1:1 Financial Consulting
for the Solopreneur who loves done-with-you services
I was worried she would judge me and tell me what I should be doing... this was not the case! Melissa came with a non-judgmental, problem-solving mindset that made me feel supported.
~Social Media Manager
All those spreadsheets & apps that claim to “fix” your money issue are tempting, I get it!
But what those spreadsheets & apps don’t know… is YOU.
As service-based solopreneurs, we’re expected to wear all the hats–and that’s exhausting. Then you have to take care of all the finances at home too?!
Not to mention, our society feeds off a scarcity mindset, and we each have our own money stories that play into all of it. Talk about fight, flight, or freeze. 🫠
As someone who is DIYing their books, you get to choose how you approach them.
Since I know you want money to feel easier, let’s skip:
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Trying to force your business & lifestyle into someone’s cookie-cutter system
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Avoiding your money like the plague
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Making random decisions without knowing the financial implications
Feels too daunting?
That’s why you have me. To move forward together.
To set you FREE from the financial spiral of shame.
1:1 done-with-you financial consulting
that focuses on business and/or personal finances
You'll be able to...
✔️ Create stability & security with your money
✔️ Say to yourself, “Wow, I AM good with money!”
✔️ Know where your money is coming & going
✔️ Understand how much money you have to support the causes you love
✔️ Feel financially prepared
Allow me to introduce my process...
Vibe Check
My style is 100% shame-free. We all have a financial history; you will not be judged for yours.
If you’re new here, I highly recommend heading over to my Instagram or booking a free 15-minute chat so you can get a feel for who I am.
And if it’s not clear from internet sleuthing, I’d like to state here & now:
✊ I support disability rights
✊ I support LGBTQIA+ rights
✊ I support BIPOC rights
If any of those statements make you uncomfortable, we’re not the right fit for each other.
Oh, and I’m a bit woo-woo. I’ll talk about money mindset, our birthright to money, the energetics of money… all that good stuff!
Discovery
Oh, good, you’re still here!
Our first interaction will be rooted in discovery.
We’ll talk through your:
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financial goals (big or small, generic or specific–there’s no right or wrong answer here)
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relationship with money
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number one thing you want to accomplish together
This is where how we move forward starts to take shape!
Your Charter
We’ll identify 3-4 desires (goals).
There are MANY different tangents we can go on when it comes to finances. Having your desires/goals in place lets us know what to say yes to and what to put on the back burner for later.
Then, we’ll outline smaller steps to put those goals within reach. Finally, I’ll pop it into a spreadsheet with a checklist so we can stay on track.
Taking Action
During your sessions, we’ll work on implementation together.
You will have a small business financial consultant (that’s me!) by your side… to ask ALL the questions (even the ones that seem silly).
We’ll celebrate your progress & dive into anything that’s holding you up.
Is this for me?
You’re a perfect fit for 1:1 consulting if you…
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are a conscious solopreneur and want to have a greater impact with your money
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crave a relationship with money that will serve you
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want to ditch the guilt/shame you have around money
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just maybe avoid your finances
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are ready to feel calm, confident & comfy with money
It might not be the right fit if you...
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have deep financial trauma, I would recommend a Financial Therapist instead
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aren’t ready to take action
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don’t believe in “money mindset”
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love Dave Ramsey’s methods
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are looking for advice on how to live a frugal life
Hiya! Melissa here
Can I be honest with you?
Seventeen years ago, I was buried in debt and crying about money… A LOT.
It had a grip on me, and I was drowning.
That's the old me.
Personal finance cred… I reversed my financial meltdown, read every book and podcast on the matter, and earned my Accredited Financial Counselor® designation.
Business finance cred… I’ve done my own business’s books since 2008. I’ve used every spreadsheet variation known to woman. I’ve worked as a QuickBooks consultant, and I’ve personally used Wave for the past three years.
FAQ
How long would we work together?
We’ll start with 3 months & see where it takes us. We could do another three or just à la carte sessions as needed.
Spreadsheets/apps included in the price?
No, any tracking system you opt to use is extra.
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Why did you become a Financial Consultant?
So you can have someone by your side while you change how you interact with money!
Refund Policy?
Every entrepreneur deserves peace of mind. If, after the first session, you decide it won’t work for you, you will not be required to continue on.
So… are you ready to treat money like the tool it is and stop hiding under the covers from it?!
Flexible Financial Journey
$399
One strategic session per month with ongoing support to create financial success on your terms.
Perfect for self-driven entrepreneurs who want expert guidance at a slower pace and are willing to take action outside of our time together.
Steady Growth Journey
$599
Blend bi-monthly strategic sessions with ongoing support to create sustainable financial success.
Perfect for entrepreneurs who prefer more guidance while having the space to implement change.
Accelerator Journey
$859
Blend three monthly strategic sessions with ongoing support to fast-track into a new financial you. Access quick wins and rapid implementation.
Perfect for ambitious entrepreneurs ready to make bold moves and seeking comprehensive guidance.