Coaching

A financial system built around your freelance income.

Six months of working sessions to put your taxes, savings, and cash flow on autopilot — so a slow month doesn’t turn into a financial crisis.

Investment — Coaching is a flat quarterly retainer, priced based on your income and how much needs to be built from scratch. We’ll land on a number on the intro call — no surprises, no upsells.

What’s Included

A tax form marked with red quarterly filing deadline stickers

Tax calendar & quarterly estimates

Every deadline calculated and calendared, so nothing sneaks up on you.

A glass jar of coins beside a stack of cash, representing a savings buffer

Income buffer system

A savings structure sized to your actual income swings, not a generic 3-month rule.

A hand writing an upward-trending figure on a notepad beside an open laptop

Pricing & cash flow review

We look at what you charge and when it lands, and fix the gaps.

A close-up of a bookkeeping spreadsheet with rows of financial figures

Bookkeeping setup

A simple system you’ll actually keep using after we’re done.

Coaching

Frequently Asked

Who is this for?

Freelancers and independent contractors with irregular income who want real financial systems, not generic budgeting advice.

How much time does this take?

Plan on one 45-minute call a month, plus a few hours upfront to set things up.

Do you handle my actual tax filing?

No — I build the systems and calendar; you (or your accountant) still file. I’m not a CPA.

Can I cancel?

Yes, month to month after the first quarter.

Next Quarter Has Space for Twelve People.

A short call first, so we both know it’s the right fit before any money changes hands.

Response within 2 business days.
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