Desired results
One Year Dream-Biz Building
For Katie
1 x 110 min and 3 x 90 min sessions
Scheduled for:
_♡_ #1 / 1.5 / Wed, Oct 1 ~ 2pm
_♡_ #2 / tbd / Fri, Nov 21 ~ 2pm
___ #3 / tbd /
___ #4 / TBD
NOTES
Oct 1
Notes
Nov 21
Notes
Dec
Notes
Jan
Notes
Total time: 9.0
Time used: 9.5 (bonus)
Time remaining: 0.0
Your Wingwoman Punch Card #1
For Treasured Client, L
6 x 90 minute sessions
Cost is $1790 / Paid in full!
Scheduled for:
_♡_ #1 / Thu, May 8 ~ 7:30am ~ Zoka
_♡_ #2 / Tue, May 20 ~ 11:30am ~ Zoka
_♡_ #3 / Tue, Jun 24 ~ 11:30am - 1pm ~ Liz’s House
_♡_ #4 / Tue, Jul 15 ~ 2pm ~ Zoka
_♡_ #5 / Tue, Jul 22 ~ 2pm ~ Zoka
_♡_ #6 / 30 minutes extra time on 5.20.25; 30 min on 6.11.25; 60 minutes on Jul 29 (Bonus 30 min for you!)
May include phone + zoom calls, homework, to fill up a punch spot :)
SEE NOTES BELOW \/
Notes :)
May 8
Prepped for getting car, talked through getting pre-approved
Made talking points for bro/dad/broker
Look at personal bills to see what you can afford
+ More
May 20
Notes
Talked through Pre-Approval loan process
Fears and antidotes
Info needed
Schedule for Liz - recon mission
Documents for auto loan
YTD PnL form
Word doc with notes
Book$ + Biz-tending
Paid IRS bill
Money Garden for 2025 - Monthly Snapshot
Goal to gross $9000 / paycheck $6000
Sent EQ$ to the IRS / $1900
Happy worker and life stuff
Job includes multiple streams of work/income: organizing, dance, Goddess readings
Roommate: make a Handshake Agreement
Jun 24
Directing personal money flow
How to pay all the bills (new, old, and rent check that takes forever) + get some personal money
Using different bank accounts for different buckets
Starting to learn what your life costs
This will guide us when we work on finances for your biz, what to charge
The Liz Way! Decide you want something, take a step (even if scary), then people like you and help! Magic shows up. Beautiful!
WTG on new phone and new tablet!
Jul 15
Set up bill pay!
Desires for money: quietly building wealth
Noticing, honoring all of the many projects and accomplishments!
Ideal clients just wanna pay! They don’t get hung up on the rates, etc.
Idea ~ build for happiness now + the future (don’t rob the now)
Idea ~ it’s not about constantly restricting spending, it’s about earning enough
Idea ~ define your monthly target, live it, love it
Jul 22
North star ~ secretly building wealth :)
More bill pay work
(Need to add a few more notes)
Jul 29
Next desires ~ streamlined biz systems, get out of debt
Time for next version of your job + business!
>> New name/DBA, niche services, make job easier!
>> Homework, get ready for biz license and refining job/biz
Last progressive payment
Idea ~ Let the goodness soak in! Enjoy it! Seasons of challenge, maintenance, and harvest. You’re in a beautiful harvest time!