before you enroll in one of our programs,

here’s what you need to know

Want more peace when dealing with your finances?

WE GOT YOU!!!

Ask Yourself……

What does it look like to create financial stability from a place of freedom?

Here’s what it could look like:

  • Acknowledging who we are being and becoming shapes our behaviors - especially around our finances.

  • Our state of being is peaceful, clear and calm.

  • Our life is not lived on auto-pilot and we don’t go into analysis paralysis when it comes to finances.

  • Examining our mindsets and motivations from a place of curiosity.

  • Engaging in soul care. The soul is the seat of our thoughts, reasoning, intellect, willpower and emotions.

  • Reframing or replacing mindsets and motivations that will support us now AND serves who we are becoming - honestly and gracefully.

  • Practicing the new behaviors that are shaped by the updated mindsets and motivations in community to remind us we are not alone - in our triumphs and our trials.

  • Working to master the fundamentals with ease so we can evaluate whether a current trend fits into our values and priorities.

It also means that we will not allow the financial services industry continue to plant fear around our finances in order to get us to save and invest.

currently in the financial literacy landscape, there are many programs and products that provide recipes, formulAs and worksheets that help you do the math in order to reach your financial goals.

sounds simple right?

do the math… reach your goals!

BUT….

(You know there’s always a but)

what happens when you come across the dreaded d’s?

The unexpected that we don’t prepare for or talk about until it shows up in our life.

  • Debt

  • Disability

  • Diagnosis

  • Divorce

  • Death

  • Disaster

what will keep you from going back to default habits that are based in fear and anxiety?

 

so GLAD YOU ASKED!!

 

We created the POSITION 4 PROFIT™ framework to help you align your mindset and motivations to a financial strategy that is specific to YOU.

And because it’s a framework, you can use it as you navigate anything that comes up without falling into fearful default behaviors around your financial management.

 

The POSITION 4 PROFIT™ framework helps you:

All with a L.E.G.A.C.Y. Perspective

You will:

  • Learn your current mindsets and motivations

  • Establish vision, values, priorities and plans

  • Get intentional with your calendar and cashflow

  • Accumulate the right type of assets

  • Create repeatable/generational success

  • Yield to the process and evaluate progress

And ultimately meet your financial goals in a way that honors who you are BEING and BECOMING.

without shame or shade.

THIS IS WHAT MAKES working with us a safe and holistic experience.

how do you know working with us is right for you?

Your financial learnings came from the School of Life, not from your family structure.

You want to change the cycles of behavior you inherited or created around money, finance and wealth.

You want the understanding and structure to better manage finances for yourself and your business.

You lack confidence in major financial decisions (retirement, wealth building, education planning, aging parents) but are a beast at routine financial decisions.

You want a simple, holistic, and effective way to manage finances.

You want a safe and secure place to explore mindsets and motivations around finance, money and wealth.

You want to practice your new habits with grace and gain confidence in community.

How we work together

Come Get clear on your mindset and motivation.

Leave with a calendar and financial plan designed by you, specifically for you.

come practice your financial habits

Create a cadence, in community, to increase your confidence around financial decisions.

here’s what can be possible if you could manage your finances differently.

  • Freedom and peace are the norm.

  • Your decisions are values-aligned and priorities-driven.

  • Your YES is an enthusiastic YES.

  • Your NO is unapologetic.

  • You honor your history while you make history.

Let’s find out what’s possible….together!

“money mirrors my ambition. it is not my definition.”

— Alexandra Franzen