CLARITY SESSION
BUSINESS FINANCIAL COACHING SERVICES
ONE SESSION.
MORE CLARITY.
A personalized, one-on-one financial coaching session designed to help you gain clarity with your finances and create a clear path forward.
ONE SESSION, ONE GOAL.
Whether you’re looking to master your household budget or figure out how much your business can actually pay you, a clarity session is a great place to start.
GET THE CLARITY YOU DESERVE.
BUSINESS FINANCIAL CLARITY SESSION
FOR ENTREPRENEURS WHO ARE MAKING GOOD MONEY, BUT WANT A CLEARER PLAN FOR WHAT TO DO WITH IT.
A 2.5-hour business financial coaching session to help you make sense of your business numbers and how they connect to your personal goals.
During your Clarity Session, we’ll review:
Your business and personal finances
Discuss how much your business needs to pay you
Find opportunities to plan ahead and make faster progress toward your goals.
Investment: $647
WHAT WE’LL COVER:
You’re ready for clarity if…
Money Stress Feels Constant: You’re successful in your career, but you feel like you don’t know how to manage your money well.
You Feel Behind: You see people taking trips, buying homes, and saving for retirement, while you're focused on getting through the month without over-drafting or adding to your credit card balance.
You’ve Tried to Figure It Out Yourself: You've downloaded spreadsheets, tried budgeting apps, and watched videos, but you still don't feel like you're making progress.
You’re Nervous You’ll be Judged: You need an expert to look under the hood without making you feel bad about where you are.
GO FROM OVERWHELMED TO CLEAR IN JUST A FEW HOURS.
A clarity session can help you:
See what's happening with your income, expenses, and debt.
Make sense of your options, so you can stop overthinking every possible path.
Walk away with clear, prioritized next steps tailored to your specific income and lifestyle, not a generic spreadsheet.
Leave the session with the weight off your shoulders knowing you have a realistic plan.
I’m a licensed CPA and MBA with over 10 years of experience in corporate finance. I’ve managed multi-million dollar budgets, but my passion is helping people like you find the balance between enjoying life now and making steady progress towards their future goals.
I combine the financial expertise of a CPA with the proactive accountability of a mentor to help you build the custom roadmap you need to make lasting progress. My goal isn't just to hand you a spreadsheet; it’s to give you the clarity and support you need to feel more in control of your money.
FOUNDER OF KPW FINANCIAL COACHING
Hi, I’m Kim!
MEET YOUR FINANCIAL COACH
READY TO FEEL CLEARER ABOUT YOUR MONEY?
Don’t let another month of guessing pass you by.
Get started with a free 15-minute Q&A call to determine if a Clarity Session is the right next step.
No commitment required. Just a 15-minute chat to see if we’re a fit.