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Dear Reader, If you’ve been following me, you know we’re in the middle of moving from California to Utah. We’ve looked at 40+ houses (yes, 40!) and made four offers. Our favorite house? We’re the backup. The first buyers are trying to get what’s called a bank statement loan—which basically means they run a business but don’t have the tax history to prove income yet. They had to show financing by last Friday… and they didn’t. So we thought Monday was our big day. But instead, they decided to gamble $35,000 in earnest money and keep trying. 🙄 Now we wait until September 19th to see if their financing really comes through. Here’s the thing—this whole process has been about pivoting.
And honestly? That’s the magic sauce of entrepreneurship. Things rarely go as planned. You pivot. You adjust. You don’t just keep doing the same thing hoping for a different outcome. But that’s exactly what I see so many entrepreneurs doing with their finances:
❌ Same old habits → Same old problems. If you’re ready to stop repeating the same financial stress patterns, we can help. At Finance MakeOver, we’ll give you the roadmap, systems, and support so you can finally sleep at night—without worrying if payroll or bills will get covered. 👉 Book your FREE Strategic Finance Review today Because in business—just like in house hunting—the ones who pivot win.
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If you’re a passionate entrepreneur with a great service and happy customers, the problem might not be you—it might be your financial systems.💸 It’s time for a Finance MakeOver. We’ll give you the roadmap, tools, and simple strategies to turn your cash-eating business into a lean, green profit machine. Connect with Me.
Hi Reader, As many of you know, I own a short-term rental business in Lake Arrowhead, California — we own a big, beautiful home we host for family reunions, birthdays, events, and even church retreats. 🏔️🏡 This week, a property manager friend called me asking about insurance for her cleaning company. Totally valid question — but as we talked, I realized something that stopped me cold… She had formed an LLC over a year ago for liability protection — but all of her income and expenses were...
Hi Reader, Okay — if you’re reading this, I’m going to assume you either:*** Already opened your Relay account (🎉), or*** You’re about to… because it takes less than 10 minutes. Seriously — you only need: Your EIN Your driver’s license Ownership percentages No long appointments.No endless paperwork.No “bring your firstborn” requirements like Chase. 😅 If you haven’t opened Relay yet, do that first (it’s the easiest part):https://app.relayfi.com/v3/register?referralcode=finance-makeover Now for...
Hi Reader, Karen here — coming to you from our new home in Utah! 🏠We’ve been here about 5–7 weeks now, and we really love it. The neighbors have been kind, our church community has been incredibly welcoming, and it’s already starting to feel like home. But let me confess something… Even though the house was move-in ready, little things I want to “fix” keep popping up — and my first instinct? Spend the money now.Make it pretty now.Don’t look at my envelopes. Don’t check the budget. Just get it...