case studies

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WHAT CLIENTS SAY

Rachelle is so easy to talk to, and this particular topic can feel a bit personal. I tend to want to keep things close to the vest. But her general tone and demeanor is inviting and incredibly non-judgemental - which is crucial to this type of work in my opinion!
Katie Kaplan
coach & business consultant

GET WHAT YOU WANT

You're done playing small

You don't want to settle

You want an extraordinary life

MORE WORDS... FROM A DIFFERENT KATIE

Rachelle is really thoughtful and gentle about discussing these matters. Money "stuff" can trigger a lot of shame, so I loved that she is sensitive and encouraging and never made me feel like I'd messed up.
Katie
coach for leaders and creatives

MEET LIZ

Liz & James are a dual entrepreneur family, both leading their own business. When they reached out, it had been a few years since they had received a regular paycheck, paid time off, or contributed to their retirement accounts.
 
They were unsure how much they could pay themselves and how they would manage to save after meeting their monthly obligations.
 
We started our work by focusing on their personal household budget to define how much income the lifestyle they wanted to live required.
Liz Green Greengoose Ghostwriting

planning for profit

Knowing it had been a little too easy to spend when they weren’t aware of their actual costs, we set up a system for them to track their expenses and began using a “pay yourself first” system to ensure they set aside profit each time they received payment.
 
Even better, we explored what they wanted to do in life but weren’t yet doing. For Liz & James, that meant traveling to the U.K. to visit her family for two weeks yearly and purchasing season ski passes where they can enjoy their Canadian winter playground.

GETTING AHEAD

In four months time – and without realizing it – Liz & James decreased their spending by 48%!

With my help, they implemented an accelerated debt repayment strategy that cut more than two years off of the life of their loans and developed a system to pay themselves regularly. In the end, they sold their house, used the equity to pay down debt, and went on to buy their dream property outside of town.

They also began setting aside money for paid time off of work, more comprehensive health insurance, and investing in their retirement accounts.

Knowing exactly what their goals were and what it took to reach those goals, Liz confidently raised her rates by 50%, creating even more money to pursue the life they truly desired.

IN HER OWN WORDS

Before working with Rachelle, it felt like our finances were out of control. We didn't understand what we were bringing in and what we were spending and it felt too big to get a handle on by ourselves. She made it feel safe to talk about things like how much money you have or that you've done a shitty job with retirement planning. We were able to figure all these things our and turn them around.
Liz Green
Green Goose Writing

MEET CARYN

Caryn is a badass business owner who believes in investing in herself, following a proven plan, and directing her energy on her client’s results – not trying to reinvent the wheel.
 
She had no problem setting goals, in fact, she had already achieved all the financial markers of success she had set for her business. She wondered what it would be like to dream bigger.
 
As confident as she was with her approach, Caryn wanted reassurance that she wasn’t missing anything major with her money – she didn’t want to get caught with her “pants down” – finding out too late that she should have been doing something majorly different.
Caryn Gillen Wait Loss Coach

SUCCESS THROUGH SYSTEMS

After setting up her budgeting app we watched as her spending increased – month over month – along with her income! Using this system allowed her to make sure the additional income she brought in was helping her live her best life. For Caryn, that meant splurging on things like massages, decorating her home office to match her branding, and investing in high-end coach training.

I walked her through a “pay yourself first” system and we reviewed the past two years of her profit model and forecast the year ahead. That practice gave her the satisfaction of knowing she was intuitively on the right track.

INVESTING FOR GROWTH

As a result of working together, Caryn realized that as a go-getter, she had already met all of her goals – but they had stopped exciting her. When we began to look at the things she wanted to do for herself and her family, she began to get excited again.

Seeing how much she would need to bring in to reach her personal household goals gave her the green light to go ahead as planned, investing in even more coach training with zero guilt or regret and start taking money home on the regular.

Not even a year later she went on to disrupt her entire business model, comfortably taking on new risk because she knew her baseline numbers.

IH HER OWN WORDS

I feel the success and I love this plan! Thank you for your help, tech support, and hand-holding over these past months. It has been important work for me to do and helped me adjust my mind around being boss.
Caryn Gillen
Caryn Gillen Entrepreneur Coach

I'M RACHELLE

I work with life coaches and creative solopreneurs like you who smart to be smart with their money.
 
You have “enough” to meet your needs but it’d be nice to have someone show you exactly how to feel confident in your financial decisions so that you can take more money home and focus on creating the life you dream of.
 
I’ll show you how to make your money work for you so that they can spend more time doing what you love.
 
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