More With Money Services

Discuss Money Differently. Make Money Meaningfully. Manage Money Intentionally.

 
 
 

Work With Katie 1:1

The 1:1 Kickstarter Session

This 1:1 call with Katie is designed to help you "kickstart" your financial legacy journey with a personal consultation on your business and/or financial situation.

Together, we’ll walk through what your current goals and struggles are and create a roadmap for you to follow to begin taking action. :)

This 60-Minute Session is perfect for any business owner looking for guidance with:

  • Ensuring your business money management foundations are laid (budgeting, financial tracking/bookkeeping systems, making decisions for the money you’re earning, etc.)

  • Evaluating your business strategy to explore opportunities for income growth, scaling your success, optimizing your operations, and more.

  • Discussing your history and behavioral struggles with money so we can identify how you can transform the way you think about, talk about, and manage money.

Here’s How It Works…

  1. Fill out the form below and provide your payment information through the secure checkout to reserve your Kickstarter Session.

  2. You will receive an email from me within a few minutes with the link to book a time slot on the calendar. If you don’t see a time slot that works for you on my calendar, we can work out something custom for you! Just keep in mind that this may require booking a little further out due to scheduling constraints.

  3. When the time comes, we’ll have our Zoom call! The nature of the session is consultative, and I will aim to focus on the bigger picture of your business and/or finances while digging into relevant details as time allows. My goal is to gain a thorough enough understanding of your situation so that, following the session, I can prepare a detailed action roadmap for you!

  4. After our session, you will receive access to the following:

  • A video recording of our session

  • A call summary and transcript

  • A detailed action roadmap with my research and recommendations personalized to your situation based on our discussion

About the Action Roadmap…

I prefer not to rush my decisions and recommendations just to squeeze a service into a time slot. While I will aim to provide you with as much value during our session as possible, know that my primary goal is to gain a thorough understanding of your situation. Following the call, I will take additional time to process what we discussed, conduct any necessary research into the nuances of your circumstances, and prepare a thoughtful, detailed action roadmap for you. This is not just another surface-level service!

A Quick Note About Refunds, Rescheduling & Cancellations…

Refunds are available upon request only prior to our Session. No refunds will be issued after the call has been conducted.

Please reach out at least 24 hours in advance if you need to cancel or reschedule your call time. Your call will automatically be rescheduled once if you are more than 10 minutes late with no prior notice.

On the second late occurrence with no notice, your Kickstarter Session will be forfeited with no refunds issued.

Important Notice:

I am currently on a partial maternity leave, but I’m still available for sessions!
Please just expect slightly slower response times.

Looking for a DFY Budget Solution?

If you’re excited about being more informed and empowered in your financial decision-making, but don’t personally have the time or capacity to track and manage every dollar in and out of your business, look no further! I offer unique done-for-you weekly budget management services to business owners like you.

Looking for a Guest Speaker?

I looooooove sharing the goodness of money management! If you’ve got an audience of online business owners (especially women entrepreneurs), let’s chat! I do podcasts, summits, group workshops, guest masterclasses, and more.

Looking for a unique format for support? Let’s chat about it via email!

katie@morewithmoney.com
or DM me on Instagram