Cash Flow Strongholds: Live
Money Management: You've been doing it wrong (and it's not your fault)
The real system involves a lot more than you've been taught, but it's also simpler than you've been led to believe
You're so tired of trying to piece together financial clarity
💢 You've tried the budgeting apps...💢 You've watched countless YouTube videos and read as many blog posts...💢 Maybe you've even hired a bookkeeper or an accountant....
And yet, something still isn't clicking...
...because most of what you've been taught about money management is incomplete
🤔 The apps reduce it to expense tracking and impossible predictions of unpredictable income😵 The videos give you disconnected tips and tricks; the blogs are filled with a whole lot of non-specifics and jargon😬 And the finance pro you hired might be great with a tax return and P&L, but even they aren't trained to teach you holistic money management (I was one of them)
READ THIS SLOWLY
Here's what nobody told you
Real money management isn't just about tracking expenses or following a budget.It's a holistic system that brings together financial wisdom, strategic planning, and purposeful wealth building.Your finances are a metric, measuring the impact of countless variables in your life and business that are both within and outside of your control.And in turn, your money management affects nearly every part of your life & business – from how you make decisions to how you create impact.That’s why your financial goals and struggles FEEL SO BIG sometimes.
But here's the real reason why we do it...
(& chances are, you already know it)
Money management isn't about the money at all...
You simply want to be able to use your resources to build the business of your dreams and live a meaningful, purpose-filled life with the people you care about most.
In other words, it's not about the money; it's about what the money can do for you (and others).
This is the kind of vision that will drive you toward your goal, through any obstacle. This is the kind of vision that makes entrepreneurs like you so powerful.But you won't stumble into this kind of financial freedom.You have to create it deliberately, with intention and purpose. And that journey starts with understanding what real money management looks like.
Katie's "system and explanation of finances is one of the only times it has really made sense to me and given me actionable steps.”
Introducing Cash Flow Strongholds: Live
A 9-week live group program that gives you comprehensive training on the fundamental financial skills your business needs.
🔥 Not to stir the pot but……This isn’t your accountant’s DIY Finance course. 🤫…And it’s not your business coach’s “Biz Finance 101” module, either. 😬
This experience not only equips you to tackle the full spectrum of what money management involves (not just P&Ls, taxes, or even budgets)…… but it’s also taught in a way that actually makes sense from a money mentor (slash instructional designer) who knows exactly what it feels like to not understand money.This program will teach you what you actually need to know to manage your money well as the CEO of a growing business — with real, in depth support every step of the way.
DOORS CLOSE IN:
“Having someone like Katie teach me ways to track, manage, and feel good about my finances, now that’s an investment worth making!”
(Elley, Business Coach)
Here's Our 9-Week Agenda
| Week | Topic | What You'll Get |
|---|---|---|
| 01 | 💡 Rethink Everything You Know About Money Management | A clear, written vision of your financial future that connects your money management to your deeper purpose, setting the foundation for all future financial decisions. |
| 02 | ⏲️ The MVB: A 60-Minute Money System That Actually Works | A functional "minimum viable budget" that gives you immediate control over your money while being simple enough to maintain consistently. |
| 03 | 🐖 Keep More of What You Make: The Business Owner's Guide to Profit & Savings | A structured profit system with specific allocation percentages and corresponding budget categories that ensure your business consistently builds wealth (for itself and for you personally). |
| 04 | ✉️ How to Budget So You Can Spend MORE Money (+ Feel Great About It) | A values-based spending framework that helps you make confident decisions about where to invest your money and where to reduce costs, supported by practical tools like sinking funds to make it sustainable. |
| 05 | 🔍 Decode Your Business: The Numbers That Matter (No Accounting Degree Required) | A clear understanding of your business's financial story and a detailed report that helps you make more informed decisions about your business's future. |
| 06 | 🛣️ Scale with Soul: Your Long-Term Business Growth Roadmap | A detailed long-term growth plan that maps out your business's future trajectory while maintaining alignment with your values and vision. |
| 07 | 🏃 90 Days to Better Business: Your Strategic Sprint to True Alignment | A tactical 90-day plan that initiates your scaling strategy through specific, measurable actions and milestones. |
| 08 | 🌱 Investing Made Simple: What Every Business Owner Must Know | A solid understanding of investment fundamentals and a big-picture strategy to build long-term wealth. (Non-U.S.? Much of this lesson is on the mindset of investing, so it still applies to you! And the rest we can research together.) |
| 09 | 🏆 Make It Stick: Your Blueprint for Lasting Financial Success | A comprehensive, personalized system for maintaining your financial habits long-term, including specific routines, rewards, and celebration milestones that ensure your continued success. |
Additionally, each live session plus our Slack community will provide plenty of opportunities for personalized guidance, answers to your questions, and separate discussions on other money topics that interest participants.
