Know Your Numbers

This program uses 2 simple steps to help you take back control of your finances and understand your financial reality so that you can begin to make more positive and proactive financial choices and live a life of financial peace.


This 2-hour VIP Intensive Program is perfect for YOU if:

  • You are a successful individual or couple who is sick and tired of worrying about money and are ready to open your eyes and begin empowering yourself financially;
  • You feel stressed out whenever you think about your finances, and it distracts you from performing at your best in other areas of your life (i.e. work, relationships, etc.);
  • You have a “pay now, worry later” mentality that results in a sinking feeling in the pit of your stomach at the end of each month (usually when you open your credit card statement);
  • You know the way you’re doing things now is costing you financial peace, but you don’t know just how much it is costing you and you need to know once and for all;
  • You are going “through the financial motions” every month and want to do better;
  • You are willing to face your financial truth as it currently stands and are ready to begin living a more financially conscious life (even if you’re scared to do so);
  • You want to understand what you’re doing well financially, and what you could be doing better;
  • You are coachable (meaning that you take advice that you are paying to get without excuses), are willing to receive feedback, and are willing to show up to your session with an open mind;
  • You are ready to stop worrying when it comes to your money, and instead you want to take a brave new step forward toward living in a financially proactive and independent way that allows for choice in all aspects of your life.

This program will help you to:

  • Stop worrying about what might be happening with your money, and instead learn the truth;
  • Understand your “money map” – where your money is coming from & where your money is going;
  • Discover how you can be keeping more of the money you make;
  • Develop a financial “snapshot” of your finances by leveraging easy-to-use and easy-to-follow tools;
  • Start reducing financial overwhelm and stress, and shift toward financial independence and success;
  • Learn 3 key steps you can take immediately to move toward financial independence;
  • Begin to make more informed and more proactive choices with your money;
  • Leverage the experience of an expert to understand your financial opportunities and challenges;
  • Begin to implement routine and discipline in your financial affairs immediately – in just one step!;
  • Sleep better at night knowing you have taken a solid first step to take charge of your financial future;
  • Consciously choose financial independence as your new path.

How we work together during the “Know Your Numbers” program:

  • 1 LIVE Financial Retreat with Beth, where we’ll spend 2 hours together reviewing your financial snapshot and understanding what you can be doing to take immediate financial action.  This 1-on-1 session will provide you with focused and undivided attention to help you see how to be more proactive in your financial life. (Note: If you choose the Virtual VIP Day Option, we will work together over the telephone or Skype.)
  • Pre-Session “Know Your Numbers” Worksheets – In order to help you get the most out of your Financial Retreat, you’ll begin compiling your financial information prior to your session.  You will send this information to Beth in advance of your session for her review and expert analysis.
  • “Done-for-you” Templates, Checklists, and Worksheets – Documenting your finances is simple, fast, and easy when you use easy-to-follow tools!
  • Clear Action Steps that you can take to immediately improve your finances and begin taking charge of your money once and for all.

BONUSES you’ll receive (over $250 in value!!!):

  • BONUS: “Clearing Money Clutter” call  – Before we even meet for your session, you’ll have access to specific tips on how you can start to get financially organized and uncluttered ASAP.
  • BONUS: 20-minute Implementation Coaching Session – During this session, we’ll focus on any questions that arise as you are implementing your action steps after your session is complete.  (Note: This call is typically scheduled about 2 weeks after your Financial Retreat.)

My Guarantee to You:

I invite you to register for this “Know Your Numbers” VIP Intensive Program with complete confidence, and join me for 2 hours that will change your financial perspective once and for all.  Gather your financial information as requested for me in advance, spend your session reviewing your financial information with me, and walk away with a clear understanding of your key current financial opportunities and challenges.

If for any reason you are not thrilled with this program, just let me know by the end of the program and I will take the time to understand what I need to do to exceed your expectations.

This 2-hour meeting has the power to completely shift your perspective toward knowing exactly what powerful actions you can take next to move yourself forward financially.

I am committed to YOU and YOUR success – no matter what! I am passionate about coaching you OUT of financial overwhelm and putting you ON the road to financial independence….and so the only question left is, will you join me on the path to financial success?

Beth Marshall, CPA, MBA

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