Boundaries, Business & Money—What No One Talks About


Hi Reader,

“I need momma,” she said with those big, soulful eyes.

I was finishing a Zoom call and my 3-year-old daughter had wandered into my office.

Every instinct in me wanted to scoop her up and drop everything else. But I also knew—I had a business to run. A business that pays the rent, keeps the lights on, and provides for the very child standing in front of me.

So I did what felt like the hardest thing in that moment: I set a boundary.

I pulled her in for a quick hug, but I said:

“I know you’re sad, but momma needs to finish up this call. Can you go to your room for a few minutes and I’ll come see you? Just 10 minutes, okay?”

She nodded, hugged me once more, and toddled off.

Being a working parent—especially a self-employed one—means constantly balancing the push and pull between showing up for your family and showing up for your business. It’s not always easy, but it’s necessary.

Because without boundaries, chaos takes over.

The same is true for your finances.

If you don’t set boundaries around your money—how you manage it, save it, and invest it—it creates stress, uncertainty, and missed opportunities.

And that stress can cause you to:

🚫 Hesitate to expand your business

🚫 Avoid making smart investments

🚫 Overpay on taxes because you don’t have a clear plan

🚫 Spend money on the wrong things now, instead of preparing for the right opportunity later

I say it all the time to my clients… “90% of good wealth building is boundaries.”

Unless you plan for it, how will you:

💰 Help your child buy their first car?
💰 Pay for a college education?
💰 Ensure you invest enough in retirement so your kids don’t have to take care of you?

It starts with good tax strategy - because the more of every dollar you keep, the more you have to work with.

These are the kinds of things I help my clients with all the time, but more people really need this information.

That’s why I created MOMentum, a FREE 2-day workshop happening May 7-8, designed to help self-employed parents set strong financial boundaries, eliminate money stress, and take control of your future.

🗓️ MOMentum

May 7-8, 12PM-3PM ET (9AM-12PM PT)

Save your spot for MOMentum here

Here’s what you’ll learn:

📌 Day 1: Your Money Story – Uncover the mindset shifts that help you earn, keep, and grow your money with ease.

📌 Day 2: Your Money System – Implement tax-saving strategies, financial systems, and wealth-building techniques uniquely effective for business owners.

You need both - good mindset and good systems - to hold a healthy boundary.

Just as I needed a healthy boundary around time with my daughter, I hold healthy boundaries around my cash. It’s clear what I need to prioritize at this moment so I can work toward the future I want.

That’s what MOMentum is all about - getting moving towards your future!

It’s totally FREE to attend this event, so

Save your spot for MOMentum now!

Let’s make 2025 the year you stop stressing about money and start setting the boundaries that create true financial freedom.


Can’t wait to see you there!

To your success,

P.S. MOMentum is happening just in time for Mother’s Day! Consider this a gift to yourself—a way to create a stress-free, financially secure future for you and your family. Grab your free seat now!

I'm excited for...

My husband has become an elder at our church.

I'm proud and excited for the ways he'll use his gifts in the future.

An offer for you...

We just announced our spring event: MOMentum, where self-employed parents can learn the mindset and strategies to save on taxes so they can invest for the next generation.

I want you to save thousands so you can invest millions.

Favorite Thing...

I'm always excited for new books! Like Sophie Lechner's: Unlock Your Impact: The Roadmap to Magnetic Client Attraction for Entrepreneurs Who Hate Marketing.

It can be hard to find time or energy to finish each book, let along take action on the great ideas inside.

Sophie's offering a fireside chat to help you do just that with her big ideas. It's a cool offer and I hope you check it out.

Money Study...

Freshbooks just published their annual study about hidden tax challenges for small business.

My biggest takeaway: Tax compliance is driven primarily by fear, with 46% worried about penalties and 37% about audits.

Read the full report here.

Hi! I'm Katherine, actress turned accountant

I capitalized on my artistic background to create the Money Storyteller Method, a mindset and accounting tool for business owners that makes even the most advanced financial strategies easy to understand and fun to implement. Expect frank conversations about leveraging our most valuable assets - money, time, creativity, team leadership, and YOU!

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