♡

💎 Queen$ Support for Jocelyn

Diamond-Premium Level
Per month:
6 x 90 min sessions/homework
Text convos + responsive calls

Current pattern
2 full sessions with Jocelyn, Fridays at 2pm
2 full sessions with Steph, TBD
+
TBD / Meet with other staff and/or homework

Payment Schedule 🧚

Diamond-Premium / $35,000
$33,600, w/ discounts

Pay in 3 installments
via checks
$11,200

Requested:
Jan 30, 2026 - paid 2.9
April 30, 2026
July 30, 2026

Diamond Year / Feb 1, 2026 - Jan 31, 2027 👯‍♀️

With an early start in January 2026

Support

Texts + quick calls
And
6 Sessions/homework
Allotted hours - 9.0
Hours used - 11.25
Hours left - 0.0

Overage - 2.25

🌈 Month 3 / April 2026

  • Mar 30 / 1.5 / Jocelyn

  • Mar 31-Apr 1 / 1.75 / homework

  • Apr 1 / 1.75 / Jocelyn impromptu

  • Apr 3 / 2.0 / Jocelyn

  • Apr 6 / 1.75 / Jocelyn impromptu

  • Apr 6-7 / 1.0 / homework

  • Apr 9 / 1.5 / Steph

  • Apr 23 / 1.5 / Steph

  • Apr 24 / 1.5 / Jocelyn

🌈 Notes
Mar 30 / Planned - emails to clients
Mar 31 - Apr 1 / - 2 emails (May 1st and Past 3/20 deadline steps) / talking through client scenarios (CA) / Jocelyn has boundaries now!

Apr 3 / Not working with Pam, changing the game on clients, we need to adjust and serve who we can / learning boundaries for next year / chronic stress is the devil / human doing taxes vs. tax machine

Apr 6 / Plan - make work plan, message with clients in groups, trying to offer full service since this is what people expect

Apr 6-7 / Email drafts, also, rude client - consider extension, suggested payment, then fire

Support

Texts + quick calls
6 Sessions/homework

Allotted hours - 9.0
Hours used - 9.0
Hours left - 0.0

🌈 Month 2 / March 2026

  • Mar 6 / 1.5 / Jocelyn ✔️

  • Mar 12 / 1.5 / Steph ✔️

  • Mar 20 / 1.5 / Jocelyn ✔️

  • Mar 23 / 1.5 / Birch ✔️

  • Mar 25 / 1.5 / Jocelyn ✔️ / impromptu

  • Mar 26 / 1.5 / Steph ✔️

🌈 Notes
Mar 6 / Was a wild week! Learning to start work from a calm place (vs. stress). Idea to choose the first thing, then put on post-it or in alarm. Rename “busy season” >> “tax season”. Get out of the house. Move the body for stress. Plan some fun outings.

Mar 20 / Feelings of rage-anger > get them out! With physical activity. Move along to broken printer video and/or shake the body to release and reset nervous system. Tuning your radar to energy-suck people. Tell someone. Wait until after April 15th to learn more about em

Mar 25 / Fix-it plan for the CCH debacle. A small error, just caused a big mess. The idea is NOT that Jocelyn works 20 hours a day. The answer includes the team, a sustainable plan, and then we message clients as-needed. Checked with Birch, and she can get the docs done on time. Move the WA filers to the May 1 deadline.

Support

Texts + quick calls
6 Sessions/homework

Allotted hours - 9.0
Hours used - 9.0
Hours left - 0.0

🌈 Month 1 / Jan-Feb-(and some Mar) 2026

  • Jan 15 / Steph ✔️

  • Jan 29 / Julie ✔️

  • Feb 6 / Jocelyn ✔️

  • Feb 16 / Steph ✔️

  • Feb 20 / Jocelyn ✔️

  • Mar 5 / .5 / homework ✔️

  • Mar 5 / 1.0 / Julie meeting ✔️

🌈 Notes
Feb 6 / Looking young! Hero’s journey. Enjoyed January, staff is working hard. Desires for Year-long Queen$ Support. :)

Feb 16 / Looking at profit on a monthly basis, what we give attention to grows! Ending work at 7pm, for natural motivation in the morning

Mar 5 / Homework, started visual for 2026 visions on Canva

♡ Jenny