Receive high-level financial advisory + strategy without hiring a full-time CFO!
To the soul-led and purpose-driven coach, service provider, or healer,
If you’re generating multi-six – seven figures in your business, and you want to experience even more wealth, abundance, and income stability:
Give me one day, and I’ll give you …
Total clarity on how to create more profit in your business and a financial plan to reach your most ambitious goals.
*Not to mention the energetic tools you need to embrace this next level of wealth and expansion feeling safe and confident with your money.
If you are someone who doesn’t have a background in finance, Kristin's logical approach to analyzing and explaining your business numbers is immensely helpful in making better business decisions & investments.
If you’re looking to gain a better understanding of your business’ financial picture in both the short and the long term, my VIP day gave me a great foundation. She clearly and succinctly explained concepts to me that as a psychology major and yoga teacher, I simply never learned.
Welcome to a financial strategy that…
aligns with your purpose, fuels your dreams, and builds lasting wealth!
You’ll leave your Illuminated Finance VIP Day knowing how to -
Increase your owner’s salary AND pay your team well.
01
Make empowered, data-driven decisions that support your growth.
02
Build a fulfilling business *and* experience everything on your personal vision board. Aka, more time off, international vacations, that house by the water!
03
You’ve built a beautiful, multi-six or seven-figure business from the ground up.
But you’re not stopping here.
You want to make an even greater impact on your clients, experience more financial stability, and reach stretch goals so big that they scare your socks off just thinking about them!
You’re more of a ‘spiritual’ type than a numbers person, BUT …
You suspect that the key to reaching your next level of wealth is knowing which of your offers are the most profitable and fulfilling – and what you can let go of.
Guess what? You are exactly right.
And this stat from a survey by a major financial software company? Let’s just say it definitely backs you up.
You might want to sit down for this one!👇
“The average business owner loses over $118,00 in profits because they don't have a clear picture of their finances, with 13% saying they’ve missed out on $500,000 or more!”
Ouch. 😱
Not understanding your numbers or what drives the most profits in your business doesn’t just prevent you from making more money.
It can cost you – big time.
So, even though ‘opening up the books’ might feel scary and beyond vulnerable right now, you can do this – and don’t worry:
I’ll make digging into your numbers an empowering experience, not an embarrassing one filled with financial jargon that confuses you even more.
Because losing six figures+ in revenue simply because you don’t have a clear picture and profitable financial strategy in place?
Which is something that we can create together in just ONE day?
You might not be ‘into’ numbers, but that shish will not fly on your watch.
(Or mine!)
And, while we’re on the topic of stuff that ‘doesn’t fly’ …
Here’s everything else that you *won’t* have to stress over anymore when you have a profitable, empowering financial plan in place:
Having SO MANY ideas and directions for where your business could go, but not knowing which one will be the most profitable and worth your time and effort.
Wanting to give your amazing team member a pay raise or invest in that new software, but not knowing if you can swing it financially.
Not paying yourself enough as the owner or having an intentional plan for building long-term wealth, retirement, and savings.
Not knowing which of your offer(s) drives the most profit in your business.
Sitting down with your accountant at the end of the year, seeing all the money you made, and wondering: “But where did it all go?”
Riding the rollercoaster of feast or famine months and constantly relying on your revenue being at its highest point to get by.
We’re saying farewell and adieu to all of the above.
And we’re replacing it with a new level of financial clarity and empowerment that gives you this.👇
A clear understanding of which offers and services create the most profit AND are most aligned with your bigger purpose. So you (and your team) know where to focus your time and energy for intentional growth.
More stability and predictability in your month-to-month finances and a plan for slower seasons that doesn’t jump to ‘cutting expenses’ or ‘existential crisis.’😉
Security, safety, & confidence in your money. No more avoiding your books because it’s ‘not your strong suit.’ You’ll know your numbers better than anyone. Plus, you’ll have energetic tools to hold this next level of wealth you’re calling in with ease, versus feeling emotionally exhausted by finances.
A big picture view of your money. So you can know ~snaps fingers~ like that if you can invest in a rebrand, give a pay increase to your team, add a new location, etc. So you can make empowered & informed decisions that grow your business.
