
Profit Foundations
A 4 Week Group Coaching Program for Self-Employed People to organize + grow personal and business income
The Profit Foundations course helps you to be your best boss and organize your finances, pay yourself consistently, and grow your income.
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Hi! I’m Jen
I love helping self-employed people feel confident around their money.
I’ve been an entrepreneur for 18 years with a background in the wellness industry. I am now an Accredited Financial Counselor working with self-employed people, merging the worlds of wellness, business and finance to help biz owners reach their goals of financial independence.
Together we’ll create sustainable systems so that you can pay yourself consistently and start seeing your profits soar!

You love being self-employed, but...
- you're not a numbers person, and get really stressed out about money and finances
- you don't have a system in place to pay yourself consistently
- you get really stressed out about taxes
- you want to start planning for retirement and a work optional future
- you truly crave clarity and organization around your finances so that you can reach your biz and personal goals
How Does It Work?
- Call Dates:
- Wednesday: October 25th @ 2pm ET
- Wednesday: November 1st @ 2pm ET
- Wednesday: November 8th @ 2pm ET
- Wednesday: November 15th @ 2pm ET
- Bonus call: Wednesday November 22nd @ 2pm ET
- Live education with replays of all calls available
- Personal Budgeting System
- Paying Yourself Spreadsheet Template
- 12 Month Business Revenue Forecast
- 4 weeks of access and support with Jen
- Connect with an incredible group of business owners to support, learn and grow with
All meetings are held virtually over Zoom.
Access to session records, notes, and templates
Group Slack for the duration of the 4 week course.
Schedule for Profit Foundations
- Week 1 (Examine): Intro Session | Financial Assessment + Overview | Goal Setting
- Week 2 (Embody): Pricing | Offerings | Revenue Projections
- Week 3 (Energize) Systems | Record Keeping | Accounts
- Week 4 (Expand): Monthly Habits + Repeatable Systems | Next Steps
- BONUS CALL: Connecting Biz + Personal Finances | Q+A Strategy Call
Cost: $375
"After starting my own business feeling really isolated and unsure, Profit Foundations was exactly what I needed. The content from the course was really helpful and saved me lots of research time, but even more meaningful was the adaptability of the group setting. I was able bounce my logistical questions off of not only Jen, but the other thoughtful business owners in the group.
The course provided a framework for all of us, no matter where we were in our business journey. I am still turning back to the resources and information as I spend more and more time building out my business, but my favorite takeaway was feeling supported by someone who has been where I am. Approachable, helpful, and a worthwhile investment even when just starting out!"
Virginia Strong, Doula
What you'll achieve after completing Profit Foundations
- Clear Vision: You'll have clear insight into your business and personal finances, complete with overview spreadsheets
- Managing Systems: You'll learn different management systems to help you stay organized month over month
- Revenue Distribution: You'll decide how much to pay yourself, how much to put away, and how much to put back into the business
- Basic Tax Education: You'll learn how to plan ahead and save for annual and quarterly taxes
- Retirement Savings: We'll cover the basics of opening a tax advantaged retirement account ---> available to self-employed people
- Forecasting: You'll learn how to manage project or client load based on your capacity and revenue goals
- Variable Income: You'll learn how to implement a system to enable you to pay yourself a consistent salary, even when your revenue is variable.
Frequently Asked Questions
- What is an Accredited Financial Counselor?
- What is your training and background?
- I’m a business owner but also need help with personal finance. Is this the right program for me?
- Do you prepare taxes or offer bookkeeping services for business owners?
- Do you sell any financial products?
- Do you offer sliding scale or discounted rates?