The 6 Keys to Mastering the Financial Excellence Method

It’s time for you to own your place in this world, and that means getting smart about the numbers. Financial Excellence allows you to find the clues in your financials that lead to the best opportunities for growth so you can grow faster and with less effort.

Participants will learn:

  • To identify and dissolve resistance that stands in the way of financial growth
  • How to navigate financial opportunities and obstacles with clarity and confidence
  • How to truly own your value and have it positively impact your bottom line
  • Stop letting financial goals intimidate you and instead achieve them consistently
  • To transform your relationship with money and the financials in your business

Program At A Glance:

Month 1 – Set Your Financial Goals.
Participants will have the opportunity to declare what they want to achieve through their work in the program. This sets the foundation for clarity of action for the remainder of the program. By the end of this segment, participants will have a high degree of clarity on their financial goals so that they can grow faster and with less effort.

Month 2 – Get Clear on Your Numbers.
You can’t change something until you are present to your current financial picture. It’s like a journey, you know where you want to go, but you first need to know from where you are starting, so you can plan the course you will take. With your finances, the “route”, is the gap – the gap between what you want to achieve, and where you are currently. In this segment, you will get clear on your numbers today. With this work, you will feel even more clear and confident that you can achieve your goals, having faced the reality of your current situation. You’ll feel a huge sense of relief.

Month 3 – Create your Unique Financial Plan.
You will create a specific action plan to achieve your objectives. A streamlined action plan will get you moving faster, open up your mind, and expand your knowledge so that you will get moving faster and let go of outdated, unnecessary actions. This frees up time and money, and ultimately leads to a sense of accomplishment and satisfaction.

Month 4 – Work Your Financial Plan.
Why is this important? A plan is just a pretty picture without action. In this segment, we face the reality of implementing something new in an already business schedule. What do we need to adjust? What do we need to add? The refinements that happen in this segment make your unique plan even more effective and you start seeing results of your efforts faster.

Month 5 – Your Well-Being.
Well-Being is emphasized in this program, and in this section, we dive deeper. As adults, we’ve had many years on creating ideals and ways we relate to our finances – often developing “baggage” that impacts our financial results. You want to create new ideals and new truths that align with what you have created over the first 4 months of the program. In this segment, you will ensure, at the deepest levels, that your plan will be the foundation of your sustainability for years to come.

Month 6 – Next Steps: Create Your Future.
Why is this important? You have in your power to create the life you want to live, so take charge of it! We’re going to look at how your business financials connect with every other aspect of your life so you can cultivate financial excellence everywhere. You can use it today, tomorrow and for the rest of your life! You will get a big picture understanding of how it all works together, and how to have Financial Excellence long-term, leaving you with great confidence and feeling empowered to take your business to the next level!

For a free consultation about the program, please email