1. Chart Your Course Workshop
Find Your Focus and Get Clear on What Matters Most
Running a business can feel like you’re constantly spinning your wheels—too much to do, not enough time, and no clear direction. The Chart Your Course Workshop helps you take a step back, reconnect with what’s important, and create a plan that works for you.
This workshop clarifies what matters most, sets boundaries, and creates a personalized roadmap to align your business with your life.
What We'll do together:
Clarify your Values: Discover the core principles—like family, creativity, or financial security—that should guide your decisions.
Uncover What’s Draining You: Use simple exercises to see where your time, energy, and money are going and identify changes you need to make.
Create a Seasonal Plan: Develop actionable commitments for the next year based on your values, priorities, and energy.
What it includes:
Values Exercise: Pinpoint what’s important to you and how to align your business with those values.
Life Balance Review: Assess key areas like health, relationships, and finances to see where you need adjustments.
Seasonal Planning: Learn how to plan around natural cycles to protect your energy and create space for self-care and personal milestones.
why it's needed:
Without clarity, it’s easy to feel stuck in hustle mode, constantly busy but never moving forward. This workshop helps you focus your energy on what truly matters, laying the foundation for a business that works for your life—not the other way around.
The outcome:
Confidence: Feel certain about where to focus your time and energy.
Freedom: Let go of what’s draining you and prioritize what moves you forward.
Alignment: Build a business that feels meaningful and reflects your values.
Investment: $699 | Two-Day Intensive
2. Prosperity Planning Course
Build A Profit and Cash Flow Systems That Work for You
If your business feels chaotic and unpredictable, the Prosperity Planning Course is your next step. This program is about bringing order to your business—organizing your time, stabilizing your cash flow, and creating systems that work for your life.
Together, we’ll build a business that’s sustainable, scalable, and aligned with what matters most to you.
What We'll do together:
Create Time Management Systems: Learn how to prioritize tasks and stay focused without feeling overwhelmed.
Simplify Your Finances: Build tools to track income, manage cash flow, and ensure you’re paying yourself first.
Develop a Rhythm: Set up regular check-ins and reviews to keep your business running smoothly and avoid surprises.
What it includes:
Planning Journal: Break down your goals into manageable steps based on your values and energy.
Prosperity Toolkit: Create a sales forecast, budget for profit, payroll projector and plan for consistent cash flow.
Team Alignment Tools: Use structured meetings to align your team, track progress, and tackle challenges.
why it's needed:
A business without systems is exhausting. This program gives you the tools and structure to stay organized, grow sustainably, and feel in control of your business.
The outcome:
Stability: A business that runs smoothly, with consistent cash flow and clear priorities.
Control: Confidence in your ability to manage your time and finances.
Peace of Mind: A sustainable plan that prevents burnout and keeps you focused.
Investment: $999/month | 12-Month Commitment
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Sign up below to be notified when we are open for enrolment! Don't forget to schedule a curiosity call to make sure this is the right course for you.
3. Future-Proof Retirement Blueprint
Plan for the Future Without Sacrificing Today
You’ve worked hard to build your business—but will it support you in the future? The Future-Proof Retirement Blueprint helps you create a long-term financial plan that aligns with your business goals and personal priorities.
We’ll work alongside your financial planner or advisor to craft a retirement strategy that feels achievable and secure. This ensures your business isn’t just thriving today—it’s building a foundation for your financial independence.
What We'll do together:
Assess Your Financial Picture: Organize your financial data: your income, expenses, debts, and savings to see where you stand.
Plan for Growth: Identify your values and retirement goals with your business trajectory to create a five-year plan that works for both.
Stay Flexible: Build a plan that adjusts as life and market conditions change so you’re always prepared.
What it includes:
Personal Income Statement: Your financial information is organized in a way that supports collaboration with your financial planner to assess assets, liabilities, and savings goals.
Growth Plan: Develop a roadmap that ties your business growth to your personal financial goals.
Seasonal Reviews: Check progress regularly to ensure you’re on track and make adjustments as needed.
why it's needed:
Planning for the future can feel overwhelming, but it doesn’t have to be. This blueprint ensures you’re saving enough, investing wisely, and preparing for a secure retirement—without sacrificing what matters to you today.
The outcome:
Confidence: Know you’re saving and planning effectively for your future.
Clarity: See how today’s business decisions impact your long-term financial goals.
Freedom: Feel secure about your financial future while staying focused on the present.
Investment: Monthly fee until the Plan is Complete
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How these Steps Build a
Beyond Ordinary Business
1 - Chart your Course Workshop
Start with clarity and a plan that aligns your business with your values and life.
2 - Prosperity in action group coaching
Build stability and create systems that make your business work for you.
3 - Future-Proof Retirement Blueprint
Secure your financial future with a personalized plan that balances today and tomorrow.
Together, these steps guide you to a Beyond Ordinary Business—a profitable, values-driven business fully aligned with the life you want to live today without sacrificing your financial future.
Ready to Begin?
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