Business Owners
Get Your Money Under Control in 60 Minutes
Book your 1-hour session and get the only 3 things you need to manage your money:
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Dashboard to see all your finances organized in one clear picture.
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Strategy to budget, save, and invest to reach your goals.
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System to track and manage your money so you always know where it's going.
- This is the best hour I've had in months.
- I would pay 5 to 10 grand for this.
- I definitely see my dream home in sight.
This is for you if
You're running a business and making great money, but...
Your finances are a mess.
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You don't know where your money's going
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Your income swings (sometimes wildly) every month
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You've never really had a budget
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You're not sure what you can afford
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You feel like you should have more money than you do
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You've got a bunch of different accounts and credit cards
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You might have multiple businesses and real estate
Ultimately your money's not organized or structured... and that's exactly what you want.
You want control.
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You want to know where your money's going
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You want to see your financial picture.
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You want to know your numbers:
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How much you're making
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How much it costs you to live
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How much you can take out your business
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How much to set aside for taxes
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How much you should be saving and investing
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You want to know when you can afford things in your business and personal life
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You want to be as good at managing money as you are at making it
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You want a budget, but you need a simple system to manage everything so you're never guessing or playing catch-up.
And the wild part...
You can have all this in 1 hour.
How is that possible?
Hey! I'm Chris
I help 6 and 7-figure business owners get control of their money.
I have a B.S. in Finance and Economics, 7 years experience working with top 1% business owners, and I'm an absolute savage with Google sheets.
But my finances used to be a mess.
Income swinging wildly, no idea where my money was going, and no book, budget, or app gave me what I needed as a business owner with irregular income.
So I built the tools myself.
And 7 years ago, building the same dashboard, strategy, and system for clients took me 30 days!
Today, it takes me an hour.
How?
Reps on reps on reps.
When I started, I didn’t have any templates or systems, so I basically started from scratch with every new client.
Now I’ve done this so many times for so many people that I can organize money and build financial systems in minutes.
60 minutes to be exact.
Here's how this works
1. Pre-Session Checklist
(Budget 1-2 hours)
Once you book a date/time, I'll send you a Google doc with a checklist to gather all your financial info before our session (expenses, accounts, debts, etc).
Heads up, this will be super annoying (sorry). Though most clients say it's eye-opening.
This checklist must be completed at least 24 hours before our session. It's the only way we can accomplish everything during our hour together.
2. Your Money Session
Once we hop on together, we'll look at everything.
Your business, income, expenses, goals, savings, investments, debts, taxes, accounts, credit cards...
It'll be the most thorough deep dive you've ever done into your money.
Next, we’ll finalize your dashboard.
I’ll have most of it built from your checklist before we start, so you’ll see your entire financial picture within minutes.
Then we’ll run through your monthly system to track and manage your money.
And we'll set your strategy as we go so you know how much to budget, save, and invest.
3. After Your Session
Right after our call, I’ll send you a recording of the session along with your finished dashboard.
All together, you'll walk away with the only 3 things you need to manage your money:
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Dashboard to see all your finances organized in one clear picture.
-
Strategy to budget, save, and invest to reach your goals.
-
System to track and manage your money so you always know where it's going.
And if you want support and accountability afterwards, you’ve got it.
You’ll be invited to join The Money Studio, my private group of business owners who manage their money every month.
The Price
In 2020, this took 30 days and I charged $2,500.
Today it's wildly better with 7 years of reps behind it and only takes 1 hour.
Better and faster should cost more, not less.
So why isn’t this $5,000?
Because back then I could only take on five clients a month. Now I can take on five clients a day.
So today I charge $1,000 for this 1-on-1 session.
Which can pay for itself in minutes when clients find thousands leaking every month.
But for 10 more business owners this October, it’s just $500.
Why?
I’m recording a new content series helping business owners get control of their finances. To build some momentum, I’m doing the next 10 for half off.
Use coupon code EARLY500 at checkout for 50% off (only valid for 10 people).
Recording Privacy
I care deeply about your privacy.
1. Your face, name, business name, and clients will be completely anonymous. (As you may have noticed on my social media.)
2. At the end of our session, we'll take a few minutes together. If there's anything sensitive or private you don't want shared, just let me know and I won't share it.
Reviews from 6 and 7-figure business owners
I found Chris at the PERFECT moment! I’m a 7-figure business owner, and even though I take home about 40k per month, we would end the month with nothing to show for it — crazy, I know! I can’t wait to hit my goals even faster with the plan Chris helped me create.
Kyleigh Banks | Digital Business Owner
I had no idea where my money was going. Chris created an incredibly detailed step-by-step action plan for what I needed to do and how I needed to do it. I'm so thankful for what he's put together for me and I cannot recommend him enough.
Dario Medrano | Real Estate Investor
My business and personal finances were all over the place. I had so many different issues I was looking to get sorted out: a house, multiple accounts, credit cards. I just feel amazing and so much more in control of my finances. Work with Chris. Best decision I've ever made in my life.
Deepak Sharma | Marketing Agency
As a business owner, I get really frustrated with my finances. There are so many numbers going on, and I have so much else on my plate that I tend to overlook them. I hired Chris a couple of months ago and I cannot emphasize enough how much peace and clarity Chris has brought to both my business and personal finances.
Doug Cartwright | Author, Coach, & Speaker
Chris created this beautiful dashboard that helped me understand how much I'm making, spending, saving, and how I can optimize my cash flow. 10 out of 10, if you're a business owner who wants more clarity of their finances, you should definitely work with Chris.
Lexie Alford | Top 1% Travel Creator
I've tried to track my finances for years. But it felt like my data was held together by duct tape. Now I know where my money's coming from, where it’s going, and how I’m managing it. Chris' system is powerful and he’s an expert at what he does.
Connor Widmaier, High-Ticket Closer
Want to see what Money Sessions look like?
Questions
What if my finances are too complicated?
They won't be.
I’ve worked with entrepreneurs running five businesses, real estate portfolios, 10+ credit cards, and 40+ subscriptions. The Pre-Session Checklist is what makes it work. You gather everything beforehand, and I build most of your dashboard before we hop on.
I already have a bookkeeper and CPA.
Perfect, keep them.
Your bookkeeper tracks your business transactions and your CPA files your taxes. I show you your entire financial picture, build the structure to manage it every month, and strategize the best way to use your money.
What if I’m terrible with spreadsheets?
That's ok. I kind of expect you to be.
I build simple plug-and-play templates so that even clients who hate spreadsheets find them easy to use. You type in your numbers and let the templates do the rest.
Will you need access to any of my accounts?
No. I never touch your money.
You’ll fill out all your financial info on your Pre-Session Checklist.
Will you give me tax advice?
No, I’m not a CPA (or a financial advisor for that matter).
But we will make sure you're routinely setting money aside in a tax savings account so tax season is never a jump-scare again. Anything beyond that, I’ll tell you exactly what to ask your CPA.
