KPW Financial Coaching EntityMap

This page lists the topics KPW Financial Coaching covers, how they connect, and passages from its own pages as evidence. Format: EntityMap v1.0.

Updated 2026-10-30 · 18 entities · self-declared

KPW Financial Coaching

Organization

A financial coaching practice founded by a CPA and MBA that serves small business owners, individuals, and couples. It provides personalized money plans, accountability, and expert support to help clients manage inconsistent income, pay down debt, and build savings.

Relations

Evidence

"FIND THE FINANCIAL CLARITY AND CONTROL YOU’VE BEEN MISSING Financial coaching for small business owners who want to stop drowning in the day-to-day and start making their money easier to manage." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"This isn't another DIY course or a generic app. This is a 4-month, 1-on-1 coaching program designed to help you get clear on your numbers, create a realistic plan, and hold you accountable as you put it into action." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"Today, I combine my CPA experience with the compassionate, proactive support of a coach. I don't just hand you a spreadsheet and wish you luck. I help you understand what your numbers are telling us, create a plan that fits your real life, and follow through with support and accountability along the way." Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching

Kim Pike Walters

Person · also called Kim

Founder of KPW Financial Coaching, a licensed CPA and MBA with over a decade of corporate finance experience managing multi-million dollar budgets for Fortune 500 companies. She is also a Financial Coach Academy graduate and a long-time VITA program volunteer.

Relations

Evidence

"For over a decade, I lived the life many strive for: climbing the corporate ladder, earning the MBA, and securing my CPA license while managing multi-million dollar budgets for Fortune 500 companies." Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching
"For over ten years, I’ve volunteered with the VITA program, preparing taxes for lower-income families who needed support navigating a stressful and confusing process. I’ll never forget the client who was so grateful for my help that she wanted to tip me. I politely declined, but that gesture showed me how a little financial help can make a big difference in someone's life." Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching
"Kim Pike Walters, Strategic Financial Coach" How Small Business Owners With Inconsistent Income Can Finally Get Ahead Financially - published by KPW Financial Coaching

Money Confidence Program

Service

A 4-month, one-on-one financial coaching program that includes a 2.5-hour Financial Clarity Session, eight coaching and accountability sessions, and a customized Money Action Plan. It is designed to help small business owners get clear on their numbers, manage inconsistent income, pay down debt, and build lasting financial habits. It is priced at $3,300 for personal finances only or $4,200 for business plus personal finances, and includes call, text, or email access between sessions.

Relations

Evidence

"This isn't another DIY course or a generic app. This is a 4-month, 1-on-1 coaching program designed to help you get clear on your numbers, create a realistic plan, and hold you accountable as you put it into action. A plan built for your specific income, expenses, and goals." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"What’s Included in the Money Confidence Program: 2.5-Hour Financial Clarity Session 8 Coaching / Accountability Sessions Customized Money Action Plan" Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"THE MONEY CONFIDENCE PROGRAM We meet regularly to put your money plan into action, hold you accountable, and work through business and personal money decisions as they arise." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"This is where long-term change happens. This four-month program starts with the Clarity Session, then adds eight 1-hour sessions every other week. That’s 10.5 hours working together, plus implementation support, accountability, a built-for-you budget, and unlimited questions between sessions. Prices: Personal finances only: $3,300 Business plus personal: $4,200" How Much Does Financial Coaching Cost? - published by KPW Financial Coaching
"Eight 1-hour sessions, every other week Call, text, or email access between sessions" How Much Does Financial Coaching Cost? - published by KPW Financial Coaching

Clarity Sessions

Service

A single 2- to 2.5-hour one-on-one coaching session that gives clients a snapshot of their income, expenses, and debt along with prioritized, personalized next steps. It is offered as an alternative for clients not ready for the full 4-month program. It is priced at $600 for personal finances only (2 hours) or $800 for business plus personal finances (2.5 hours).

Relations

Evidence

"That’s why I offer Clarity Sessions. In just 2.5 hours, you can finally: 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." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"If you want quick support, check out my Clarity Sessions. They’re 2 - 2.5 hour sessions that can help you get a personalized plan without the 4-month commitment." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"A one-time session focused on your biggest financial opportunities and the plan that helps you make progress right away. It runs 2.5 hours when we cover business and personal finances, and 2 hours when it’s personal finances only. Prices: Personal finances only: $600 Business plus personal: $800" How Much Does Financial Coaching Cost? - published by KPW Financial Coaching

3 Money Musts Guide

biz:FreeGuide · also called 3 Step System to Manage Your Business Finances

A free downloadable guide for small business owners covering a three-step system to manage business finances, tax-savings tips for entrepreneurs, and simple budgeting guidance. It is intended to help owners feel more confident paying themselves, saving for taxes, and creating a basic business budget.

