Client Success
My clients are people who do work that they love. They also love the life they live. This is possible for you, too.
Client Transformations
“Before working with Rachelle it felt like our finances were out of control. We didn’t understand what we were bringing in and what we were spending and it felt too big to get a handle on ourselves. She made it safe to talk about things like how much money you have or that you’ve done a shitty job with retirement planning. We were able to figure all these things out and turn them around.”
- Liz & James Green
LIZ + JAMES
Liz and James are a dual entrepreneur family, both leading their own businesses. When they reached out, it had been a few years since they had received a regular paycheck, employer-sponsored benefits, or a 401k match.
They were unsure how much they could pay themselves and how they could save beyond what their monthly bills required.
PLANNING FOR PROFIT
We started our work by focusing on their personal budget to define how much income their lifestyle requires.
Knowing it had been easy for them to spend when they weren’t tracking their actual costs, I set up systems for them to track their expenses and their net worth. We separated their personal and business expenses and began using the Profit First system to ensure they would take home profit each time they received payment.
More than that, we explored what they wanted to be able to do in life but weren’t doing. For Liz and James that meant spending two weeks in the UK and purchasing annual ski passes without feeling strapped.
GETTING AHEAD
In four months’ time — and without realizing it — Liz and James decreased their spending by 48%.
With my help, they implemented an accelerated debt repayment strategy that cut more than two years off the life of their loans and developed a system to pay themselves monthly. In the end, they sold their house, used the equity to pay down debt, and went on to buy a bigger dream property instead.
If that’s not enough, they began setting aside money for paid vacations, more comprehensive health insurance, and retirement accounts.
Knowing exactly what their goals were and what it took to reach those goals, Liz confidently decided to raise her rates by 50%, freeing up more money to pursue the life she truly desired.
Cut the confusion.
Stop Second-guessing yourself.
Make quick decisions.
CARYN GILLEN
Caryn is a badass business owner who believes in investing in herself, following a proven system, and directing her energy — not trying to reinvent the wheel.
She has no problem setting goals, but she had recently achieved all of the financial markers of success she had set for her business. She wondered what it would look like to dream bigger.
As confident as she was with her approach, Caryn also wanted reassurance that she wasn’t missing anything major with her money.
SUCCESS THROUGH SYSTEMS
After setting up her budget in YNAB we watched as her spending increased — month over month — along with her income. Using this system allowed her to make sure the extra income she brought in was helping her live her best life. That meant splurging on things like massages, decorating her home office, and investing in high-end coach training.
I walked her through the Profit First system and we reviewed the past two years of her profit model and forecasted for the year ahead. That practice gave her the satisfaction of knowing she was intuitively on the right track, could afford to pay herself a regular salary and even give herself a raise.
INVESTING FOR GROWTH
As a result of working together, Caryn realized that as a go-getter, once she met her goals they stopped exciting her. This fact alone helped her breathe new life into her business plan, seeing just how much more it could do for her life than she ever imagined.
Knowing her numbers allowed Caryn to increase the amount she and her husband contributed to their retirement and gave her the green light to go ahead as planned, investing in more coach training with zero guilt or regret.
She also learned how much income she would need to bring in to reach her personal goals. Connecting those dots reignited her passion for her business.
Not even a year later she went on to change her entire business model, taking on additional risk, all because she knew what her baseline numbers were.
“I feel the success and I love this plan. Thank you for all of your help, tech support, and hand-holding over these months. It has been important work for me to do and helped me adjust my mind around being boss!”
- Caryn Gillen
