Scaling with Ease

Momentum Mentorship

Financial partnership for solopreneurs and small-team CEOs who want clarity, confidence, and calm leadership..

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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.

You've built something real. But the money side still feels uncertain.

Your clients trust you. Your work speaks for itself. By most measures, your business is working.

But behind the scenes, there's a gap. You're not sure if you're actually profitable this quarter. You avoid making financial decisions because you don't trust the data. You wonder if you're paying yourself enough — or too much — and you don't have anyone to ask.

You've tried managing it yourself. Maybe you've even hired a bookkeeper. But having clean books isn't the same as knowing what to do with them.

What you need isn't just someone to handle your bookkeeping. You need a financial partner — someone who helps you understand your numbers, make grounded decisions, and lead your business with the calm confidence it deserves.

That's what Momentum Mentorship is.

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.

You don't need to be "ready." You just need to not want to carry this alone anymore. Momentum meets you exactly where you are — messy books, avoided receipts, inconsistent systems, all of it — and helps you build clarity at a pace that feels calm and doable.

What Changes When You Have a Financial Partner

Before Momentum Mentorship:

  • You check your bank balance and hope for the best
  • Financial decisions feel like guesswork wrapped in anxiety
  • You avoid looking at reports because you're not sure what they mean
  • Tax season is stressful because you're never quite prepared
  • You feel alone with the financial weight of your business

With Momentum Mentorship:

  • Your books are current and accurate — handled for you every month
  • You understand what your numbers mean and how to use them
  • Financial decisions feel grounded and intentional instead of reactive
  • You have someone to think through money questions with — calmly, without judgment
  • The mental load of "am I doing this right?" finally lifts

After 6–12 Months:

  • Financial leadership feels natural, not forced
  • You trust your numbers enough to plan ahead with confidence
  • You've built a sustainable rhythm that supports both your business and your life
  • You're making decisions from clarity instead of anxiety

Why Financial Mentorship — Not Just Bookkeeping

Clean books are essential. But they're not enough.

I've worked with business owners who had perfectly maintained books and still couldn't answer basic questions: Am I profitable? Can I afford to hire? Should I raise my prices? What should I be paying myself?

That's because bookkeeping tells you what happened. Mentorship helps you decide what to do next.

Momentum Mentorship gives you both — the reliable bookkeeping foundation AND the strategic partnership to actually use your numbers for the decisions that matter.

Who This Is For

Momentum is for service-based solopreneurs who want:

  • bookkeeping that's accurate, dependable, and stress-free
  • a strategic thought partner who helps you make clear financial decisions
  • accountability around money without pressure or shame
  • clarity so you can grow sustainably — not frantically
  • a financial system that supports your life, not the other way around

🌿 Momentum Core — $700/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 in your Client Portal for ongoing reflection and light guidance
  • Quarterly planning + reflection templates to connect your numbers with your goals

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 — $1,100/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 in your Client Portal for communication between sessions
  • Customized money management structure (savings, taxes, and profit allocations)
  • Quarterly planning + reflection templates

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.

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. Not through pressure or hustle, but through steady partnership, reliable systems, and the quiet confidence that comes from actually understanding where you stand.

This isn't about becoming a finance person. It's about having a finance partner — so you can lead your business with clarity instead of carrying it with anxiety.

Ready to Begin?

If you're tired of carrying the financial side of your business alone — if you want clean books, clear guidance, and a partner who helps you lead with calm confidence — I invite you to apply for Momentum Mentorship.

We'll schedule a connection call to explore your goals, understand your season, and find the right fit. There's no pressure. Just an honest conversation about what support would look like for you.

Not sure which tier is right? That's exactly what the connection call is for. We'll figure it out together.

Apply for Momentum Mentorship

Apply for Momentum Mentorship →

Looking for bookkeeping support without mentorship? Momentum Maintain handles your books with care and consistency — no calls required.

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? Yes. I handle your annual 1099 filings for a flat fee, and I fully support Gusto for payroll. You'll know exactly what's needed, and everything will be submitted accurately and on time so you can stay compliant without the stress.
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 Core and Align? Core gives you one monthly mentorship call and steady bookkeeping oversight — it's designed for building a calm, consistent financial rhythm. Align adds a second monthly call, a written Financial Review Summary, and a customized money management structure — it's for solopreneurs ready to deepen their strategic relationship with their numbers and lead with more visibility and intention.
Do I also need to join Journey Circle? No. Momentum Mentorship includes everything you need — bookkeeping, mentorship, and strategic support. Journey Circle is our standalone learning community for solopreneurs who want to manage their own finances with education and support. If you're in Momentum, you're getting that guidance directly from me.
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.
How do I get started? The first step is to apply so we can schedule a connection call. We'll talk about where you are, what you need, and which tier would support you best. There's no pressure — just an honest conversation about fit.