whole exit plan.
Your exit strategy (benefits, first-year costs, pricing, and your quit date) gets built in the Roadmap Program.
Not sure you’re ready for the full plan? Start here. When you’re ready for the Going Solo Roadmap™ Program, what you paid for your Wake-Up Call is credited toward it. Nothing here goes to waste.
Already know you want the full exit plan? Skip this page and book your Free Consult.
Your Money Isn't A Mess. It's Just Never Been In One Place.
You've never had a reason to look at all of it at once — because you've never needed to.
A steady paycheck covers the gaps. Autopilot handles the rest.
Five bank accounts. Four credit cards. Three 401(k)s from jobs you left years ago. A savings account you forgot existed until your bank sent you a very passive-aggressive notification. Investments scattered across platforms you barely remember signing up for.
That's not disorganization. That's just what 20 years of doing everything right, one job at a time, looks like when nobody ever asked you to zoom out.
I find that many of the most capable women I know cannot tell me their complete financial picture on any given Tuesday.
Not because something's wrong. Because nobody's ever needed them to look at all of it at once — until now, when you're about to leave the paycheck that's been quietly holding it all together.
I use a tool called Monarch Money — a secure financial dashboard — to do something I haven't been able to do more efficiently in 30 years of practice.
Get every single account connected, organized, and visible in one place. In one hour. Together.
Here Is What "All Over The Place" Actually Costs You
It is not just the stress. The stress is very real — I see it every day on the faces of brilliant women who run entire departments but cannot tell me what their monthly cash flow looks like.
It is the decisions you make — or do not make — because you cannot see the complete picture.
👀 You avoid opening certain accounts because the number might be bad. (Spoiler: not looking doesn't make it better.)
🤷🏾♀️ You guess at your spending instead of knowing it.
😩 You feel vaguely behind but cannot pinpoint exactly where.
🎯 You have a goal, like going solo as a coach or consultant, but you can’t build a real plan on numbers you’re not sure about.
And here is the thing about visibility problems: they have solutions.
The Financial Wake-Up Call™ Is Just The Beginning.
Most women come to me wanting a plan. Completely valid.
But a plan built on incomplete information is not a plan — it is an educated guess wearing a blazer.
The Wake-Up Call gives us the complete, honest picture first. That picture is foundational to what makes the real exit strategy — the Going Solo Roadmap™ Program — possible to build well, whenever you're ready for it.
This Is The Beginning, Not The Whole Plan
Most people come to me wanting a plan. Completely valid.
But a plan built on incomplete information is an educated guess wearing a blazer.
The Wake-Up Call gives us the complete, honest picture first. That foundation is what makes the real exit strategy, the Going Solo Roadmap™ Program, possible to build well, whenever you’re ready for it.
This Is The Beginning, Not The Whole Plan
Before our session, I send you a link to Monarch Money. Your only homework is to connect your accounts. I go in before we meet and start organizing. Then, in our 60 minutes together, we finish the job.
(Yes, your only homework is clicking a few links. You have enough homework at work.)
Here’s what makes this different from every financial review you’ve ever had: I already know your numbers before we meet. But I don’t present them like a report. We discover them together, live, on screen.
In our hour:
🗂️ We get everything in one place. Every account. Every dollar. Every debt. Organized in a way that makes sense to your brain, not a generic template built for a fictional 32-year-old with no complications.
👀 We look at your real numbers together. Without judgment. Without a lecture. Without a single comment about your latte spending. That is not my assignment.
🎯 We set goals based on what you actually have. Not what you think you have. Not what you wish you had.
🔍 We find the leaks. The forgotten subscriptions. The interest rates quietly eating your progress. The spending pattern you suspected but never confirmed.
Here Are The 5 Numbers You'll Know Before We Close
These aren't arbitrary. These are the foundational numbers any CFP® would want to see before advising someone through a financial transition. Together, they tell a story.
🗂️ #1 Lifestyle: What your life actually costs, last month and the 12-month average.
✈️ #2 Runway: How long your money will actually last, calculated live.
🧳 #3 Baggage: What debt is doing to your options.
💚 #4 Health: What you’re actually worth.
💳 #5 Creditability: Where you stand with credit, and what it means for your exit.
These five numbers have never all been in the same room at the same time. Until this session.
You Walk Away With
✅ A completely organized Monarch Money Financial Dashboard — customized to how YOU need to see your money, not how a textbook thinks you should
✅ Goals set up directly in your account, attached to your actual numbers — not the motivational poster version
✅ A debt payoff strategy built from your real balances and real interest rates
✅ Spending clarity — you will finally know exactly where every dollar is going.
✅ Your Know Your Numbers Report sent to you from me within 24 hours: your 5 numbers, my read on each one, the goals we entered together, and your 3 specific next steps
A Note From Me — And I Need You To Really Hear This
The fog around money is expensive. More expensive than the debt. More expensive than the subscriptions.
Because fog keeps you from looking. And when you can’t look, you can’t plan. And when you can’t plan, you stay exactly where you are. Same job. Same Sunday dread. Same “one day.”
