THE MONEY PEACE PARTNER™ RETAINER
Ongoing clarity, monthly rhythm, and operations support that keeps your business grounded and profitable.
Your dashboard is the beginning.
When your Money Peace Dashboard™ is built, you’ll have clarity you’ve never experienced before.
But clarity is a living thing.
It needs:
→ updates
→ insight
→ guidance
→ interpretation
→ rhythm
→ awareness
That’s where the Money Peace Partner™ retainer comes in.
This monthly support ensures:
✓ your dashboard stays accurate
✓ your KPIs stay aligned
✓ your decisions stay informed
✓ your business stays grounded
✓ YOU stay in “Money Peace”
This is financial clarity the CEO way:
Simple. Calm. Supportive. Powerful.
The Money Peace Partner™ retainer keeps your numbers accurate, your decisions aligned, your CEO brain supported, and your business growing with intention.
Includes
Weekly dashboard updates
Monthly Money Rhythm Check-In™
Monthly CEO Insight Report™
Monthly CEO Strategy Call
Unlimited Slack support
Quarterly deep-dive review
Light books oversight
Optional bookkeeping add-on
Please Note: For your dashboard to stay accurate and valuable, your books must be updated monthly. You can use your existing bookkeeper, one of my partner bookkeepers, or add bookkeeping to your retainer.
Perfect for CEOs who want:
A calm, grounded back office
Decision support from an operator who gets it
Metrics they can trust
Accountability + consistency
Peace instead of pressure
Investment: $997 - $2,497 per month
Take the Peaceful
Profit Assessment
Operational Magic - where business clarity becomes your superpower
Take the Peaceful
Profit Assessment
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