The Pretty Profits System
What You Get Inside this 1:1 Experience
If you are committed to experiencing more clarity around your personal and business finances and understanding how to build wealth.
1. Private Financial Strategy Call
We start with a personalized, one-on-one strategy session where we break down your audit results, clarify your income and goals, and identify exactly where your money needs to be repaired, reorganized, and redirected. This call sets the foundation for your entire financial transformation.
2. Custom 12-Month Financial Blueprint
You’ll receive a fully customized financial plan built around your business model, income, and lifestyle. This includes your new cash flow system, tax strategy, profit plan, income structure, and investment readiness steps — all tailored to help you keep more, grow faster, and operate like a true CEO.
3. Personalized Tax & Profit Optimization Plan
Based on your income, expenses, entity type, and current habits, you’ll get a tailored tax-saving strategy and profit allocation plan. This is designed to help you save more money throughout the year, eliminate costly mistakes, and make every dollar work harder for you.
4. CEO Cash Flow System Setup
I’ll walk you through the Pretty Profits method for managing your money with clarity and confidence. We map out where your money goes each month, how to pay yourself properly, how to structure your accounts, and how to maintain clean, organized books — without the overwhelm.
5. Wealth Account Setup + Personalized Investment Foundations
Together, we’ll build the core financial infrastructure you need to grow real, lasting wealth. In this hands-on session, we’ll open and organize the essential accounts that support your long-term financial strategy including brokerage accounts, retirement portfolios, 529 college savings plans, and high-yield savings buckets. You’ll walk away with real accounts in place, properly structured, and fully aligned with your custom financial blueprint. No confusion, no overwhelm... just a solid wealth foundation built with you, step by step.




