THE MONEY FLOW MAP™
You’ve built a great business. Now let’s find out if it’s helping you build the life you actually want.
A 90-day process that connects your business finances to your real life, so you can stop guessing and start deciding.
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$495 • payment plan available
“I LOVE this Money Flow Map™ workbook. For the first time, I feel like I’m in control of my whole financial picture.”
— Laura M., Albuquerque Creative
You are making money and keeping things moving but when you try to see how that money supports your entire life (not just your business), it’s a little fuzzy.
A lot of cash flow tools are built to track the money flowing in and out of a business: revenue in, expenses out, a cash balance projected a few months forward.
But your business is the foundation that supports you: your mortgage (rent), your health insurance, your kid’s tuition, how you contribute to your community.
Your life and P&L are intertwined and the Money Flow Map™ was built to treat them that way. This isn’t just a spreadsheet you fill out alone: it’s a steady, guided process that takes you from not knowing where your money is going to seeing it clearly enough to plan with real confidence.
❇️ Are you ready to stop guessing about future cash?
❇️ Are you craving relief from putting out cash flow fires?
Let’s work together to map out your integrated Money Flow Map.™
The Money Flow Map™ - How it Works
Three steps to a plan you can trust
STEP 1: Simple + Guided Pre-Work (~ 2 hours)
Fill out a personal budget worksheet (with pre-filled categories + notes!)
Send me your 3-month P&L and I map it to the Money Flow Map (if you don’t have one, we use the template)
STEP 2: Guided + Engaging Work Session (2-3 hours)
We build your custom Money Flow Map together, live
We build a realistic 12-month forecast for your business and your life
We run real scenario planning: the “what-ifs and how might we”
STEP 3: Plan the Next Right Actions
Leave with a written and doable plan tied to your goals
Scheduled follow-ups to keep you on track
90 days of one-on-one guidance and check-ins
✓ 60-minute check-in at day 30, to adjust the plan against real numbers
✓ 45-minute follow-up at day 90, to get all your questions answered
✓ Ongoing reminders and email guidance so your Money Flow Map™ stays in full view
THE INVESTMENT
$495
Guided pre-work, working session, your own customized Google Workbook,
email reminders, and 90-days of 1:1 follow-up
2-payment option available: $295 to start $200 thirty days in.
Without financial clarity, it’s easy to stay stuck in reaction mode.
With a Money Flow Map™, you finally know:
✅ What your business needs to earn in order to support YOU
✅ When to invest, and when to pause
✅ How to plan your cash flow with confidence
“I highly recommend this to anyone looking to level up their business, especially in regard to all the numbers. Usually when working on this part of my business I feel frustrated and overwhelmed, but when I meet with Julianna I feel supported, empowered and like I am really learning how to keep up with my finances and grow my business.”
— Cascade, NM Yoga Teacher & Retreat Leader
The magic is in the mundane ✨
The worksheet. The forecast. The follow-up call thirty days later when life has already tried to knock the plan sideways.
Still have questions? Book a discovery call now »