Financial Strategy Sessions

Money-management support for coaches, creators, and other online business owners.

Through a trauma-informed, queer- and neurodivergent-friendly lens.
(Obviously. Why would you want it any other way?)

Yes Please!

There are lots of places to turn for help with your business finances: a bookkeeper (hi, it me, when I’m wearing my bookkeeper hat!), a CPA, a fractional CFO, or your cousin Cecil who was once self-employed, back during the first Obama administration.

All of them have their place. Of course they do. (Give Cecil my love when you see him next!)

And.

None of them are great places to turn if:

  • you need help with something other than bookkeeping or taxes
  • hiring a fractional CFO would be overkill (and probably out of your budget!)

Not to mention (but of course I’m going to mention it), that approaching anything around money can – and often will! – bring up some sort of emotional reaction. If you have any sort of money trauma, whether it stems from neurodivergence, adverse childhood experiences, simply existing in a Capitalist society, or something else entirely, looking at (and understanding) your numbers can be really hard, and most CPAs/CFOs/bookkeepers aren’t equipped to help you navigate those reactions.

Put those two things together, and people are understandably left without much of a support system when it comes to their business finances.

This service fills that gap.

These sessions provide practical, helpful money management strategies in a shame-free and compassionate environment.

“So wait,” you may be asking yourself. “Are these coaching sessions, or strategy sessions?”

To be sure, these are strategy sessions. Our primary goal will ALWAYS be to help you with your business finances. So get ready to dig into some numbers!

But — and here’s where the “special sauce” comes in — they are strategy sessions with someone (ME!) who understands that money can be emotional and isn’t at all phased if some feelings come up during the session. Someone who won’t judge those feelings and is fully equipped to support you as you ride them out.

(And if nothing comes up, that’s totally fine too!!)

So what, specifically, do we focus on during these strategy/coaching sessions?
Well, whatever you need help with!

That’s the beauty of them - they are customized to meet your exact needs.

To give you an idea of what’s possible, here are some things I've helped clients with:

👉🏻 Evaluating prices to ensure a thriving wage for the client and her team

👉🏻 Implementing a personalized version of Profit First

👉🏻 Transitioning from paying her team and expenses as money came in throughout the month to having an enter month's payroll and expenses ready and waiting at the beginning of the month

👉🏻 Setting up a business budgeting system using YNAB

👉🏻 Creating a system for setting aside (and tracking!) funds for taxes and a future 401(k)

And remember: we do all this while maintaining our humanity, in a space that values consent, connection, and sustainability over hierarchy, scarcity, and extraction.

These strategy/coaching sessions are a good fit for business owners who:

⭐ Run service-based businesses. For example: coaches, graphic designers, copywriters, therapists, VAs and OBMs

⭐ Are in that “messy middle” place, where you’re bringing in pretty consistent revenue but aren't yet ready – and don’t really need to – hire a fractional CFO on retainer.

⭐ Want support with managing a few specific aspects of their business finances

They won’t be a good fit if you:

🙅🏻‍♀️ Are looking for detailed tax projections or planning. (You’re better off working with a CPA for this!)

🙅🏻‍♀️ Need done-for-you bookkeeping help. (If that’s the case, check out these services!)

🙅🏻‍♀️ Need marketing or sales support, not financial strategies. (I can help with “running and understanding the numbers”, but I can’t help you actually sell the course/service/widget.)

What People Are Saying

  • To all business owners who feel overwhelmed and/or confused by their own numbers, I’d definitely recommend working with Stephanie. I felt like I had a teammate in my corner to hold my hand and it was a HUGE relief!

    Alicia Rios

  • "I wanted to have a good idea of what my business needed to bring in every month in order to pay myself the living wage I hoped to. Stephanie will hold all the space for you to have all the big feelings and then gently guide you back to the numbers so you can take action without the burden of shame."

    Megan Dowd

  • Our call helped provide clarity around how different scenarios effect my monthly goals. I feel like I have a roadmap on how to get there and the documents, spreadsheet, and activities that we worked through on the call make it so much clearer!

    Christy Roushy

The Investment:

Single Session: $200 for a 75-minute strategy/coaching session

Deep-Dive Package: $500 for 3.5 hours of support.

For the deep-dive package, you can choose between:

  • A one-time “VIP Day” or

  • A 2-hour deep dive two 45-minute follow-up sessions

Sign Up Now

Sound like just what you need? Here’s what will happen when you click the “Sign Up Now” button:

  1. Schedule, sign, and pay: Schedule your session, agree to terms (informed consent matters!), and pay for your coaching all in one easy process.

  2. Prior to your first session: I’ll send you an intake form that helps you focus on what you want help with and helps me offer the best support possible. (Do you NEED to fill this out ahead of time? No. Will it be helpful? Yes.)

  3. The first session: We’ll establish your goals and dive in, whatever “diving in” looks like to you. It might look like us pouring over spreadsheets 5 minutes into the call, or it might look like us having an in-depth and heartfelt conversation about what you want your life to look like and then slowly, with the utmost care (possibly even in a subsequent session), using that vision to try on different pricing structures for your offerings.

  4. Subsequent sessions (as applicable): We’ll continue working toward your goals and getting you the support you need around your finances.

Not quite sure this is the right thing for you? Feel free to book a free 20-minute session to see if working together would be a good fit. Bring all your questions, along with what topics you’re looking for support around. We’ll chat, we’ll laugh, and I’ll let you know what working together could look like. No pressure, no obligation. And if I’m not the right person to help support you, I’ll let you know, and try my hardest to point you in the direction of someone who might be right up your alley!

A last point of interest:

I’ve purposely kept the time and financial commitment for these sessions on the low end.

This isn’t a 6-month, 4-figure package. Or even $350 - $500 for an hour of a consultant's time.

Why? For three specific reasons

⭐ I want getting help with your finances to feel like an "easy yes". Now, I know I'm not responsible for my client's feelings. AND. I want people purchasing these sessions to feel good, confident, and safe in their investment, not afraid that this will be one more time they've made a "bad" financial decision.

⭐ This number ($200 for a 75-minute call) feels gloriously spacious for me as the service provider. It lives in a beautiful space of "I'm being well compensated for my time and expertise" without inching even one iota towards "I feel pressure to perform and scrabble to make people feel like they 'got their money's worth'".

⭐ Given my current revenue and expenses, I simply don't need the price point to be higher. Just because you CAN charge a higher amount for something, doesn't mean you NEED to.

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F.A.Q.

  • Refunds are not available for financial coaching, so please think carefully before hitting the proverbial “buy now” button. However, with 24-hour notice, you CAN reschedule a session (up to 3 times) if something comes up. If you’re a no-show for a session or cancel/try to reschedule with less than 24 hours' notice, you will lose the session.

  • If you go with the multiple sessions option, the 3 sessions need to be used within 6 months of the initial session.

  • Good question! Yes, I am well equipped to hold space for, and even help you ride the wave of, big emotions. All of you is welcome at the sessions, and none of your feelings will ever be too much. And. I’m not a licensed therapist or mental health counselor. My professional scope is around business finances, not therapy or trauma repair. Financial coaching is in no way a substitute for therapy.

  • I love questions! You can send a message via my contact page, or you can schedule a free 20-minute session so we can chat “in person”.