A higher owner’s salary that allows you to experience the *reasons* you got into business in the first place. Summers off with your kids … two weeks in Italy with the fam … *insert your dreams here*!
Best news ever:
You don’t have to hire a full-time CFO to enter this new era of financial knowledge, stability, and empowerment.
All you need is someone who can show you how to understand your numbers AND give you the mindset tools to support your financial success and expansion.
Someone who can create a high-level financial plan that grows your profits AND aligns with your bigger vision and values – in one day.
That’s where I come in.
Hi, I’m Kristin.
I help established, heart-led CEOs overcome money mindset blocks and create high-level financial strategies …
So they can increase their profits and build a business that aligns with their purpose.
I’m a financial strategist and money mindset expert. I have an MBA in finance and over a decade of experience as a corporate financial analyst. I’m also a certified life coach, sound bath facilitator, and mediation/breathwork teacher.
Now that you’ve got my professional resume…
Here’s the *real* reason why I made this Illuminated Finance VIP Day
Years ago, I bought a course that promised to teach me how to make six figures as a blogger. I thought: sign me UP. I’ll blog for some cash!
Whelp. I quickly realized that the business strategies taught in this course *could* (maybe) generate six figures. But there was *no way* these strategies would result in a profitable take-home pay that supported the business owner's life.
Sure, you could make six figures, but you wouldn’t have even close to that amount to show for it at the end of the day!
I mean, WHAT?!
I realized that …
As business owners, we’re taught to chase revenue & these big money goals we see *flashed* online…
But we’re not shown how to pay our team well, stabilize our finances, feel safe and confident in our money, and generate a take-home pay that’s worth all the time we put in.
Instead, when things are slow, we’re given vague, generic advice like ‘cut expenses’ or ‘launch more.’
(Which is not always the answer, by the way!)
We don’t know where our profits are really coming from or where to focus our energy for growth.
And because of this …
We make business decisions out of emotions, uncertainty, and fear.
We avoid our money because it feels impossible to grasp without a degree in accounting!
This doesn’t sit right with me.
I refuse to let you be ‘duped’ into business strategies that require you to work hard and chase revenue goals but do not result in more income stability and profits.
I refuse to let you spend all your precious time building anything less than a business that does not totally light you up and allow you to live the ‘dream life’ on your vision board.
I refuse to let you feel in the dark about your numbers, confused about where to focus your time and energy to grow your profits, and embarrassed about your books.
Because you deserve so much more. You deserve to have total confidence, knowledge, safety, and control in your finances *now* – as in, within a day! No accounting degree required. :)
So, I made you this. 👇
The Illuminated Finance VIP Day
Spend the day with me, and you’ll leave with –
A personalized, high-level financial strategy that sets your business up for more income stability and profit!
Tools that expand your energetic capacity for abundance, financial security, and greater wealth!
Total clarity on where to spend your time and energy to grow a profitable business that aligns with your mission and purpose.
“The money mindset work really helped me recognize where I still needed to do some work to breakthrough to that next level of what I want to do in my business.”
- J.J.
“Not only does Kristin genuinely care about helping you reach whatever goal you are striving for, she knows how to get you there with practical to-do’s that are delivered with kindness.”
- Kate
It’s like a spa day – for your finances.
If you’re worried this VIP day will be a jargon-filled bore at best, or a financial existential crises starter at worst …
Oh friend. Take a deep breath with me. Your VIP day will be anything but embarrassing, confusing, or boring.
I’ve set up this VIP day to be a grounding, joy-filled, empowering – dare I say it – FUN experience for *you*
Because you deserve to feel confident in your money and have your finances be something you look forward to discussing, even if you’re not a ‘numbers person.’
This VIP Day is NOT …
Me coming in with a red pen to mark up your spreadsheets, tell you what you’re doing wrong, point out where you ‘fall short,’ or overwhelm you with too much information.
Me giving you directions on what to do and expecting you to stay in the dark and ‘let the professional’ handle it. Gosh, no.
You having to fill out *tons* of forms, assessments, and prep paperwork before we even start. Who the heck has time for that?
You having to do a heap of work AFTER your VIP Day. (Again, just – no!).