I’ve sat across from executives and directors, women who manage million-dollar budgets, who couldn’t tell me their complete financial picture because nobody had ever helped them look at all of it at once.
This session isn’t about confession. It’s about seeing clearly. What you do with that clarity comes next.
You bring your money. I bring nearly 30 years of real-world CFP® experience, not because the credential is the point, but because when we build that foundation together, you can trust the math.
You can’t plan a future you can’t see. This session lets you see it. The Roadmap helps you plan it.
And you’ve waited long enough.
What This Session Does Not Do
Seeing your numbers clears the fog about where you are. It doesn’t yet clear the fog about where to go.
This session does not build your solo benefits stack, map your first-year costs, set your pricing, or put a quit date on the calendar. Those are built in the Going Solo Roadmap™ Program.
You’ll leave knowing exactly where you stand and what your three next steps are. That’s the honest scope, and I’d rather you know it now.
This Is For You If:
✅ You have been avoiding looking at your money because the overwhelm has its own zip code
✅ You know something is off, but cannot see clearly enough to fix it
✅ You are planning a career transition and need to know exactly what you are working with before you build a single plan
✅ You already have Monarch Money, but are using it the way most people use their gym membership in February
✅You are tired of feeling behind and ready to finally LOOK 👀
This Is Not For You If:
Your doctor can't treat what she can't see. Neither can I.
❌ You want the complete exit strategy, not just the foundation. That’s the Going Solo Roadmap™ Program. Book a Free Consult, and we’ll start there.
❌You’re not ready to open up your complete financial picture: accounts, income, debt, all of it. That’s okay. Come back when you are. I’ll be here.
❌ You want someone to tell you everything is fine without looking. I’m a CFP®, not a hype woman. I can’t help you feel better about numbers I’ve never seen.
🔐 About The Tool We Use — Monarch Money
I don’t use generic budget templates. I use Monarch Money, and I chose it after trying nearly everything else in 30 years. I use it for my own finances.
When my husband, who will tell you himself that his financial picture looked like a junk drawer, connected his accounts and saw everything in one place for the first time? He got it. Immediately.
If it can do that for a man who’d been avoiding his finances for years, imagine what it can do for you in 60 minutes with a CFP® sitting right there.
Your Privacy Is Protected
🔒 Full collaborative access — zero financial transactions. I have the same view of your account that you have. I can organize, categorize, and set up goals. Neither Monarch Money nor I can move, transfer, or touch your actual money. It is a dashboard, not a bank account.
🔒 You stay in control — always. You can revoke my access at any time directly inside your Monarch Money settings under Members.
🔒 Why I need full access: Rename accounts, recategorize transactions, and set up goals. Without it, I am just a spectator — and you are not paying me to watch.
🔒 Bank-level encryption — the same security your bank uses.
🔒 Your login credentials are never visible or stored by me.
Your Session, Your Choice
Don't want to use Monarch Money? No problem. We can screen share your money system of choice, or I can send you a spreadsheet. We work with what you have.
Already have Monarch Money? Even better. We skip setup and go straight to organizing.
Never heard of it? You will receive a setup link after booking. Takes about 15 minutes to connect your accounts. Your first month is free — I cover it.
Still nervous about connecting your accounts? Bring your questions to the session. I will walk you through exactly what I can and cannot see before we start a single thing.
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.)Not sure if the Financial Wake Up Call ™ right for you?
Not Sure If The Financial Wake-Up Call™ Is Right For You?
You want to make sure I’m the right person to trust with your exit. I get it.
If you have questions about the process, or you’re not sure whether to start with the Wake-Up Call or go straight to the Going Solo Roadmap™ Program, let’s hop on a free 20-minute consult.
Here’s what we’ll cover:
• The Roadblock: You tell me what’s keeping you stuck.
• Your Options: You’ll learn about me and how I help corporate women go solo as coaches and consultants.
• The Decision: We figure out together whether the Wake-Up Call or the Roadmap is your right next step, or neither. If it’s neither, I’m happy to point you to a resource that is.
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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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 Going Solo Roadmap. 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's the most important first step.
You cannot build a solid exit plan on a financial picture you cannot see clearly.
Before we talk about quit dates, business costs, or income replacement, we need to know exactly what you're working with right now.
The Financial Wake-Up Call gives you that foundation — and when you're ready for the next step, the Going Solo Roadmap™ is where we build your complete exit strategy using the clarity we created together here.
What you paid for the Wake-Up Call is credited toward it.
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Great question. Here's the honest answer, from someone who spent 20 years as one.
Think of your financial advisor as your general doctor.
They're there for your long-term health — your investments, your retirement accounts, the big picture over decades.
I'm more like a specialist. A cardiologist. A podiatrist. You don't need me for everything.
You need me for this one specific transition: leaving corporate and going solo.
I don't manage your investments. I don't touch your retirement accounts.
That stays exactly where it is, with your advisor.
What I do is the part they're not set up to do. I map out what your day-to-day finances need to look like before the paycheck stops.
I find the gaps in your exit plan. I figure out what your first year solo actually costs.
And often, I work directly alongside your advisor — not instead of them.
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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."