Are you overfunding your business
and underfunding your freedom?
In one 90-minute CFO-level session, we look at your business and personal money side by side and answer the questions your banker can't: how much your business actually needs to keep, how money should flow from your business to you, and how the rest starts working toward your freedom number.
Reserve Your Money Map Session
Your business keeps getting fed,
while your future keeps waiting.
You've built something that makes real money, and most of it either goes straight back into the business or sits in a checking account because you're not quite sure where else it should go. Maybe you've wondered whether your bank is really safe with that much cash in it, whether you should be investing, or whether you're quietly leaving growth on the table while you wait to figure it out.
None of that means you've done anything wrong. It usually means nobody has ever sat down with you and looked at your business money and your personal wealth as one picture, and that connection is exactly where your freedom gets built.
What 90 minutes can actually change
A seven-figure business owner came to me with one question: what should she be doing with her cash? She had built real reserves, but she felt uneasy about the banking system and wasn't sure whether she was doing the right things to protect her money or to grow it.
In our 90 minutes together, we looked at safer places for her cash than the stock market, while I was honest that investing still belongs in her longer-term plan, and then we mapped out how to spread her reserves across FDIC-insured, high-yield accounts so everything stays protected and earns more while it waits.
She told me she left feeling much more at ease about what to do with her money, and that she could finally see how staying in cash meant she'd been missing out on returns and quietly losing ground to inflation. Her exact numbers are hers to keep, but here's what a situation like hers can look like on paper.
The same $300,000,
two very different outcomes
Here's a simple illustration using today's rates, so you can see what cash sitting in the wrong place quietly costs you, and why it's worth deciding on purpose where yours lives.
Illustration only, showing interest earned. Standard savings uses the FDIC national average savings rate of 0.37% (September 2026). High-yield uses 4.00%, in line with leading high-yield savings accounts in September 2026. Assumes the rate stays the same and interest compounds annually. Figures are before taxes; interest is taxable, so after-tax results will be lower. Rates change often and are not guaranteed. Inflation figure is the 12-month CPI change through August 2026 from the U.S. Bureau of Labor Statistics.
With inflation at 3.4% over the past year, money earning 0.37% is losing buying power every year it sits there. There's the protection side too, because FDIC insurance covers up to $250,000 per depositor, per insured bank, per ownership category, so $300,000 in a single account at one bank can leave as much as $50,000 of it uninsured.
Your bank can move money around for you, but it won't tell you how much your business should keep, how much should come to you, or how it all fits your freedom number, and that's the conversation we have together.
If you're holding more cash than you'd like to admit and you're not sure it's in the right place, let's look at it together.
Reserve Your Money Map Session, $495Bring the question that matters most,
and we go deep on it together
Here are a few examples of what we can focus on in your session. We choose the one that matters most to you right now and work through it in depth, so you leave with a real answer rather than a quick tour of everything.
One session,
with a full week of support behind it
We sit down together and look at your numbers side by side, business and personal, while I ask the questions that get to what's really going on. You leave with a clear structure for your cash and the next steps to put it in place this week.
For a full week after our session, you can reach me directly with the questions that come up as you open accounts, move money and put your plan into action.
This is for you if this sounds familiar.
You have consistent revenue and cash building up in your accounts, and you're not sure it's in the right place.
You reinvest almost everything and can't remember the last time your business really funded your personal wealth.
You've wondered whether your bank is safe with the amount you're holding, or whether your money should be earning more.
- You are pre-revenue or in early ideation stage
- You need bookkeeping, tax prep or compliance management
- You want specific investment picks or ongoing portfolio management, which is the role of a licensed investment adviser
- You want validation more than honest, supportive financial coaching
Strategic financial leadership, coached, not just delivered.
I'm a fractional CFO and executive financial strategist for women founders scaling to and beyond seven figures. My background includes high-level corporate finance and deep capital markets experience, and I've modeled and managed billions of dollars in capital through multiple economic cycles.
What I bring that most advisors don't is the link between your business and your personal wealth: how what your business earns becomes security, growth and freedom for you. In a Money Map session I don't hand you a report, I sit with you in your numbers and help you decide what to do next.
Give your cash a plan
that includes your future.
One 90-minute CFO-level session, a clear structure for where your money should live, and 7 days of Telegram/email support while you put it in place.
Once you book, I'll reach out to schedule your session and let you know what to have ready, and if your records aren't perfect, that's completely fine, because we'll work with exactly where you are.
If you'd like to keep going with ongoing CFO partnership, I'll walk you through the Prosperity Portal® so you can decide whether it's the right next step for where you're headed. If you join within 3 months of your Money Map session, the $495 you invested in this session is credited toward your Portal investment. There's no pressure either way, and the Money Map stands completely on its own.
Before you book
Can't I just open a high-yield savings account myself?
You absolutely can, and if that's the only thing you need, you should. What most founders are really missing is the decision around it: how much your business actually needs to keep, how much should come to you, and how the rest fits your freedom number. That's the part we work through together, and it's the part a better interest rate can't answer for you.
My bank already offers to manage my cash. Why would I need this?
Your bank can move money around and may even spread it across insured accounts for you, which is genuinely useful. What it won't do is look at your business and your personal finances as one picture, because that isn't its job, and that picture is where your freedom actually gets built.
Is one 90-minute session really worth $495?
If you're holding meaningful cash in a low-interest account, the illustration above shows how quickly that gap can add up, though your own results will depend on your balances and on rates, which change. Beyond the numbers, you leave with a structure for your money and seven days of direct support while you put it in place.
What if I need to reschedule, or the session isn't what I hoped?
You can reschedule with at least 24 hours' notice. And if you leave our session feeling it wasn't worth it, just tell me within 24 hours and I'll refund you in full, with your 7 days of support ending at that point.
What if my books are a mess?
That's completely fine and more common than you'd think. Once you book, I'll let you know what to have ready, and we'll work with exactly where you are.
Will you tell me what to invest in?
No, and that's on purpose. I'll give you an honest look at where investing fits in your bigger plan, but specific investment picks and portfolio management are the role of a licensed investment adviser, and I'm happy to talk through when it might make sense to bring one in.
How is this different from what my accountant or bookkeeper does?
Your bookkeeper records what happened and your accountant keeps you compliant, and both matter. The Money Map is about what happens next: where your cash should live, how it flows to you, and how it builds your personal wealth over time.
Is this just a sales pitch for the Prosperity Portal®?
The Money Map stands completely on its own, and plenty of people will get what they need in one session. If you'd like ongoing CFO partnership afterward, I'll walk you through the Portal, and if you join within 3 months, your $495 is credited toward it.
Ready for your money to start
funding your freedom?
One 90-minute session, a week of support, and a plan for your cash that finally includes you.
Reserve Your Money Map Session, $495 Questions? Reach out here.