They Said Yes! đź’– Meet the MOMentum Speakers


Hi Reader,

🎤 Meet the momprenuers confidently building a financial legacy for their family

If you’ve ever wished you could talk to someone who really gets the stress, strategy, and soul of managing money as a self-employed parent—this is it.

I created MOMentum, a FREE 2-day virtual workshop, happening TOMORROW May 7–8, 2025, to give you the tools and the support to build true financial momentum… and I knew I couldn’t do it alone.

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Right now, you need to hear from someone trustworthy.

👉 Someone who has experienced financial mess and made it to the other side—stronger than ever.

👉 Someone who can show you what really works right now, no matter what’s going on in the economy, the news, or your day-to-day life.

👉 And someone who can actually make learning about money feel fun and empowering.

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So I invited three women I trust deeply—each one a brilliant expert in their field and a real human who gets what you’re navigating.

đź’Ą And guess what? They all said YES. đź’Ą

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Meet the MOMentum Speakers!

Rachel Jones - Money Hacking Mama!
Rachel is a work-from-home mom with multiple passive income streams earning six figures. She’s a professor on entrepreneurship and an expert on organizational positive psychology. She’s going to help us structure our mindset and time so being a forward-thinking business owner and parent becomes easier - whether you're launching a new business idea to diversify your income or looking for tax-advantaged ways to invest for your family's future.
Tiffany Neuman - Your Legacy Brand
Tiffany helps businesses create a Legacy Brand that will impact the world for generations to come. She lives by her values in all areas of her life and business, so we’ll dive into the powerful ways she’s building her own legacy by involving her daughter in her business (and legally paying her cash, tax-free!) to pass down financial skills and build generational wealth.
Jessica Eastman-Stewart - Joyfully Managed Life
Jess is an expert in organization and time management for leaders in the home (parents) and leaders at work (executives, founders, and business owners). She’s going to help us create simple systems to reduce overwhelm, stay organized, and make tax time easy. I’ll also interview Jess about how she strategically divides her profit—paying her family, saving for taxes, and investing for the future—while keeping it all easily organized with her Money Map.

These women are more than brilliant strategists. They’re compassionate coaches. Fierce advocates.

And they’re bringing their best insights to MOMentum—just for you.

Because this isn’t just about saving money on taxes.

It’s about taking confident, aligned steps toward a future where you…

âś… Discover the mindset tools you need to shift your relationship with money

âś… Build a profitable business that easily scales

âś… Start saving more money for your biggest goals

✅ Invest in retirement, education, and your family’s future

✅ Do all of this in a tax-advantaged way so don’t have to work so hard and can keep more of what you earn

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And finally feel some MOMENTUM!

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🗓️ MOMentum​

TOMORROW and THURSDAY May 7–8, 12 PM–3 PM ET

This is going to be so FUN! I can't wait to see you there!

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To your success,

PS: When you sign up, plan to join us LIVE so you can meet Rachel, Jessica, and Tiffany and directly benefit from their generosity and expertise. Grab your seat here and don't forget to mark your calendar!

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I'm excited for...

Q4 Quarterly Reviews!

The end of the year can feel overwhelming, especially for business owners. There's so much to do in order to close the books and prepare to file taxes.

Providing a quarterly snapshot to our clients can assist them in preparing for the future, and will help all of us start 2026 off on a good note!

An offer for you...

Did you know we pay referral commissions?

We are lucky to work with ambitious, heart-centered people who are truly trying to do good in the world.

Like attracts like, and if you have a friend or family member who could use some financial mentorship to make their big mission easier, please send them our way.

We don't just pay you once either. We pay 10% on ANY service they receive for an entire year!

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Favorite Thing...

Hot tea.

I can't be the only one fighting colds and other sickness.

Make sure to take time to relax and take care of yourselves during cold and flu season!

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Money Study...

The one big beautiful bill act is now law. It's also more than 800 pages. I'll share new and important updates for small business owners in this section the next few months.

We covered an update from this bill just this week! Our quarterly tax call was dedicated to health insurance options for small business owners. There have been changes under the OBBA, and we're excited to show you all the benefits you could be utilizing in the coming year.​

(Psst... Catch the replay linked above to learn more.)

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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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