Learn the simple steps to building your personal cash flow roadmap in this group coaching program.
INTRO TO
PERSONAL CASH FLOW
A Six-week training for Personal Money Coaching
PERSONAL CASH FLOW
A Six-week training for Personal Money Coaching
Your roadmap to consistent personal cash flow and greater feelings of confidence and financial stability starts now!
The stress and hustle of survival mode can come from a lack of data.
Not knowing what to do next to balance your cash flow.
Limited to 15 attendees!
Wednesday Trainings:
June 8, 15, 22, 29 & July 6, 13, 2022
5:30pm-7:00pm Pacific Time
Sessions are recorded for later viewing if you can't attend the live training.
Friday “Office Hours”:
June 10, 17, 24, & July 1, 8, 15, 2022
1 pm-2 pm Pacific Time
Bring your questions to the Office Hours and facilitate deeper learning of the content.
Sessions are recorded for later viewing.
June 8, 15, 22, 29 & July 6, 13, 2022
5:30pm-7:00pm Pacific Time
Sessions are recorded for later viewing if you can't attend the live training.
Friday “Office Hours”:
June 10, 17, 24, & July 1, 8, 15, 2022
1 pm-2 pm Pacific Time
Bring your questions to the Office Hours and facilitate deeper learning of the content.
Sessions are recorded for later viewing.
You’re incredible at what you do.
Your clients tell you how much they appreciate you.
Your clients tell you how much they appreciate you.
So why does business feel so complicated? Why are you stressed about money so often? Or feel like you’re barely surviving an impossible cash flow tidal wave…up one moment with sales and down the next with bills and expenses to pay?
If you’re like most people, you probably can relate to these:
- You feel you can't get ahead financially.
- You don't have a budget and don't know how much you're spending.
- You feel embarrassed (or ashamed) because you think you should have more saved for retirement than you do.
- You worry about taxes, and never feel confident in how much to save or how much you’ll owe.
- You feel overwhelmed by the thought of simply facing your money situation, so you sometimes avoid looking at your bank account altogether.
- You’re working non-stop in survival mode trying to figure out how to make more money, so you can cover your expenses and keep some for you.
- Your credit card bills and other debts keep increasing.
- You’re tired of feeling overwhelmed, like you need an accounting degree to understand your personal cash flow and how to do better.
Imagine if instead you could…
- Look at your money with less stress!
- Feel confident about your money situation
- Have a system in place for every dollar that comes in
- Eliminate debt systematically
- Build an emergency savings for you
- Stop living paycheck-to-paycheck FOR GOOD!
- Simplify your financial decision making processes
- Focus on the parts of the life you enjoy the most
- Increase your net worth faster
Wednesday Trainings:
June 8, 15, 22, 29 & July 6, 13, 2022
5:30pm-7:00pm Pacific Time
Sessions are recorded for later viewing if you can't attend the live training.
Friday “Office Hours”:
June 10, 17, 24, & July 1, 8, 15, 2022
1 pm-2 pm Pacific Time
Bring your questions to the Office Hours and facilitate a deeper learning of the content.
Sessions are recorded for later viewing.
June 8, 15, 22, 29 & July 6, 13, 2022
5:30pm-7:00pm Pacific Time
Sessions are recorded for later viewing if you can't attend the live training.
Friday “Office Hours”:
June 10, 17, 24, & July 1, 8, 15, 2022
1 pm-2 pm Pacific Time
Bring your questions to the Office Hours and facilitate a deeper learning of the content.
Sessions are recorded for later viewing.
During the training we cover:
- Building Your Personalized Budget
- Saving More of Your Hard-earned Dough
- How to get out of Debt
- Life Insurance
- Create a Retirement Savings Plan
- Your Legacy
- Creating Buckets of Money
- Stopping Self-Sabotage
The average American debt (per U.S. adult) is $58,604 and 77% of American households have at least some type of debt.
Some of the most common types of debt in America include credit cards, student loans, auto loans, home equity lines of credit (HELOCs), and mortgages.
Some of the most common types of debt in America include credit cards, student loans, auto loans, home equity lines of credit (HELOCs), and mortgages.
This interactive program is for everyday people who realize there has to be a better way to handle their money and who are ready to take action NOW. It’s action packed, quick paced and it’s time to make a change!
“This past year my husband and I completed a 12 week money coaching session with Summer and it was transformative! Summer was so helpful with regards to goal setting and creating action steps towards our own personal life goals. She spent time really getting to know us and delivered very skillful and effective advice. I looked forward to meeting with Summer every session! The plan we created with her and started implementing has greatly decreased my anxiety around money decisions and has brought us to a whole new level of financial confidence.”
