Watch the replay as I walk through the Agenda for a Monthly Money Date - [REPLAY] The Monthly Money Date™
(45–60 minutes once a week — make it non-negotiable like a client meeting)
Step 1: Open the Energy (5 min — Feminine)
Step 2: Quick Metrics Check (10–15 min — Masculine)
Step 3: Spot the Patterns (10 min — Integration)
Step 4: Choose 1–4 Money Moves (10–15 min — Dual Flow)
Step 5: Close with Wealth Embodiment (5 min — Feminine)
What you need open:
- Accounting software (Xero / QuickBooks / spreadsheet)
- Cashflow Mirror™ / Cashflow / Metrics TAB - [LINK]
- Optional : Use the Black Book CFO GPT - [LINK] (to paste results and help you get more clarity)
Ensure you are in a quiet space, Phone on silent, notifications off, candle, drink, or anchor object. Set a 60-minute timer.