🌈 Primary Goals

  • Streamlined systems

  • Increased income

  • Plan for the rest of the year - money and schedule

See detailed notes below

Total time: 4.5-ish

Time used: 0
Time remaining: 4.5

Wingwoman Punch Card #2 / 3 Sessions

For Treasured Client

♡  Carter ♡ 

3 × 90 minute sessions
Or 4.5 total hours
Cost is $610 / 50% off / Payment requested by

Scheduled for:

_♡_ #1 / 1.5 / TBD
_♡_ #2 / 1.5 / TBD
_♡_ #3 / 1.5 / TBD

May include phone + zoom calls, homework, to fill up a punch spot :)

Desires

Clarity
Financial stability
Money freedom
Sacred secrets, sacred respect

No more

IRS taking a long time
Ambivalence
Getting burned out
Hustle
Communicate with lots of effort about what I do

SESSION NOTES

🌈 Date

  • Note

🌈 Date

  • Note

🌈 Date

  • Note

🌈 Primary Goals

  • Streamlined systems

  • Increased income

  • Clarity and ease (no ambivalence, no baggage)

See detailed notes below

Total time: 4.5-ish

Time used: 2.25
Time remaining: 2.25

Wingwoman Punch Card / 3 Sessions

For Treasured Client

♡  Carter ♡ 

3 × 90 minute sessions
Or 4.5 total hours
Cost is $1120 / Paid 4.14.26

Scheduled for:

_♡_ #1 / 1.5 / Tue, May 12 ~ 11:30am PST/2:30pm EST
_♡_ #2 / .75 / Tue, May 26 ~ 8am PST / 11am EST
_♡_ #3 / 1.5 / Wed, June 3 ~ 11:30am PST / 2:30pm EST
_♡_ #3 / .75 + / Tue, June 9 ~ 11:30am PST / 2:30pm EST

May include phone + zoom calls, homework, to fill up a punch spot :)

Desires

Clarity
Financial stability
Money freedom
Sacred secrets, sacred respect

No more

IRS taking a long time
Ambivalence
Getting burned out
Hustle
Communicate with lots of effort about what I do

SESSION NOTES

🌈 May 12

  • Time for a new chapter, for realz!

  • Working with both Taurus (earth) nature and with Aries (fire) nature

  • Complex stories and relationship with money

  • Ideas

    • Perhaps cut ties with WA state?

    • Find your money desires - good, ample, extra

    • Keep pursuing getting licensed in DC, to give security, can stop any time

  • Next time-s

    • New job defined, biz-tending, money-tending, calling in new 1-on-1 clients

🌈 May 26

  • Debrief, updates, many decisions and great directions

  • Priority ~ more money, more clarity

  • Setting up the new job, paycheck…and more

    • Still defining desired paycheck, many emotions related to money

    • Listen to all the emotions/voices, and invite more to the committee

    • Getting clear is the solution, no fuzziness

    • Finding what your life costs - finding the numbers that are your allies

    • Numbers can be triggering. No soul death! We will go gently

  • Optional homework: journal (hard stuff, want in life, commit to crafting it) set up new bank accounts in DC (2 checking and 2 saving)

🌈 Jun 3

  • Note

🌈 Jun 9

  • Insight - online classes feel easier!

  • Weekly schedule - you’ve already discovered what works! Refining the model a bit more

  • Building in time for creative work - may need to alternate with groups/workshops

  • Goal » getting to 9 clients per week to bring in the desired gross sales

  • Intensives - how to build so classes progress, and keep the momentum, while also getting breaks?

Reminders

🌈 NOTES & DETAILS


1. Re-establishment of my business in a more official capacity--making sure things are tidy and legal and clear
2. Creating a good income and expense tracking system and getting back in the rhythm of paying quarterly to IRS
3. Getting clear on my offerings and how this relates to my business structure/needs

Note 1
I am hoping to have your help in navigating some of the DC biz bureaucracy and the system here. I hope that feels like it's in your wheelhouse and something we can get to understand together.

Note 2
I am very much ambivalent about if I want to operate as a therapist again, and need some support in thinking through this as it relates to biz structure.

Note 3
I know we may not be able to cover it all in session 1 but I hope we can come up with a clear game plan.

Note 4
My goal for this year is to have more streamlined systems in place so I can increase my income and operate from less ambivalence and baggage.