I know how much grit it takes to get to the top of your organization or to be the CEO of a company you built from the ground up. You spent years honing your skills and being the expert that others leaned on, and being the go-to, people-pleasing, perfectionist that never said "no" when asked to do just one more thing for someone else.

"I know I shouldn't have so much just sitting in cash," my client says as we're looking at her checking account, and then she laughs a little bit to deflect her discomfort. "I should do something with it, I know, but I just like having it there. I like to see it and know it's right there in case I need it."

An Instagram influencer walks in with $1,000,000 in cash from endorsements. She doesn’t know what she should be doing with her money, but her CPA said “you should talk to a financial advisor.” So she did, but only after a year of phone tag and rescheduled appointments.

It’s mid-April, you’re a business owner, you haven’t filed your taxes yet, and you are freaking out a little bit thinking about paying your 2020 taxes. In a “normal” year you would have filed your taxes or extension already, but 2021 continues to be “not normal” just like 2020 was (though thankfully we’re seeing the light at the end of the tunnel now). Since we have one more month before the filing deadline of May 17, 2021, let’s talk about some last-minute ways that you can defer income and lower your taxes for 2020!

About two months ago, I bought three tiny plants at my local nursery and put them in the same pot assuming they’d all grow evenly. What happened instead is that one plant took off and grew like gangbusters, and the two in front have grown at turtle speed. It looks…weird. The back one is all gangly and tall, while the front ones look okay but have hardly grown. 

Do you want to retire? It’s a question that stumps a lot of entrepreneurs, even though it seems like it should have an easy “yes” or “no” answer. But recent studies have shown that the under-50 crowd really doesn’t think about retirement the way prior generations did. In fact, roughly 72% of us assume we’ll keep working and earning money in some capacity after we “retire.” Many business owners really love what they do and can’t imagine fully giving up their careers.

As entrepreneurs, we dream of making it BIG. We hone our skills for years, and sometimes go through 2, 3, 4 or more iterations of our business before it starts gaining traction, all while dreaming of the day that we’ll make $20,000, $50,000, $100,000 per month and more.

After she finishes her next round of giving, Mackenzie Scott will have donated nearly $11,000,000,000 (that’s 11 BILLION dollars) of her fortune to “people working to build power from within communities” as the agents of change whose “service supports and empowers people who go on to support and empower others” according to her recent blog post for Medium.com.

Katie was a teacher for 10 years, specializing in working with non-verbal children with autism and other neuro-diversities. In July 2019, she realized that she wanted to work with these same children in a more targeted way in order to make a bigger difference for them and their families, and she started a therapy and educational consulting business.

What would you do if you went from making $60,000 per year to $500,000 per year or more, over the course of 12 to 24 months?

Clients come to me when they are tired of running a multi-six or seven-figure business, but still aren’t paying themselves consistently, and don’t feel like their personal wealth reflects the success they are experiencing in their business.