Take Charge Of Your Finances and Get Ready For Massive Breakthroughs!
Inside this workshop, I'll help you craft your "Wealth Wheel" to paint a clear picture of your financial health in all areas of your life.
I'll show you how to assess where you are now, decide what you want the most, and create a clear plan to get there. And in the areas of your financial life that matter the MOST.
What does this mean, and how will I help you create financial breakthroughs?
Let's talk about that now!
Struggling To Set and Achieve Your Financial Goals?
You're NOT alone...
If you want to make change, it's all about setting CLEAR GOALS and taking MASSIVE ACTION to create the financial life you desire.
Of course, I'm pretty sure you've heard all that before! So if that's all there is to it, why do so many entrepreneurs still struggle to get ahead?
Sometimes, no matter how much you think you want change, you might not know where to start. And if you don't get started, nothing much changes.
I've found this is especially true with entrepreneurs and money!
Sure, you want to make more money, manage it better, and build your financial future.
But if you don't have a plan, it's SO easy to stay stuck in familiar money habits and patterns. Which gives you the SAME results.
The key to real change is assessing where you are now, deciding where you want to go, and making an achievable plan to get there.
This is where the Wealth Wheel Workshop comes in!
Get ready to get focused, get inspired, and take BIG action in your Financial Life!
Inside this workshop I'll guide you through 8 major areas of your Financial Life. You'll learn how to rate your satisfaction in each area and decide what you need and want in each one.
Then, I'll guide you to create your goals and action steps, so you can take the steps you need to achieve what you desire.
This isn't just an everyday "goal setting" workshop. It's designed to INSPIRE you and MOTIVATE you to make big moves. You'll learn more about who you are, what you want, and how to make it happen.
With my experience as a Wealth Coach and an Accountant, I'm especially familiar with the spaces of finance that really IMPACT your business and life. So I can confidently show you what kinds of moves can help you the MOST.
Then, you'll have the freedom to decide what moves make the most sense to you based on your goals and dreams. And, of course, make a real plan to make them happen!
So who is the Wealth Wheel Workshop for?
Honestly, anyone who wants to increase their wealth and abundance will benefit from this workshop! But this workshop is especially tailored for entrepreneurs who are looking to make more money and build more wealth doing what they LOVE.
What's included?
👉Step-by-step instructions on how to get the most out of this workshop
👉A Printable Worksheet to create your Wealth Wheel
👉A Guided Workshop with me, taking you step-by-step through the Wealth Wheel process
👉Lifetime access to the workshop, so you can revisit it any time you like as your business and life grows and evolves
Here's what you'll get inside the Wealth Wheel Workshop
Wealth Wheel
Available in
days
days
after you enroll
What people are saying about the
Wealth Wheel Workshop...
Amazing introductory course to help you get comfortable with the FEELING behind money. Whether we like it or not money is emotional. This course allows you to check-in and set new intentions to wield money in a way that empowers you."
—Liz Soto
I realize I keep pushing away things that I don't like to see and don't see the reality clearly. This exercise made me realize that debt is not always bad which made me stressed out whenever I see the amount.
Again, it's not permanent either so I can always change the situation whenever I would like. It was very meditative and fun to talk with other participants too. I would definitely do it again next year.
—Lauren Park
This workshop helped me to get a clearer picture of my financial health in all areas of my life and to identify goals and action items for increasing my happiness and my wealth.
—Siri Radha
This 20 minute workshop is an amazing opportunity to understand your relationship with YOUR money. Allowing you to embody your finances by setting intentions to better your money relationship and envisioning how you want your journey to manifest! I recommend this to everyone no matter your situation, you may be surprised on the little things like this workshop can really do for you, just like I was. Thank you Kaylee!
—Jake Spinhirn
A Wealth Wheel Workshop Success Story
For me, doing the pie chart excise was more eye opening than I expected it to be. I didn’t expect to be completing the chart based on my SATISFACTION so sitting with my finances in that space was a great change up to my normal thought process.
Surprisingly, having the wheel filled in (with my magic glitter markers... because glitter) was a stark illustration as to how lopsided my satisfaction was in multiple areas.
These areas I am also the least prepared or participating in so they also cause a significant amount of stress looking towards the future.
As I took more time to reflect on each wedge in the wheel I realized that I’m still living in the trauma of significant past poverty and not actually relaxing into my current reality of plenty.
I’m missing out on the peace of mind that I actually have now because I’m still stuck expecting to loose it.
I constantly fall back into old habits of shame, penny pinching and stress. I can’t even be fully grateful if I’m always worried it’s a temporary situation! So being able to remind myself to live and thrive in my current situation is freeing!
Additionally I didn’t realize how much of HOW and WHERE I spend money is influenced by the people around me! So much of my community live poor. Many by choice living off grid, some by circumstance and others by an almost victimized sense of pride.
We’ve been living a strange life in how we dress, live and shop because there’s this strange taboo about being “comfortable” financially. As if hitting that mark of “we have more than enough” became something shameful since we no longer NEED to shop/live as frugally as possible. I’m. So. Over. It.
Lastly, I’ve done quite a few other workshops pertaining to a wide variety of finance related subjects from buying your first home, debt and budgeting to retirement, but this is the first time I’ve ever been encouraged just to sit and make a space for my honest feelings about MY finances.
I wasn’t asked to make a plan, follow one or to change anything and work towards something specific. I was just invited to take an honest pulse of exactly where I’m at and it was eye opening.
I’m looking forward to trying this exercise again to see where I grow. I already have a list of what I’m NOT going to do anymore. hahaha.
Thank you so much for taking the time and effort to get this up and running for people like me and everyone that will benefit from the simple but solid exercise. Keep doing what you do Kay. You’re making an impact!
—Stephanie Stevens
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