Cash Flow Strongholds ISN’T a bookkeeping course, or a generic business course, or a money mindset course, and it’s not even (just) a budgeting course. Money management is about all of those things together and more.And Cash Flow Strongholds ISN’T for the business owner who already has a firm handle on their money management, their income growth strategies, and their vision or practical strategies for building wealth.As expansive and in-depth as this program is, it is still a financial fundamentals focused curriculum (though our Q&As and conversation tangents could lead us elsewhere now and again).
This program is for you, the rising entrepreneur who is tired of feeling uncertain about your finances.
You crave a simple system to keep up with your money and the “aha!” moment where you finally feel like you “get it.”
And you want to learn how to build real wealth through your business to create the spacious life you’ve always dreamed of.
This is your foundation for financial success.
The skills and systems you'll develop in this program aren't just nice to have – they're essential to building a business that thrives long-term.This is the training you should have received before starting your business, but no one ever taught you.Join us for 9 weeks that will transform how you think about and manage your money, giving you the confidence and capability to build real wealth through your business.
Meet Your Mentor, Katie
I started my financial journey as a college accounting student who struggled to understand ANYTHING about money. I thought becoming an accountant would make me a finance wizard and pay the bills.Plot Twist: Knowing how to do taxes or bookkeeping doesn’t mean you can manage money well.Now, my mission in life is to celebrate the heck out of watching your journey from financial literacy to financial freedom.I’m the friend who wants to speak encouragement into your financial life. The guide who can show you how to be more intentional with your money without making it hard. And the nerd who wants us to have fun doing it.
“She has an incredible gift at taking concepts that financial gurus make sound so complicated and making them simple.”
(Francesca, Life Coach)
CFS Live Starts Monday, March 10, 2025
And ends Fri, May 8 with weekly sessions and ongoing Slack support in between
What's Included:
9 weekly 90-Min live coaching sessions combining structured teaching and Q&A
Private Slack channel for ongoing support and community
Tools and resources for implementing what you learn
Lifetime access to session recordings
Special Founding Member Bonus: Free access to future updates to the curriculum
Special Founding Member Bonus: Permanent discounted rates for 1:1 support
Your investment is just one payment of $497 USD
This is an exclusive Beta Launch rate for the first iteration of this program. If I offer it again, the price will go up!
Or break it down into smaller payments if you’d prefer…
(And then, Cash Flow Strongholds will help you break your reliance on payment plans moving forward… 😉)
$264/month for 2 months
First payment due at checkout
$179/month for 3 months
First payment due at checkout
Select your preferred payment option at checkout.
DOORS CLOSE IN:
Answers to Your Questions...
Q1: I’m anxious about discussing finances in a group setting! Should I join?Q2: What does it mean that this is a “Beta” launch?Q3: How is the content delivered? Can I just do this independently and self-paced without participating in the live group sessions?Q4:How many people will be in this group program?Q5: How much time do I need to dedicate to this program?Q6: Will this work for my XYZ business?Q7: Will this program teach me how to use YNAB? What about Profit First?Q8: Will this program teach me how to do personal investing?Q9: Do I need to live in the U.S. to benefit from this program?Q10: Do I need to be a current business owner to join this program?Q11: What is your refund policy?
Additional Questions? Reach out! [email protected] or DM me on Instagram — I want YOU to feel confident if you choose to invest in this program (or assured if it’s genuinely not the right fit).
“I feel more confident...that it doesn’t have to be difficult. She is an excellent teacher and I love how easy she makes everything!”
(Allyssa, Web Developer)
Cash Flow Strongholds Starts Monday, March 10, 2025
You are a Wealth Maker.
You just need the right foundation so you can realize this.
Learn how to master the fundamentals of business money management alongside like-minded entrepreneurs in this powerful upcoming program.Join by Friday to unlock 9 weeks of coaching, a safe and judgment-free community, and the tools and training you need to become fully equipped to do MORE with your money.
