MOMentum: A Mother’s Day Gift for Your Wealth


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 sure how to answer those questions (or you’ve been meaning to “figure it out later”), I’ve got you.

Just in time for Mother’s Day, I’m hosting MOMentum, a FREE 2-day event designed to help self-employed parents build unstoppable financial MOMentum by leveraging small business and family tax breaks.

Save money on taxes now and pass on money tax-free with these strategies!

📅 May 7 & 8

12 PM - 3 PM ET (9 AM - 12 PM PT)

Why MOMentum? Because whether you're a mom, have a mom, or just want to take better care of your financial future, this event is all about setting your loved ones up for long-term success.

As a mom myself, I know firsthand how important it is to build wealth without sacrificing family time. And I also know that being self-employed means we have way more control over our money than we think… if we know how to use the right strategies.

In just 2 days, you'll learn how to:

Pay yourself more—while working less

Save BIG on taxes

Supercharge your retirement savings (without hurting your cash flow)

Build a financial legacy that lets you pass down wealth tax-free to your kids starting TODAY, not decades in the future

By the end of MOMentum, you’ll walk away with:

👉 Strategies to lower your effective tax rate by 10%-30% in 2025.

👉 A simple 10 Step Tax Strategy to reduce your taxable income. Step one is so easy it'll surprise you!

👉 Monthly, small actions to pass along your values and your cash to your kids or aging parents, RIGHT NOW, without complicated estates and trusts (though we'll talk about those too).

👉 A unique game-plan for your family to build this financial MOMentum!

💥 And the best part? It’s 100% FREE!

Consider this your Mother’s Day gift to yourself—a chance to take control of your finances, protect your family’s future, and finally make your money work for YOU.

I can’t wait to see you there!


To your success,

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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