This VIP Day IS …
You sitting down, 1:1, with a trusted financial strategist who loves and respects everything you’re doing and can shed light on what you can do to grow your beautiful business even MORE.
You filling out one pre-session checklist that feels more like an enlightening exercise and *treat* than homework! (Plus sending me access to a few financial documents I’ll need to support you.)
You receiving a personalized, 1:1 financial strategy from someone who will dig into your unique business and give you a plan for more aligned growth, stability, owner’s take-home pay (woohoo!), and profit.
You walking away with practical and energetic tools to make the best financial decisions for your business. So you can reach your stretch goals and feel CONFIDENT and SAFE in those decisions – and with your money.
“The Voxer (30-day voice message) support was incredibly helpful for receiving real-time feedback.
The VIP day provided a solid financial overview of my business; and I was surprised how much more value came through being able to voice message when I was actively working on my sales forecast.
Knowing I could get quick answers to my questions allowed me to apply insights immediately and keep moving forward with confidence.”
It’s a totally normal reaction to have, but if your palms are sweaty just thinking about having someone look at your numbers, I want you to know:
There’s no need to feel embarrassed by what you *don’t* know when it comes to your finances – (yet!).
There’s no shame at this table.
This is all about empowering you to know your finances better than anyone so you feel confident in your decisions, money, and the direction of your business.
And for the record, this VIP Day is between *just* you and me. I take client privacy seriously and will never share your information with anyone.✌️
“Working with Kristin helped me create more stability, predictability, and safety in my numbers.
She gave me a holistic plan to reach my goals and helped me feel confident and empowered about my finances.
I now have so much more longevity to my vision, and it feels incredible to know that I’ve created a solid financial foundation to back it up.”
What will your Illuminated Finance VIP Day look like?
Here’s what to expect!
step 1
Pre-Session Planning
ONE WEEK BEFORE YOUR VIP DAY
One week before your Day, I’ll send over a short Pre-Session Checklist. Homework vibes? Never!
This exercise alone will give you so much insight into your financial intentions, the areas you want more clarity on, and the money mindset beliefs you want to expand!
This checklist also tells me what specific answers and wins you want to gain from our session so I can tailor our time together to your needs.
Last, I’ll use this checklist to collect the few financial documents I need from you to prepare for our session.
step 2
Financial Analysis + Strategy
VIP DAY MORNING SESSION
Your VIP day is here! We’ll spend the morning mastering your numbers and creating your high-level financial strategy.
You’ll leave this two-hour morning session with a clear picture of your finances. You’ll know where to focus your time and energy to achieve more income stability and profit.
You’ll see what has worked in your business over the last 12+ months so you can make empowered decisions going forward and feel safe and prepared for both slow and busy seasons.
You’ll know how to set up your systems and bank accounts for the ‘big four’ – taxes, paying yourself, savings, and profits. You’ll understand your numbers better than anyone, so you can make decisions that drive profit and align with the business you want to build.
step 3
Abundant Life Business Analysis + Visionary Growth Planning
VIP DAY AFTERNOON SESSION
After an hour lunch break, we’ll meet back on Zoom to cast your vision for the future of your business. Because this isn’t *just* about making more money. This is also about building the business and life you really want.
So, one to five years from now, you’ll have a business that aligns with your bigger mission and vision – not something you feel like burning down and starting over with!
We’ll combine strategy, mindset, and energetics to expand your capability for abundance. You’ll gain tools you can use anytime you feel nervous, fearful, or unworthy about money to call in prosperity and greater wealth.
You’ll leave knowing which offers bring in the most profit AND most align with the direction you want your business to take.
You’ll create a vision for your business's future and learn to embrace this version of yourself confidently.
step 4
Questions, Answers & Next Steps
VIP DAY WRAP UP
You’ve got a profitable financial strategy that aligns with your vision. You know how to understand your numbers to make empowered decisions that grow your business. You have the mindset and energetic tools to expand into this next level.