Your investment is just one payment of $497 USD
This is an exclusive Beta Launch rate for the first iteration of this program. If I offer it again, the price will go up!
Or break it down into smaller payments if you’d prefer…
(And then, Cash Flow Strongholds will help you break your reliance on payment plans moving forward… 😉)
$264/month for 2 months
First payment due at checkout
$179/month for 3 months
First payment due at checkout
Select your preferred payment option at checkout.
DOORS CLOSE IN:
Answers to Your Questions...
Q1: I’m anxious about discussing finances in a group setting! Should I join?You can absolutely still join!As much as I hope to encourage participation and cultivate a safe space, as an extreme introvert and independent learner myself, I completely understand how off-putting live groups can be. If you want to join and quietly learn from the content and listen to other participants, you’re more than welcome.You will never be called out to speak up or pressured into sharing anything you don’t want to share.That said, you can still get all the coaching benefits of the group — anonymously — if you’d prefer. There will be space for you to submit questions privately to me with as much or as little detail as you’re comfortable sharing. As often as possible, I will still provide answers in front of the rest of the group (as this is part of the collective learning experience this program is aiming for), but I will do so without revealing any personally identifiable information.Your privacy, security, and sense of safety is extremely important to me.Back to Main Page
Q2: What does it mean that this is a “Beta” launch?This is the first time I’ve ever run this program, or any program like it! As a result, we may need to iron out a few kinks in the content and the group coaching format along the way. While I’m pouring as much as I can into this program, it will not be completely polished for this first cohort.As much as that scares my perfectionist mind, it’s more important to me that I start providing real transformative solutions to my audience (rather than dragging out unnecessary offer creation for a year), so here we are!(So if joining a group program and tackling your finances is outside of your comfort zone…we’ll be outside of our comfort zones together. 🤪)Because this program is also a learning playground for me, I’ve reflected this in the pricing! If you’re willing to entrust me with your financial journey, you can take part at the lowest price I will ever offer CFS Live if I choose to run it again.The other benefit? Chances are, I will be way overdelivering the entire time. Just being honest. 😅Back to Main Page
Q3: How is the content delivered? Can I just do this independently and self-paced without participating in the live group sessions?For this round, there will not be any pre-recorded content to watch in between sessions. Instead:
We will meet every week for about 90 minutes (most likely on Mondays, though the exact schedule will be dictated by actual participants’ availability) and I will live teach that week’s curriculum focus.
The latter portion of every session will open the floor to less structured conversation and Q&As, so the direction of those discussions will be dictated by active participants.
Every session is recorded and all participants will have lifetime access to these. If you cannot attend live or don’t wish to, you can watch these later in the week once they’re uploaded.
Each week, you will also be provided with companion resources and tools that relate to the topical focus.
Finally, additional support, teaching, and Q&As will occur all throughout the 9 weeks in our private Slack community.
So the answer is yes, you can learn fairly independently in this program without directly engaging in the group. However, the BEST results (and the support you’re actually paying for) lies in active participation (see Question 1 about anonymity options).Additionally, you can submit questions for the session in advance, even if you aren’t in attendance. However, questions from attendees will be prioritized within the time we have available.Back to Main Page
Q4:How many people will be in this group program?To be honest, I’m not sure! As this is a beta launch, I am also gauging interest level in this type of offer. While I do have a minimum number of participants we need to reach in order for this to be a viable offer for me to run, I have not yet set a max. Rest assured that I will prioritize cultivating a community you can safely and effectively learn in, so if I need to implement a cut off, I will.If, on the other hand, we do not reach the minimum number of participants, anyone who has invested will receive a full refund and I will go back to the drawing board to find the best way that I can support you with what you’re hoping to achieve. (I.e., You won’t be abandoned just because I didn’t hit my sales goal!)Back to Main Page
Q5: How much time do I need to dedicate to this program?Quick Answer ➡️ You will want to commit 2-6 hours a week, depending on your level of participation and what actions you choose to take to implement what you learn.At a minimum, plan to set aside the 90 minutes a week to try and attend our live sessions (or at least watch the recordings). Even if all you do is passively consume these, you will learn a lot! We’ll round this up to 2 hours for rewatching specific segments or doing a little extra research here and there.For best results, in addition to the live sessions, try to carve out an additional 1-2 hours for the relevant action items and 1-2 more hours for participating in our Slack community.Back to Main Page
