12-Month Money Blueprint

You've been dreaming of the next level in business for months...maybe even years! But you don't take the leap. And why? Because you don't know where to start.


The finance industry can feel like an overwhelming maze of confusing terms and complex formulas, making it hard to see the path to sustainable growth.

Our 12-Month Money Blueprint clears the fog, providing a clear, actionable plan.

Our 12-Month Money Blueprint translates your financial data into an understandable and actionable growth plan. We dive deep into your historical data to create a customized budget, set revenue goals, and establish spending boundaries, ensuring you know how much money you have and when you can spend it.

What You’ll Get:

12-month growth strategy

Expense controls

Key performance indicators (KPIs)

Cash management plan

Periodic checklists

On-going support to open office hours with Chelsea

Free access to our self-paced Money Mastery Course

Audit of charts of accounts and financial formatting

On-going support to open office hours with Chelsea

Who the 12-Month Money Blueprint is for…

Law firm owners who are ready to take their business to the next level but need a clear, actionable financial strategy to do so confidently.

Why You Need It:

Having a financial expert to guide and hold you accountable to be able to scale your business with a clear, customized growth plan

Don’t Just Take Our Word For It