Turn Overwhelm Into Clarity With Your Customized Financial Blueprint
Hi, I’m Courtney. I’ve spent more than 20 years in finance, and today I work as a financial coach for women business owners — and a handful of smart men. I support people who are moving toward big goals: a revenue milestone, more monthly breathing room, or business finances that finally feel organized and understandable.
And while they’re keeping all the business plates spinning, they’re thinking things like:
“We have financial goals…but I’m not sure how to get there.”
“Our bookkeeper does a great job handling the day-to-day, but I don’t always know what the numbers are telling me.”
“I wish someone could explain this in a normal, non-scary way.”
“We don’t have a process to move us closer to our goals.”
You don’t need to run another QuickBooks report to figure out your financial future. What you do need is a personalized process that finally makes everything click.
That’s exactly what this session is designed to do.
Bookkeepers record the numbers. I help you understand what your numbers mean — and what to do next.
What is it?
A one-time working session for women entrepreneurs who want to understand their finances, see the whole picture, and know how to reach their goals.
This session gives you that clarity, plus the process you’ve been missing.
This blueprint isn’t a stuffy financial assessment that doesn’t tell you what to do next. It’s an inside-out look at your business finances, paired with a supportive, encouraging conversation where you can ask questions and get answers that actually make sense.
No bro-speak or tech jargon. You’ll walk away thinking, ”Oh. I finally get it now!”
This Session Is a Fit If You Want To…
Better understand what your numbers are actually saying.
Discover the processes and systems that are slowing you down.
Feel calmer and more confident as you plan for the months ahead.
Stop second-guessing whether you can afford your next move.
Know which financial details matter — and which ones don’t.
Have a simple, steady rhythm for reviewing your numbers.
Finally feel like you have someone in your corner who explains things clearly.
Introducing: The Financial Clarity Blueprint
What does it cost?
$395 for a standard financial clarity session.
What’s included:
Two 60-minute conversations
One at the beginning to hear your goals, gather context, and talk through what’s going on now…and one at the end to walk you through the plan so nothing feels overwhelming. Conversations held via Zoom, or in person in Portland, Oregon.
Behind-the-scenes review (2–3 hours)
This is where the magic happens. I look at your financial statements, your current processes, and the way things are structured to make sense of everything and see what’s going on.
Your personalized, easy-to-follow financial blueprint for your business
Nobody has time to read a dense, boring financial document. Instead, I’ll give you a simple, strategic, and prioritized plan that shows:
What to focus on first
What to improve or adjust
What your bookkeeper can handle
What will help you reach your goals faster
Your most significant financial opportunities
How to create visibility so you’re not month-to-month guessing
Women often tell me, “I didn’t realize it could be this simple.”
Want ongoing financial guidance after your blueprint? I’m here for you.
I love supporting my clients long-term with monthly planning, financial strategy, and clear financial visibility so they can continue to grow with confidence.
Why Women Entrepreneurs Choose to Work With Me As Their Financial Coach
Because this isn’t a stiff, corporate CFO experience, it’s a real conversation — personal, thoughtful, down-to-earth, and rooted in genuine partnership.
Women tell me they choose me because:
I explain things in plain language. You won’t get jargon or “finance speak.” Just clarity and calm.
I connect with people. Conversation, communication, and personal connection are my strengths. Talking with my clients and learning from them is where I do my best work.
I help you see possibilities you didn’t know were there. As one client put it after a revenue diversification plan: “I didn’t think of that idea — that’s great!”
I care about your whole business journey, not just one step. My ideal client relationship spans from beginning to end: strategy and execution.
Numbers matter — but so does how you feel in the conversation. My clients feel empowered after our session, never confused, embarrassed, or behind. You’ll always know you’re in a judgment-free space.
And yes — I’m a woman who gets what other women are dealing with. Especially women who didn’t grow up being encouraged to feel confident with money.
Ready to Feel Clear, Grounded, and Confident About Your Business’s Next Financial Moves?
If you’re ready to understand your finances in a way that feels empowering instead of overwhelming, this session is the best place to start.
Book your Financial Clarity Blueprint Session — and let’s make your next financial steps feel clear, doable, and fully within reach.
Here are ways I can provide ongoing financial coaching and strategy after the blueprint:
Monthly Planning Support
Refresh your financial statements and portfolio each month to keep everything current and easy to understand.
Review performance and key metrics to highlight what’s working and what needs attention.
Update your financial forecast so you always know what’s coming and can plan with confidence.
Financial Visibility
Clear, easy-to-read financial dashboards that help you see your numbers at a glance.
Improved key performance indicators (KPI) reporting and month-end reviews so you always know what’s working.
Insight into operational trends that may impact your financial picture.
Ongoing Financial Strategy
Understand the impact of future decisions with clear financial modeling and scenario planning.
Get practical financial strategies that support steady, long-term growth.
See your financial health clearly and where small shifts can create meaningful change.