Intentional Financial Review
A fillable, digital financial review for you to use every month, quarter, and year for your business. Bring kindness, curiosity, and reflection to looking at your numbers on a regular basis with my gentle and encouraging written guidance for moving through the process. Use this time and again by keeping the original and making a copy each time you use the Intentional Financial Review.
A fillable, digital financial review for you to use every month, quarter, and year for your business. Bring kindness, curiosity, and reflection to looking at your numbers on a regular basis with my gentle and encouraging written guidance for moving through the process. Use this time and again by keeping the original and making a copy each time you use the Intentional Financial Review.
A fillable, digital financial review for you to use every month, quarter, and year for your business. Bring kindness, curiosity, and reflection to looking at your numbers on a regular basis with my gentle and encouraging written guidance for moving through the process. Use this time and again by keeping the original and making a copy each time you use the Intentional Financial Review.
Have you ever done a financial review... with love?
I know looking at numbers might not be your favorite thing, but if you're going to create a healthy, beautiful relationship with your money, having a clear relationship with your numbers will serve and support you in ways you can't imagine.
The Intentional Financial Review isn't just spreadsheets and calculations—it's a sacred practice that honors the energy exchange of your business. This is about setting a true date with your finances—candles lit, heart open, curiosity engaged—and meeting your numbers with compassion rather than judgment.
In this transformative process, you'll:
Celebrate your income as blessed flow into your life and business
Honor your expenses as sacred outflow that creates connection
Discover which income streams truly light you up
Identify what's working (and what's not) with loving awareness
Create a kick-ass financial intention aligned with your joy
As a master-certified coach, energy worker, and former CPA with a master's in psychology, I've crafted this approach specifically for soul-led coaches, healing practitioners, and creative entrepreneurs who want financial success that actually feels like success in the doing.
No hustle. No shame. Just clear, compassionate wisdom that supports your vision and helps you step into being the heroine of your own financial story.
My blessing for you: May you express deep reverence for yourself, your business, and your money by making space for intentional, sacred review. May you find yourself filled with excitement as you play with the promise and possibility of all that you will create in the seasons to come.
Ready to transform your relationship with your numbers? Let's get it done!