1:1 Coaching
A financial system built around your freelance income.
Six months of working sessions to put your taxes, savings, and cash flow on autopilot — so a slow month doesn’t turn into a financial crisis.
What's Included
Tax calendar & quarterly estimates
Every deadline calculated and calendared, so nothing sneaks up on you.
Income buffer system
A savings structure sized to your actual income swings, not a generic 3-month rule.
Pricing & cash flow review
We look at what you charge and when it lands, and fix the gaps.
Bookkeeping setup
A simple system you’ll actually keep using after we’re done.
Async support
Message me between calls when something comes up.
Custom spreadsheet toolkit
Built for your business, not a template you have to bend to fit.
How It Works
1
Book an intro call
30 minutes to see if it’s a fit — no pitch, just questions.
2
Financial audit
I review your income, expenses, and current systems (or lack of them).
3
Build your system
We build your tax calendar, savings structure, and cash flow view together.
4
Ongoing calls
Monthly check-ins to adjust as your income changes.
Investment
Coaching is a flat quarterly retainer, priced based on your income and how much needs to be built from scratch. We’ll land on a number on the intro call — no surprises, no upsells.
Frequently Asked
Who is this for?
Freelancers and independent contractors with irregular income who want real financial systems, not generic budgeting advice.
How much time does this take?
Plan on one 45-minute call a month, plus a few hours upfront to set things up.
Do you handle my actual tax filing?
No — I build the systems and calendar; you (or your accountant) still file. I’m not a CPA.
What if my income changes mid-program?
That’s exactly what the system is built for — we adjust your buffer and estimates as your numbers move.
Can I cancel?
Yes, month to month after the first quarter.
Next Quarter Has Space for Twelve People.
A short call first, so we both know it’s the right fit before any money changes hands.
The Freelance Finance Brief
One practical email a week. No jargon, no upsells disguised as advice.