Total time: 9.0
Time used: 1.5
Time remaining: 7.5
Optional Homework for Sep 30
No official homework! Mostly, pay attention to what you LOVE and what you don’t!
Optional, play with Chat GPT for name ideas
Next Up / Around October 1st
Move to Online Scheduler
Block off vacay days
Set up new packages
Weekend and rush fees
New name + Biz license + trade names
Sense of new brand and niche!
Review HoneyBook and decide on systems for booking, invoicing
Your Wingwoman Punch Card #2
For Treasured Client L 🛼🌈💸
6 x 90 minute sessions
Cost is $1872 / Paid in full on 7.29.25
Priorities, projects, desires:
Debt pay-down plan
Biz systems, structures in place (easier job!)
Closer to building wealth projects
Scheduled for:
_♡_ #1 / 1.5 / Tue, Aug 19 ~ 2pm, Zoka
___ #2 / Tue, Sep 30 ~ 2pm ~ TBD/Zoka
___ #3 / TBD
___ #4 / TBD
___ #5 / TBD
___ #6 / TBD
May include phone + zoom calls, homework, to fill up a punch spot :)
NOTES
Aug 19
Updates / and…homework is optional :)
Perhaps ideal clients can shift to people who can use tech, self-schedule, easily pay
Next brand / name / niche will emerge over next 6 weeks… No need to work on it. The biggest thing is to notice what you love, and what you don’t!
“Jenny test” This new practice - How is this best for you? How is this best for clients? Problems? Solutions. (A problem is just a thing to solve, not a reason to not do a thing…)
New pay structure! / Charge by full days and half days.
$700 for full days, 6.5-7 hours
$425 for half days, 3-3.5 hours
If you’re doing an errand for client, time it within your shift window
Work Math /
work 46 weeks a year
gross $$2270 each week
Take-home pay looks like $6000 a month, average
Notes
Sep 30
Notes
Oct
Notes
Nov
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!