Relations

Evidence

"This guide will help you feel more confident paying yourself, saving for taxes, and creating a simple budget for your business. FOR SMALL BUSINESS OWNERS 3 Step System to Manage Your Business Finances: Simple, easy-to-implement steps that will help you feel more in control of your finances. Tax Tips for Entrepreneurs: A simple system that will help you proactively save for your business taxes. Budgeting Tips: Not the super restrictive kind of budgeting, the simple kind that helps you stay on track." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"MAKE PROGRESS INSTEAD OF WONDERING WHERE TO START. You started your business to help people, not to stress over money. This free guide will give you clarity on your next steps, so you can see what’s possible when you feel more confident managing your money." Free Guide | How to Manage Business Finances - published by KPW Financial Coaching

5-Step Business Debt Plan

biz:FreeGuide

A free guide tailored to small business owners with irregular income that explains the four numbers needed before making extra debt payments, how to calculate available funds for debt payoff, and how to turn a debt payoff strategy into a monthly plan.

Relations

Evidence

"Discover the 5-Step Business Debt Plan Built for Small Business Owners With Irregular Income The 4 numbers you need to know before making a single extra payment, so you can see exactly what you're working with How to figure out how much is truly available for debt payoff, so you’re not putting the debt right back on your card next month How to turn your debt payoff strategy into a monthly plan, so you have a clear path forward even when income changes" Free Guide | 5-Step Business Debt Plan for Small Business Owners - published by KPW Financial Coaching

Financial Situation Assessment Call

Service

An initial consultation offered before the Money Confidence Program where the coach and prospective client share goals and challenges and conduct a deep dive into income, expenses, debt, and savings. The call results in a prioritized, personalized money plan.

Relations

Evidence

"THE FINANCIAL SITUATION ASSESSMENT CALL We start with a conversation to share your goals and challenges. This is a zero-pressure space to get to know each other, ask questions, and see if we’re the right fit to work together. We do a deep dive into your current financial landscape: income, expenses, debt, and savings. We’ll prioritize your goals and map out how to get there with a personalized money plan." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching

Customized Money Action Plan

biz:Deliverable · also called personalized money plan

A written plan built around a client's specific income, expenses, and goals that prioritizes next steps and serves as the foundation for ongoing coaching sessions. It is a core deliverable of both the Clarity Sessions and the Money Confidence Program.

Relations

Evidence

"A plan built for your specific income, expenses, and goals. Financial expertise from a CPA with years of budgeting and forecasting experience Support to help you prioritize what to tackle next and hold you accountable as you put your plan into action." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"The Money Confidence Program is so much more than just creating a budget. You'll have a system built specifically for YOUR life, not a cookie-cutter template." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching

Small Business Owners

Concept · also called entrepreneurs

The primary client group for KPW Financial Coaching, characterized by inconsistent or irregular income, combined business and personal finances, and limited prior financial education. The pages also note the practice serves individuals and couples for personal finances.

Relations

Evidence

"Inconsistent income makes traditional budgeting feel impossible. You want to enjoy your life now while also saving for the future, but the slower months bring a wave of 3 AM anxiety. You’re an expert at what you do, but no one ever taught you how to manage your business and personal finances." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"While my specialty is helping small business owners with their business and personal finances, I also help individuals and couples with their personal finances." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching

Inconsistent Income Management

Concept · also called irregular income

The challenge of managing finances when business revenue fluctuates month to month, making traditional budgeting templates ineffective. KPW Financial Coaching addresses this by building reserves and creating plans that adapt when income or priorities shift.

Relations

Evidence

"Inconsistent income makes traditional budgeting feel impossible. You want to enjoy your life now while also saving for the future, but the slower months bring a wave of 3 AM anxiety." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"I'll help you build in reserves so slower months aren't so stressful." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching
"How Small Business Owners With Inconsistent Income Can Finally Get Ahead Financially Why Am I Making Good Money, but Have Little to Show for It? Traditional budgeting advice doesn't work for small business owners" How Small Business Owners With Inconsistent Income Can Finally Get Ahead Financially - published by KPW Financial Coaching

Debt Payoff

Concept

The process of systematically eliminating credit card and business debt, which is one of the primary financial goals addressed in KPW Financial Coaching programs. Client testimonials cite paying off all credit card debt in as little as four months through the program.

Relations

Evidence

"“Before working with Kim, I was overwhelmed by credit card debt and didn’t know how to get out. I felt stuck and frustrated trying to manage everything on my own. Kim helped me create a plan that finally made sense and kept me accountable every step of the way. In just 4 months, I paid off all my credit cards and started saving for the future. Now I feel confident and in control of my money.”" Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"Discover the 5-Step Business Debt Plan Built for Small Business Owners With Irregular Income The 4 numbers you need to know before making a single extra payment, so you can see exactly what you're working with How to figure out how much is truly available for debt payoff, so you’re not putting the debt right back on your card next month How to turn your debt payoff strategy into a monthly plan, so you have a clear path forward even when income changes" Free Guide | 5-Step Business Debt Plan for Small Business Owners - published by KPW Financial Coaching

Financial Clarity and Control

ProprietaryTerm · also called financial confidence

The outcome KPW Financial Coaching aims to deliver, described as knowing where money is going, having a realistic plan, and feeling empowered to make money decisions. It contrasts with the anxiety and confusion clients experience before coaching.