Sarah R. of Sebastopol, CA
Sarah R. of Sebastopol, CA
Hi, I’m Summer Morris.
I help entrepreneurs improve profitability through better money management, financial literacy, and accountability.
I help entrepreneurs improve profitability through better money management, financial literacy, and accountability.
I’m A CPA with over 25 years of experience serving franchise business owners, law firms, service-based businesses, and construction.
I'm also a QuickBooks Online expert,
Dave Ramsey Certified financial coach,
& Certified Fix This Next advisor.
I can help you swap your money worries for wealth building using modern tools and classic techniques.
I'm also a QuickBooks Online expert,
Dave Ramsey Certified financial coach,
& Certified Fix This Next advisor.
I can help you swap your money worries for wealth building using modern tools and classic techniques.
“Summer does what she does out of love and that is obvious. She treated me like an associate, not a sales ticket. She is authentic, genuine and sincere.”
Sandra V.
Sandra V.
This program is for
you if you….
you if you….
- Feel like all your earnings go to day-to-day expenses and you can't get ahead
- Worried you don't have enough saved for retirement
- Avoid opening your bills
- Find money issues are affecting your relationships
- When an unexpected bill becomes an emergency instead of an inconvenience
“Summer is an excellent coach. She is attentive, probing with her questions, holds no punches when it comes to accountability and she brings fun and lightness to some challenging issues.
She is empathetic and you get the sense she has taken the same road as you at one time. That is what makes her such a good listener. I am glad I journeyed through with her. She has helped me change my attitude for growth. She helped me and I would do it again.”
Damilia L. of Healdsburg, CA
She is empathetic and you get the sense she has taken the same road as you at one time. That is what makes her such a good listener. I am glad I journeyed through with her. She has helped me change my attitude for growth. She helped me and I would do it again.”
Damilia L. of Healdsburg, CA
What’s included:
6 Weekly 90-minute sessions live in Zoom (recorded)*
6 BONUS Office Hours sessions in Zoom, for live Q&A (recorded)*
Personal Money Coaching Workbook (.pdf download)
BONUS Access to member-only tools and resources
*Replay access to those who are registered will be provided. (2 weeks after training ends.)
6 Weekly 90-minute sessions live in Zoom (recorded)*
6 BONUS Office Hours sessions in Zoom, for live Q&A (recorded)*
Personal Money Coaching Workbook (.pdf download)
BONUS Access to member-only tools and resources
*Replay access to those who are registered will be provided. (2 weeks after training ends.)
Total value? $3,000
Today's price is $600!
It's time to start improving your money situation and feel relief with your finances.
Unasked Questions
DO I NEED TO HAVE ALL MY NUMBERS AND FINANCIALS IN ORDER TO DO THIS PROGRAM?
While you’ll receive the most benefit and simplicity from having up-to-date books for at least 6 months or prior years, anyone who has a desire to improve their business finances can do this program and will benefit from it! Simply getting the system started and implemented will have drastic effects on your business, your money and your life.
I’M A STARTUP BUSINESS, CAN I DO THIS PROGRAM? IS IT REALLY NECESSARY TO HAVE ALL THESE ACCOUNTS?
Necessary, no, but will it simplify your life as you grow? YOU BET! There’s no better time than starting out to get things in order and ready for growth. In fact, now is the time to get your systems in place, so growth is simple and natural!
HOW DOES THIS COMPARE TO 1:1 COACHING?
A few things to note: This course is less of a financial investment, than working 1:1. The 1:1 coaching allows us to go deeper into your personal money situation, since each session is all about you. But a lot can be learned from your peers in the group coaching program. Plus you'll realize you're not alone in your money situation.
CAN I STILL DO THIS IF I HAVE DEBT?
YES! You can and you should! We’ll talk about debt eliminating strategies using so that you can get ahead.
I ALREADY IMPLEMENTED SOME CHANGES IN MY PERSONAL FINANCES, WHY SHOULD I TAKE THIS COURSE?
First, congratulations for taking the bull by the horns and taking charge of your finances! You’re already a Rockstar! While I certainly can’t promise you anything, I will tell you with the utmost confidence, that you’ll find some areas in which you can improve your money situation.
Individual results vary by client’s goals, intensity, core values and income.
If you’re still unsure if this program is the right fit for you,
email your unanswered questions to hello *at* summermorriscpa.com
email your unanswered questions to hello *at* summermorriscpa.com