🌼 Momentum Mentorship
Financial partnership for solopreneurs and small-team CEOs who want clarity, confidence, and calm leadership.
Money doesn’t have to feel confusing or heavy.
Momentum helps you lead your business with ease — grounded in data, guided by discernment, and supported through every decision.
It’s not about doing more. It’s about building a calm, sustainable rhythm with your finances and leadership.
The Heart of Momentum
You don’t need to do money alone.
Momentum is a mentorship experience that helps you create structure, calm, and confidence in your business finances — bringing your bookkeeping, systems, and financial strategy into alignment without the stress of spreadsheets or the complexity of CFO services.
Through Kick.co automation, personalized guidance, and a consistent rhythm of reflection, you’ll learn to make confident, values-aligned decisions that support your business and your wellbeing.
Together, we’ll bring structure to your numbers, rhythm to your planning, and confidence to your leadership.
🌿 Momentum Core — $550/month
Financial Grounding & Calm Consistency
For solopreneurs who want calm clarity with their numbers and a trusted rhythm for making financial decisions that feel good.
The Focus
Build a steady financial rhythm — so you can feel grounded, organized, and confident each month.
You’ll Receive
- Kick.co setup and light ongoing oversight (transaction coding + reconciliation review)
- Monthly 45-minute mentorship call for reflection and clarity
- Personalized meeting summary and action notes after each session
- Private Clarity Thread inside the Journey Portal for ongoing reflection and light guidance
- Quarterly planning + reflection templates to connect your numbers with your goals
- Full Journey Circle access for community and accountability
The Rhythm
- Monthly: One mentorship call + summary review
- Weekly: Optional reflections or questions in your Clarity Thread
- Quarterly: Self-guided review using your planning template
The Promise
Build calm consistency and confidence in your financial flow — so you always know where you stand and what matters next.
🌸 Momentum Align — $950/month
Financial Clarity & Strategic Rhythm
For solopreneurs ready to deepen their relationship with money, create visibility, and lead with calm confidence.
The Focus
Develop a rhythm of reflection and alignment — so your financial decisions support both your goals and your wellbeing.
You’ll Receive
- Two 45-minute mentorship calls per month for reflection and strategic guidance
- Kick.co oversight + Monthly Financial Review Summary in plain, human language
- Personalized meeting summaries and clear action steps after each session
- Private Clarity Thread inside the Journey Portal for communication between sessions
- Customized money management structure (savings, taxes, and profit allocations)
- Quarterly planning + reflection templates
- Journey Circle access for community grounding and accountability
The Rhythm
- Two calls per month for consistency without overwhelm
- Ongoing reflection in your Clarity Thread between calls
- Quarterly reset using your planning template to stay aligned
The Promise
Align your money, systems, and decisions with your values and vision — so your business feels steady, supportive, and clear.
🌼 Momentum Elevate — $2000/month
Strategic Partnership for Calm, Empowered Leadership
For small-team CEOs or multi-offer solopreneurs earning $250K–$500K+ who want a trusted financial partner for reflective, strategic decision-making.
The Focus
Confident, values-aligned leadership rooted in financial discernment and reflection.
You’ll Receive
- Biweekly 60–75 minute Executive Strategy Sessions focused on leadership, capacity, and profit flow
- Kick.co oversight + Monthly Financial Health Summary (grounded narrative insight, not analysis)
- Quarterly Virtual CEO Day (2 hours) to align strategy, profit goals, and energy for the next season
- Private Clarity Thread for responsive partnership and reflection between sessions
- Customized dashboard + KPI tracking focused on what truly matters to your business health
- Journey Circle access for grounding and balance
The Rhythm
- Two strategy sessions per month
- Monthly financial reflection summary
- Quarterly CEO Day for seasonal realignment
The Promise
Make calm, confident decisions with a trusted partner who understands both your business and your nervous system.
The Calm CEO Way
In my world, being a CEO means being a Calm, Empowered Owner — of your business, your numbers, and your decisions.
Momentum Mentorship is how we make that real. Step by step, with systems that sustain you and strategy that supports you.
You’ll move from scattered to steady. From uncertain to confident.
And from reactive to reflective — with your numbers finally feeling like an ally.
Ready to Begin?
If you’re ready to feel calm, clear, and confident in your business finances, I invite you to apply for Momentum Mentorship.
We’ll schedule a connection call to explore your goals and ensure the right fit for your season of business.
Apply for Momentum Mentorship
💬 Frequently Asked Questions
Do you replace my bookkeeper or tax professional?
Yes. Momentum replaces your bookkeeper. I provide light, automated bookkeeping oversight through Kick.co, combined with personalized financial mentorship and strategy. You will still work with your tax professional for filings and tax planning, and I coordinate closely with them to ensure your business stays aligned and supported year-round.
Do you handle my 1099s or payroll?
No. I will guide you on what is needed, and I recommend simple tools like Gusto Payroll or Gusto’s Contractor-Only plan to automate 1099 filings. You will stay compliant without managing forms yourself.
What if I don’t use Kick.co yet?
No problem. I will walk you through setup during onboarding. Kick.co makes your financial tracking easy, accurate, and calm, and it is included in every Momentum package.
What’s the difference between Align and Elevate?
Align focuses on reflection, visibility, and consistent decision-making. Elevate adds deeper strategy, leadership clarity, and quarterly planning, which is ideal for CEOs leading teams or multiple revenue streams.
Can I move between tiers later?
Yes. You can adjust as your business evolves. We will revisit your tier during our quarterly reflection to ensure it still fits your goals and capacity.