The Clarity Intensive

You don't need another course.
You need someone to look at it.

One session. Ninety minutes. We open your actual numbers together, find where the money is going, and you leave knowing exactly what to fix first. No homework. No dashboard you'll never log into. Just answers.

$497 Credited toward your first month if you continue into advisory at $1,500/month.

Sessions are limited to one per day. Booking requires 48 hours notice so I can review your documents before we meet.

Let's be honest about whether this is for you.

This is for you if

  • You're making money and you still can't tell whether you're actually doing well.
  • You have a bookkeeper or a CPA, and you still don't understand your own numbers.
  • You suspect you're overpaying somewhere but you can't prove it.
  • You pay yourself whatever's left and you know that isn't a strategy.
  • You want a straight answer from someone who will actually look at your statements.

This is not for you if

  • You want someone to do your bookkeeping. That's not what this is.
  • You're looking for tax filing or legal advice.
  • You aren't willing to send your bank statements and P&L before we meet.
  • You want a magic number without changing anything you're doing.
  • You're pre-revenue. Come back when there's something to look at.

What actually happens

Ninety minutes. Four moves.

This is not a discovery call in disguise. We work.

  1. 01

    We look at the real numbers

    Bank statements, P&L, merchant processing. Not a survey about your numbers. The numbers. I've already reviewed them before you arrive, so we start with findings, not setup.

  2. 02

    We find the leaks

    Processing fees you're overpaying. Subscriptions nobody cancelled. Pricing that doesn't cover what delivery actually costs. Cash flow timing that makes a profitable month feel broke.

  3. 03

    We set your owner pay

    An actual number, calculated from what your business can support, not what's left after everyone else gets paid. You started this to pay yourself. Let's make that true.

  4. 04

    You leave with the next step

    One priority. Not twelve. The single change that moves the most money, and exactly how to make it.

What you leave with

Delivered within 24 hours of our session, in writing.

Your leak report

Every dollar we found that's leaving your business unnecessarily, with a number attached to each one.

Your owner pay number

What you can actually pay yourself, how often, and what has to be true for it to hold.

Your cash flow picture

What's coming in, what's going out, and when. The timing problem, made visible.

Your one next step

The highest-leverage fix, written plainly, with the order of operations to get it done.

Before we meet

What I'll need from you.

You'll get a secure upload link the moment you book. I need these at least 48 hours before your session so I can do the work in advance and we can spend our time on findings instead of file-hunting.

  • Last 3 months of business bank statements
  • Your most recent P&L
  • Your most recent merchant processing statement
  • A list of recurring subscriptions and vendors, if you have one
  • The one question keeping you up at night

Sessions without documents get rescheduled, not refunded. I'm not being difficult. I just can't find your money if you won't show me where it lives.

Numbers = failure/success. I rejected failure, so I rejected numbers. Now I'm saving over $4,146 per year in money leaks, and my business is generating more monthly income.
Maisie Smith-Lovett MSL Wellness, Baton Rouge, LA
She never made me feel foolish for not knowing something. She has a way of bringing clarity to chaos and helping people move forward with confidence.
Sherry Hale Public Service Adjusting, LLC, Gonzales, LA
I am not afraid of my finances anymore. I feel much more in control of it all, and really feel like I can and am thriving.
Cheryl Jeane Therapeutic Wellness, LLC, Denham Springs, LA

The Clarity Intensive

$497
  • 90 minutes live with me, one on one
  • Full review of your statements before we meet
  • Leak report, owner pay number, cash flow picture
  • Your one next step, in writing, within 24 hours
  • Fully credited toward your first month of advisory ($2,000/month)
Book my Intensive

Non-refundable once scheduled. One session per day, so availability is genuinely limited.

Questions people actually ask.

Isn't this what my accountant is for?

Your accountant files your taxes and tells you what already happened. I sit between your bookkeeper and your CPA and tell you what to do next. Different job. Most of my clients keep their CPA and are referred to me by one.

Why do you need my bank statements? That feels invasive.

Because your P&L tells me what your bookkeeper categorized, and your bank statement tells me what actually happened. The gap between those two is usually where the money is. I can't find it from a conversation.

What if you don't find anything?

In practice that hasn't happened. But if we get through your numbers and everything is clean and optimized, I'll tell you that plainly and you'll leave with confirmation instead of a fix. That's still worth knowing, and it's still $497 well spent.

Can I just do the free training instead?

Absolutely, and you should. The training teaches you the framework. The Intensive applies it to your actual business. If you're not ready to open your books, start with the training.

What's the difference between this and the 8-Week Reset?

The Intensive is one session and a diagnosis. The 8-Week Reset ($1,497) is a small group cohort where we do the whole rebuild together over eight weeks. The Intensive tells you what's wrong. The Reset fixes it.

Why is it non-refundable?

Because most of the work happens before we meet. By the time you sit down with me, I've already been through your statements. I'm also holding a day for you, and I only do one of these a day.

What if I want to keep working together after?

Then the $497 you paid gets credited toward your first month of 1:1 advisory. You're not paying twice for the same diagnosis.

Stop guessing.
Now stop second guessing.

Your numbers have something to tell you. Let's spend ninety minutes finding out what.