admin Why Money Management Is More Than Numbers—It’s About Peace and Presence
Let me be honest—sometimes even as a financial professional, managing my own money feels overwhelming.
For almost 25 years, I’ve been responsible for myself, my kids, and now my aging parents. Some days, the weight of it all feels like too much. I’ve even let tasks like sending invoices pile up until the last minute because everything feels so heavy. Sound familiar?
Money Feels Different When It’s Personal
When I’m helping clients, I approach money with neutrality. It’s easy to guide them with clear strategies because I’m not emotionally tied to their situation.
But when it’s my own finances? The emotions hit differently—joy from the impact I’m creating, fear when money feels tight, and doubt that sneaks in on hard days.
This isn’t just about spreadsheets. It’s about navigating emotions, responsibility, and the weight of building a business and life that aligns with your dreams.
What I’ve Learned Along the Way
Managing money isn’t just about making the numbers work—it’s about creating a sense of stability, opportunity, and freedom. Over the years, I’ve learned that:
💡 Resistance to money often stems from fear, shame, or overwhelm.
💡 Avoidance doesn’t solve problems—it compounds them.
💡 Neutrality and systems create space for calm and clarity.
And most importantly, peace with money isn’t something that “just happens.” It’s something you create.
Here’s How I’m Planning for 2025
For My Business:
✨ Cover my retirement contributions—even in slower months.
✨ Pay my accountant and save for taxes as non-negotiables.
✨ Stabilize my income to reduce financial stress.
✨ Dedicate one CEO Day per month to review and refine my finances.
For My Personal Finances:
✨ Prioritize repaying credit card debt from my early business days.
✨ Continue weekly money dates to stay aligned with my goals.
How This Translates Into Your Finances
💡 Pay Yourself Consistently: Your owner’s pay isn’t just about sales—it’s about building a process that ensures you’re compensated regularly, even during slower months.
💡 Business Reserves: Think of this as your first line of defense during a slow season or unexpected challenge.
💡 Proactive Tax Planning: No surprises—just peace of mind when it comes to taxes.
💡 Cash Flow Management: Keep track of your expenses, revenues, and profit margins to align your financial resources with your business goals.
💡 Scenario Planning: Imagine running scenarios like adding a team member, investing in a program, or adjusting pricing, and knowing exactly how it affects your bottom line.
💡 Weekly Money Dates: Just like I guide my clients, I review my personal finances weekly to stay on top of payments, expenses, and savings.
Why It’s Harder to Do This for Yourself
Even with decades of financial experience, my personal money decisions come with emotional baggage. It’s like a doctor who can stay neutral with patients but struggles with their own health concerns.
And the truth is, many of us face the same challenge: we’re emotionally tied to our money stories, which makes clarity and action harder to achieve.
What Would It Feel Like to Break Free?
💡 Imagine waking up without the weight of financial stress.
💡 Imagine making confident decisions about your business and life.
💡 Imagine a financial plan that gives you peace of mind and freedom.
This is about more than spreadsheets—it’s about creating a life where your money supports your values, goals, and dreams.
Your Next Step: Create Peace Through a Plan
If this resonates with you, I want you to know you’re not alone. Let’s work together to create a plan that aligns with your vision and gives you the clarity, calm, and presence to fully step into your purpose.
My CEO Day container is designed to help you build wealth while creating a life you love—one that feels aligned, empowered, and free from financial anxiety.
💡 The purpose of this work is to allow you to have a crystal-clear financial snapshot for your business and personal finances, so that you can begin improving your financial state to neutral. Fear is holding you back from reaching your next level, and stress is taking over your life.
This container is much more than building a financial legacy; it’s about alleviating all money anxieties to be present here and now.
What’s Your Plan for 2025?
Do you have a strategy that works well for you, or is there something you’ve been wanting to try but haven’t yet?
This is exactly what a CEO Day with me feels like. It’s not just another strategy session; it’s a sanctuary for your finances. From the moment we start, you’re held in a space of clarity, ease, and empowerment.
We’ll adjust, assess, and review your financial strategy with precision—all in an environment that feels expansive and nourishing.