Q6: Will this work for my _________ business?My teachings are best for small online businesses that provide services, digital products, or even monetized content.Brick-and-mortar businesses, physical product businesses, or even larger organizations may still benefit, but know that I don’t have as much direct experience working with these.If you’re still interested in joining and are open to adapting what you learn and allowing me some space to research and collaboratively find the right solutions for you, then you are more than welcome! I would be genuinely excited about the opportunity to learn more alongside you.Back to Main Page
Q7: Will this program teach me how to use YNAB? What about Profit First?I wanted to address this, as these are two things I’m quite known for!For YNAB, my favorite budgeting app, yes! Whenever we talk budgeting and practical money management systems, I will be showing you how I recommend doing this in YNAB. I will heavily encourage participants to use YNAB at least for the duration of the program.YNAB allows you to trial it for free for one month. If you get to the end of your trial during the program and don’t think it’s right for you, then we’ll have more specific insights by that point to find the right alternative for your needs and preferences!Regarding Profit First, I will teach you my adapted approach, inspired by Profit First. However, it’s important to know that I am NOT a Certified Profit First Professional™ nor am I affiliated with the Profit First organization. If you are interested in learning the entirety of the true Profit First system and implementing it into your business, you’re better off finding a PFP. My approach to money management pulls from what I believe to be the best parts of Profit First in it simplicity, but I’ve dropped a lot of the other components.If you have any further questions about what I’m specifically going to be teaching (and not teaching), feel free to reach out via email at [email protected] and I’ll be happy to clarify.Back to Main Page
Q8: Will this program teach me how to do personal investing?Yes and no. Remember, this program is a finance fundamentals curriculum, and we are only touching on the specifics of investing for one of our sessions. My goal is to demystify the strategy of investing and help you overcome any fears, reservations, and misconceptions you have about investing. But I only have the program scope and expertise level to teach you the basics for now.I am not a financial advisor, and I do not consider myself an expert on this topic. I have much to learn myself (though I’m working on it!). However, I can and will help you establish the financial literacy foundation you need to see through the intimidating facade of investing and be able to chart your own (uniquely powerful) path to building wealth as a business owner.Back to Main Page
Q9: Do I need to live in the U.S. to benefit from this program?Not necessarily, much of what this program covers is universally applicable!Occasionally we may touch on specifics that are more unique to the U.S. (as that is where I’m based), but most of the principles I teach aren’t limited by geography. In the instance that there are specific topics that are only relevant to our U.S. participants, I will be happy to assist anyone outside the U.S. in finding and deciphering resources that are applicable to your region.Example: If we’re talking about how sole proprietor business activities are reported on Schedule C of the US Form 1040 Personal Tax Return but you live in Australia, I’ll do what I can to help you separately in our Slack channel to understand your equivalent “Business and Professional Items Schedule.” While I’m of course limited by what I can research online with you and will always recommend building a network of professionals who are local to you, I will always do what I can. 😊Back to Main Page
Q10: Do I need to be a current business owner to join this program?If you don’t currently have a business or are still in the process of getting started, I would instead recommend checking out my Coaching Week offer for support with your finances or getting your business started. This program will move fairly quickly and we will be spending time looking at our actual business finances; if you don’t currently have a business, you may find yourself feeling left behind or left out.Back to Main Page
Q11: What is your refund policy?While I am fully committed to your satisfaction and transformative experience, I also want to be flexible with situations that might occur from time to time or the reality that this doesn’t shape up to be what you were hoping for. As a result, you will have some time to experience the structure, style, and content of the program and still request a refund if it’s not the right time or fit.However, because this coaching program runs for nine weeks and includes live training sessions as well as asynchronous work, there is a cut off period for cancellation:1. You may cancel before the start of Week 3 (Monday) of our live sessions and receive a full refund of the program cost. This will result in the revocation of access to all course materials, including recorded content and future updates.
2. You may cancel after the start of the Week 3 and before the start of the Week 5 and receive a refund of half the program cost. This will result in the revocation of access to all course materials, including recorded content and future updates.
3. No refunds will be issued after Week 5.Back to Main Page
Additional Questions? Reach out! [email protected] or DM me on Instagram — I want YOU to feel confident if you choose to invest in this program (or assured if it’s genuinely not the right fit).Back to Main Page