To wrap up your VIP Day, we’ll answer any questions you have and make a plan for what to focus on in the next 30 days. Remember: This is a spa day for your finances, so I’m not going to rush you through it or treat you like *just a number.* (pun intended!) :)
We’ll have plenty of time to answer your questions so you feel confident moving forward and keeping this new momentum going.
step 5
30 Days of Voxer Coaching + Support
BONUS: ONGOING SUPPORT AFTER YOUR VIP DAY
You’ll have full, 1:1 Voxer support from me for 30 days after your VIP Day. Send me a voice note or text anytime, and I’ll respond M- F to support you with any questions or mindset blocks that come forward.
You’ll have a personal CFO and financial advisor to help you implement everything you learned from our VIP day rather than going at this alone.
step 6
Follow-Up Session + Clarity Call
BONUS: FOLLOW-UP SESSION 30 DAYS AFTER YOUR VIP DAY
One month after your VIP Day, we’ll meet on Zoom to solidify your financial plan and the direction you’re taking your business and answer any questions that you have. So you can feel one million percent confident in your strategy and the wealth you’re stepping into.
If you’d like ongoing support after this call, such as quarterly/monthly financial advising and strategy, we can also talk about what that would look like on this call.
“I love working with Kristin because there is always zero judgement and lots of “a-ha” moments and insights.”
- S.N.
“I believe working with Kristin is one of the best gifts you can give yourself - and your business!”
- L.S.
Detail-orientated? I love that about you!
All the ~fine print~ details to know before booking your VIP Day
What you’ll need, what to expect, and what to bring!
VIP Days are six hours (5 working + an hour for lunch). We’ll meet on Zoom and have a lunch break between our morning and afternoon sessions, plus shorter breaks sprinkled in throughout if needed.
We’ll be working closely together during your VIP Day. This isn’t me digging into your finances alone and then emailing over a *yawn* boring report later. Spa day vibes, remember? :). Take this day just for you, and treat yourself to a literal VIP experience of getting clear on your finances and personal strategy for growth.
The only things you have to bring to your VIP Day are yourself, an open mind, and excitement for the clarity you’re about to have on the direction of your business. Favorite snacks and beverages are also recommended! 💓
You’ll need an online software (or even just a Google Spreadsheet) so I can gather key financial documents at least one week before your session. These are standard documents most businesses keep, such as a profit and loss and bank statements, loan or debt details, and your monthly and annual budget. (If you don’t have a budget, we can make one on your VIP day).
If you have any questions about your VIP Day or what documents I’ll need from you to create your strategy, email me or book a free clarity call!
Your investment includes –
One VIP Day
Custom Financial Analysis
Personalized Financial Strategy/Plan For Profit
Practical and Energetic Tools For Abundance/Wealth/Income Stability
Business Visionary Growth & Planning
Bonus: 30 days of Voxer coaching, strategy + support
Bonus: Follow-Up Session/Call
$2500 USD
With 50% due upon booking and 50% due on your VIP day
Have a few questions before booking your Illuminated Finance VIP Day?
I’d be more than happy to give you answers when you Book A Free Clarity Call! We’ll talk through your business intentions, financial goals, and any questions you have.
I'm looking forward to it!
In the meantime, you might find the answers you’re looking for here.
Illuminated Finance VIP Day FAQs
What’s Included
-
You’ll receive a high-level, personalized financial strategy that sets your business up for more profit PLUS mindset and vision casting tools you need to claim this next level of wealth.
Your six-hour VIP day is broken into two sessions plus a lunch break in between.
We’ll dedicate the morning to understanding your numbers and creating your personalized financial strategy. You’ll gain a big-picture view of your finances and know where to focus your time and energy for profit. You’ll also understand your numbers better than anyone, so you can make decisions that drive profit and align with the business you want to build.
We’ll use the afternoon to overcome money mindset stories and cast a vision for the future of your business. So you can feel confident you’re building something you’ll still love (not want to burn down) one or five years from now.
We’ll combine strategy, mindset, and energetics to expand your capability for abundance. You’ll gain tools you can tap into anytime you feel nervous, fearful, or unworthy around money to call in prosperity and greater wealth.
You’ll leave knowing which offers bring in the most profit AND most align with the direction you want your business to take. You’ll create a vision for the future of your business and know how to step into this version of you with confidence.
