2025: Plan to Profit

Become the financially empowered, confident, and forward-thinking CEO you were destined for.

Your high ticket offers are flying off the shelves like hot cakes,
so why doesn’t your checking account reflect that?

You’re focused on bringing in as many leads as possible and having Stripe notifications sing to you… BRAVO, $10K+ MONTHS SUIT YOU.

→ But, if you don’t have a plan for your income, no amount of scaling will leave you with a hefty sum in your bank account.

Maybe you’re…

  • Racking in those $5K, $10K or $20K months, but still struggling to make ends meet.

  • Dreaming of hitting audacious savings goals, but have no idea how to get there. 

  • Determined to make some big business investments next year… but are they really in your budget? You have no idea.

  • Overwhelmed by your finances and numbers and would rather someone else deal with them.

Let’s drop the shame about not knowing your numbers – a life of being in the know and financial freedom is just one intensive away

It IS possible for you to have…

  • Confidence hitting PAY-IN-FULL on your next business coach, knowing full well you can make it work.

  • A go-to plan that shows you exactly where to invest your money for big, lasting profits and to keep your business thriving and you LIVING.

  • A CEO salary. Yep, it’s time you pay yourself a regular (and exciting) wage so you feel financially secure and can still make crazy last-minute decisions like taking the kids to Disneyland.

  • The tools that simplify your numbers so you can sit down with your accountant and have a conversation that actually makes sense (even if math isn’t your thing.)

Don't let your financial strategy take a back seat for another year.

PLAN TO PROFIT

After this one day intensive, you’ll walk away with a 12-month budget and custom financial plan that optimizes profitability, reduces risk, boosts confidence, and identifies areas for long-term financial stability.

In 2025, here’s what you’ve got to look forward to:

  • A tailor-made financial strategy that never feels restrictive.

  • Accelerated growth that keeps bumping up your bottom dollar. 

  • Paying yourself a C-suite wage, signaling just how far you’ve come.

  • Sleeping soundly at night because there are no more financial fires.

  • Confidence about what “the numbers” really mean.

  • Easily making big financial decisions and what were once scary investments.

  • Less stress and adíos to the hustle.

  • More time. More money. More living.

What my clients are saying…

  • "I feel empowered, relieved, confident, and encouraged! It's an incredible relief to see everything on paper and understand the percentages or expenses and revenue so I can make informed decisions. There are a lot of moving parts in starting a business and this has given me the understanding of what to aim for and a plan for cash flow so I can create a healthy business!"

    -Amber

  • "Kristen's organization, expertise and knowledge go unmatched. Her insight and guidance help me see my business finances in a different light; therefore, I'm able to tweak, predict and plan as needed!"

    - Carrie

Plan to Profit is a 2025 financial plan for YOUR business
—and we’re building it together.

As you’re scaling up, now is the time to get serious about creating (and keeping) maximum profits and generational wealth.

This is not a course, and it’s not a template…

When you sign up for Plan to Profit you get:

  • A kickoff call to gather all of the data we’ll need to build your customized plan

  • A 90-minute 1:1 session with Kristen, your honorary CFO for the day

  • An in-depth step-by-step guide to help you stick to your business budget during the year

  • A customized 2025 Budget Report and templates to use for your financial tracking

  • 2 weeks of support after our call so you feel confident going into the new year

Investment: $1800

  • “I no longer have to worry if I’m making smart investments in my business, whether it’s for marketing or growing my team, because Kristen will review and make sure it falls in line with our budget. She has given me peace of mind. She has also been able to analyze my income and expenses in ways that I would never be able to do myself. Her reporting is amazing. ”

    -Loren

  • "I avoided my business financials for so long because I dread the numbers. Kristen showed me right away how I needed to switch gears to become more profitable. I wish I would have hired her sooner!”

    -Chelsea

  • "As a CEO (even with a financial background) it is stressful making financial decisions in a vacuum. I truly feel like I have a teammate now as I make big financial decisions. Hiring Kristen is an investment in your business, your confidence, and your stress reduction!”

    -Corinne

You’re the entrepreneur for this if you’re…

→ Over “winging” your finances and are ready to be in control.

→ Excited to confidently make investments and grow your business without guilt, fear, or second-guessing.

→ Craving a life of freedom and doing more of what you love, like creating precious memories with your kids and traveling without financial stress.

→ Ready for a flexible plan to make your money work for you – more profits, without the extra work.

With over 25 years of accounting and finance experience preparing, reviewing, and financial strategy in private equity and corporate finance, I’m here to help you view your business from a financial lens, allowing you to make CONFIDENT decisions as a CEO.

Have additional questions about Plan to Profit…?

  • Once you purchase Plan to Profit, you will fill out an Intake Form and we will schedule your kick off call. Plan to Profit is only available in Q4.

  • We will together build your custom 12 month budget, a Plan to Profit. At the end of the project you will have a full report, measurable goals and metrics, your Plan to Profit templates, and more.

  • Plan to Profit and its resources are designed to benefit you no matter if you’re a party of one or if you have a team of 10+ people and are making over 7 figures. Plan to Profit will meet you exactly where you’re at!

Make your money work for you

  • It’s NOT enough to just talk to your accountant once a year at tax time. They lack the inner understanding of your business and cannot guide your financial decisions as well as you can.

  • You CAN’T keep using the excuse that money is STRESSFUL or you’re not good with numbers. If you do, you’ll forever be spinning your wheels guessing at investments and capped at a profit margin.

  • As the CEO, it’s time you STEP UP and oversee your business to make SMART financial decisions that makes your money work for YOU.

  • The Plan to Profit Intensive is the quickest way you can set up your business and your family for financial abundance and generational wealth.

Create your 2025 Plan to Profit:

  • Kickoff call to gather all of the data we’ll need to build your customized plan

  • 90-minute 1:1 session with Kristen, your honorary CFO for the day

  • An in-depth step-by-step guide to help you stick to your business budget during the year

  • Customized 2025 Budget Report and templates to use for your financial tracking

  • 2 weeks of support after our call so you feel confident going into the new year

Investment: $1800