HIGH-LEVEL CFO ADVISORY PARTNERSHIP
$1M CEO ready to harmonize their Financial Reality with their Highest Vision.
You’ve built a business - actually a “legacy” (a business that makes an impact). Your revenue is crossing the seven-figure mark and your systems are tightening. But you know that "making more" isn't just about spreadsheets—it’s about energetic capacity.
You don't need a bookkeeper to tell you what you spent. You need a Financial Visionary who transforms your financial reality into a strategic roadmap, empowering you to navigate and realize your next-level business vision.
Operates in Integrity: Your business and personal finances are strictly separate. You value transparency as much as profit.
Values Precision: You use QuickBooks (or another accounting software), your books are reconciled monthly, and you treat your financial data with the respect it deserves.
Seeks the "And": You want the logic and the magic. The strategy and the soul. The ROI and the Alignment.
THE CONTAINER
The Manifesting CFO is a high-level advisory partnership designed to act as the bridge
between your physical bank account and your metaphysical goals.
THE FEMININE
Quarterly Abundance Sessions - We go beyond the numbers to do the "Inner Work." We clear the glass ceilings of your current wealth bracket, regulate your nervous system for higher-level scaling, and set intentional energetic targets for the next quarter.
Intuitive Wealth Advisory - Numbers tell a story. I help you read between the lines to identify when it’s time to lean into expansion and when your business needs a season of integration.
THE MASCULINE
Monthly "Quantum Growth" Analysis - A comprehensive review of your P&L, Balance Sheet, and Cash Flow. You’ll receive a Confidential Video Analysis and a high-level report that distills complex data into actionable wisdom.
The Legitimacy Guardrail - As your CFO, I ensure your "Legitimacy Factor" remains bulletproof. We maintain the structural integrity of your business so you can stay in your zone of genius without the "tax-stress" hangover.
Monthly Financial Review: Deep-dive analysis and video walkthroughs.
Quarterly Group Strategy: Intimate sessions focused on money mindset and energetic scaling.
The Legacy Library: Instant access to DIY courses and resources for financial sovereignty.
Direct Access: A confidential line for high-stakes decision-making and "gut-check" advisory.
Note: This is an Advisory and CFO partnership. We require your bookkeeping to be managed by a dedicated professional (or we can recommend one) to ensure our time is spent on high-level growth, not data entry.
$15,000 / Year or $2,000 / Month
This is for the visionary who views their CFO not as an expense, but as the architect of their next level.
THE "MUST HAVES" FOR ENTRY
Approaching $1M annually (or exceeding).
Clean
Business and personal accounts are separate.
The Tech
Accounting software (QuickBooks online is preferred).
The Rhythm
You (or your team) provide timely info and monthly reconciliations.
We only accept a limited number of Soulmate Clients to ensure each legacy (more than a business) receives the energetic focus it requires.
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