\n“I need momma,” she said with those big, soulful eyes.
\nI was finishing a Zoom call and my 3-year-old daughter had wandered into my office.
\nEvery 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.
\nSo I did what felt like the hardest thing in that moment: I set a boundary.
\nI pulled her in for a quick hug, but I said:
\n“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?”
\nShe nodded, hugged me once more, and toddled off.
\nBeing 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.
\nBecause without boundaries, chaos takes over.
\n➜ The same is true for your finances.
\nIf you don’t set boundaries around your money—how you manage it, save it, and invest it—it creates stress, uncertainty, and missed opportunities.
\nAnd that stress can cause you to:
\n🚫 Hesitate to expand your business
\n🚫 Avoid making smart investments
\n🚫 Overpay on taxes because you don’t have a clear plan
\n🚫 Spend money on the wrong things now, instead of preparing for the right opportunity later
\nUnless you plan for it, how will you:
\n💰 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?
These are the kinds of things I help my clients with all the time, but more people really need this information.
\nThat’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.
May 7-8, 12PM-3PM ET (9AM-12PM PT)
\nSave your spot for MOMentum here
Here’s what you’ll learn:
\n📌 Day 1: Your Money Story – Uncover the mindset shifts that help you earn, keep, and grow your money with ease.
\n📌 Day 2: Your Money System – Implement tax-saving strategies, financial systems, and wealth-building techniques uniquely effective for business owners.
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.
\nThat’s what MOMentum is all about - getting moving towards your future!
\nIt’s totally FREE to attend this event, so
\nSave 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.
Sign up for MOMentum here |
Can’t wait to see you there!
\nTo your success,
\nP.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!
\n\n
|
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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? 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. 🗓️ MOMentumMay 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.
|
Sign up for MOMentum here |
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 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!
Hi Reader, I clicked to review this tax return and winced. This new client started with us in February 2025. So while we can prepare and file her 2024 tax returns on time, we’re very limited in the strategies we can use to reduce her taxes. The year is already over. Which is why my face was now scrunched and unhappy. 😬 This client’s tax bracket was 24%. In the US, you pay different tax amounts at different levels of income. If you’re a single filer in 2024: You pay 10% tax on your first $0 -...
Hello Reader, Back in October 2016, I was a starry-eyed—yet completely broke—actress. My love affair with money was just beginning. I had a business license, an online course on starting a bookkeeping business, and a 400-square-foot apartment so cramped there wasn’t room for a desk. Every evening, I’d balance my computer on my lap and shove the dog over so I could sit on my smelly, second-hand couch from college—less than 100 feet from the stove, where my husband was making way too much noise...
Hi Reader, Do you have a goal to make more money in 2025? Great! Now, what’s your plan to keep more of that money? How will you be more profitable—without working more hours? And let’s get real for a second… 💰 What’s your strategy for lowering your tax bill as your income grows? 💰 Are you saving enough for retirement, healthcare, and the big financial milestones ahead? 💰 What about building generational wealth—and passing down not just money, but financial wisdom to your kids? If you’re not...