-
Yes, I offer quarterly or monthly financial advising and strategy. But I ask that all of my clients start with this VIP Day. This is so I can help you build the right foundations for working with someone ongoing and help you decide if that’s something you actually need right now.
This also allows me to know your big picture vision and financial strategy right out of the gate, so we can start any possible future working relationship in good faith and understanding.
-
Yes! You’ll get 30 days of Voxer coaching/support and a follow-up session about one month after your VIP day to solidify your financial plan and receive answers to any questions.
Who it’s for
-
This VIP Day is perfect for you if you’re a soul-led, purpose-driven coach, service provider, or healer (online or brick and mortar) earning multi-six – seven figures+ annually. (If you’re earning more or less than that income range, book a free clarity call with me before booking your VIP Day to ensure this is the best fit for you right now.)
This VIP Day is for you if you’re looking for high-level, personalized financial strategy and advising that gives you a deeper understanding of your numbers – so you can grow your business with more intention, make empowered decisions that increase your profits, and feel confident and safe in your next level of wealth and abundance. Book a free clarity call with me if you have questions.
-
Yes! A bookkeeper records your finances, but this VIP Day helps you strategically optimize your numbers, make data-driven decisions, and ensure your finances support your business growth.
This VIP day is your ticket to being proactive with your numbers versus getting to the end of the year and wondering what you could have done differently to see more profit. Book a free clarity call with me if you have questions.
Logistics & Booking
-
We’ll meet on Zoom. Unless you’re local to the north shore of Chicago, IL, in which case we can meet in person (if you’d like!). Book a free clarity call with me if you have questions.
-
We typically start at 10:00 a.m. CST and finish by 4:00 p.m., but we can have flexibility with this time frame to support your needs. Book a free clarity call with me if you have questions.
-
You can book by clicking HERE. If you have questions or would like to meet before scheduling your day,book a free clarity call.
-
The only things you have to bring to your VIP Day are yourself, an open mind, and excitement for the clarity you’re about to have on the direction of your business. Favorite snacks and beverages are also recommended! 💓
You’ll also need an online software (or even just a Google Spreadsheet) so I can gather key financial documents one week before your session. These are standard documents most businesses keep, such as a profit and loss and bank statements, loan or debt details, and your monthly and annual budget.
One week before your session, I’ll send over a checklist with any documents, questions, or insights I need to gather from you before we get started.
Pricing & Policies
-
The total investment is $2500 USD, with 50% due upon booking and 50% due on your day.
-
Life happens! I allow one reschedule for emergencies. So if something comes up, no sweat. We’ll choose another day that works for both of us within two weeks of your original date. Deposits are non-refundable. Book a free clarity call with me if you have questions.
If you scroll all this way, you might be feeling …
Skeptical that it’s possible to create more financial profit and stability?
You don’t need a crystal ball to have a more predictable income.
(Absolutely nothing against crystal balls, btw. I actually own one myself – truly – I just don’t rely on it for financial forecasting. )😉
But there IS a way for you to experience more profit and income stability/predictability in your business – and it doesn’t happen by guessing.
It happens when you take an empowered, comprehensive look at your numbers with a financial advisor who can show you, in ONE day –
How to put money toward paying yourself, taxes, savings, and profit – NOT just during the high revenue months, but always.
Energetic tools and practices to feel safe and confident with your money in every season.
A financial strategy that empowers you to make the best decisions for your future and the financial growth of your business.
Which of your offers/services are the most profitable and aligned with your bigger vision, so you know where to focus your time and energy.
What you can let go of because it no longer serves you (or your bottom line).
How to *predict with data* when you’ll have slower seasons AND what to do about it so you feel safe, confident, and prepared.
We can accomplish all of the above in ONE Illuminated Finance VIP Day!
(Crystal balls welcome, but not required.)😉
Or, if you still have a few questions about how this all works, I totally get it, and I’m here to help.
Book a Free Clarity Call. On this call, we’ll explore your unique business and financial goals in greater depth and provide the answers you need to feel confident moving forward.
There is absolutely zero risk or obligation to you in booking this call. So, if you only have time to do *one small thing* to better understand your finances …