Relations

Evidence

"READY TO DITCH THE FINANCIAL ANXIETY FOR GOOD? You’re already making good money. Now, let’s help you feel more in control of it. Whether you’re an entrepreneur navigating inconsistent income or are ready to finally crush your debt, your first step is a simple, judgment-free conversation. Let’s see what’s possible when you feel more confident managing your money." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching
"YOU DESERVE CLARITY & CONFIDENCE WITH YOUR MONEY. You're here because you know that it's time to take action. Continuing to go it alone is only going to keep you in the exact same spot you're currently in. Now is the time to get a clear plan, expert support, and momentum that will carry you through achieving your money goals." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching

Value-Based Budgeting

Methodology · also called value-based approach

An approach to spending and budgeting that aligns financial decisions with what the client personally values rather than applying rigid or generic rules. A client testimonial describes this as helping them align spending with what really mattered and hit savings goals within three months.

Relations

Evidence

"Kim’s methodical, value-based approach helped me align my spending with what really mattered. Just 3 months into the program, I was already hitting my savings goals." Financial Coach | Financial Coaching for Small Business Owners - published by KPW Financial Coaching

Financial Coach vs. Financial Advisor

Concept

A distinction made by KPW Financial Coaching to clarify its scope: a financial coach focuses on budgeting, debt payoff, spending habits, and building savings, while a financial advisor primarily focuses on retirement planning and managing investments.

Evidence

"While a financial advisor primarily focuses on retirement planning and managing investments, a financial coach helps you with budgeting, paying off debt, spending habits, and building savings. Learn more about the difference between a financial coach and a financial advisor." Money Coach | Financial Health Coach for Your Business - published by KPW Financial Coaching

VITA Program

Organization · also called Volunteer Income Tax Assistance

A volunteer tax preparation program through which Kim Pike Walters has prepared taxes for lower-income families for over ten years. Her experience there contributed to her decision to leave corporate finance and focus on helping everyday people with their finances.

Evidence

"For over ten years, I’ve volunteered with the VITA program, preparing taxes for lower-income families who needed support navigating a stressful and confusing process. I’ll never forget the client who was so grateful for my help that she wanted to tip me. I politely declined, but that gesture showed me how a little financial help can make a big difference in someone's life." Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching

Financial Coaching Cost

ProprietaryTerm · also called financial coaching pricing

The published cost of one-on-one financial coaching with KPW Financial Coaching. The Clarity Session is $600 for personal finances only or $800 for business plus personal finances. The four-month Money Confidence Program is $3,300 for personal finances only or $4,200 for business plus personal finances.

Relations

Evidence

"I keep my offers simple. You can start with a one-time session or commit to deeper support through my four-month program." How Much Does Financial Coaching Cost? - published by KPW Financial Coaching
"A one-time session focused on your biggest financial opportunities and the plan that helps you make progress right away. It runs 2.5 hours when we cover business and personal finances, and 2 hours when it’s personal finances only. Prices: Personal finances only: $600 Business plus personal: $800" How Much Does Financial Coaching Cost? - published by KPW Financial Coaching
"This is where long-term change happens. This four-month program starts with the Clarity Session, then adds eight 1-hour sessions every other week. That’s 10.5 hours working together, plus implementation support, accountability, a built-for-you budget, and unlimited questions between sessions. Prices: Personal finances only: $3,300 Business plus personal: $4,200" How Much Does Financial Coaching Cost? - published by KPW Financial Coaching

Recommended Money Tools

ProprietaryTerm · also called tools I love and recommend

Tools and resources that Kim Pike Walters recommends to clients: YNAB (You Need a Budget) as a budgeting app, Capital One for a high-yield savings account, US Bank for a business checking account, and the book Profit First as a method to manage business finances.

Relations

Evidence

"Tools I love and recommend: Capital One High-Yield Savings Account No minimums and no monthly fees. YNAB Budgeting App Plan ahead for your spending US Bank Business Checking Account No monthly fees. Profit First Book Recommendation Method to manage business finances" Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching

Press and Podcast Appearances

biz:MediaAppearances · also called featured in

Podcast interviews and press features with Kim Pike Walters as the guest, including the Life Chapters Podcast, The Trades Podcast, the Gratitude Geek podcast, the Unlocking Commerce podcast, the Financial Freedom and Wealth Trailblazers Podcast, and a September 29, 2025 SDVoyager interview.

Evidence

"Kim Pike Walters on the Life Chapters Podcast, Ep. 32: Redefining Success Kim Pike Walters on The Trades Podcast, Ep. 212: Financial Fundamentals" Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching
"Kim Pike Walters on the Gratitude Geek podcast: Pay Yourself Consistently as a Solopreneur Kim Pike Walters on the Unlocking Commerce podcast: What does it actually cost you to not know where your money is going?" Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching
"Kim Pike Walters on the Financial Freedom and Wealth Trailblazers Podcast: Where Is Your Money Going? Track It and Reach Your Financial Goals" Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching
"SDVoyager interview, September 29, 2025: Exploring Life & Business with Kim Pike Walters of KPW Financial Coaching, LLC" Business Finance Coach | Small Business Financial Coaching Services - published by KPW Financial Coaching