For six-figure online entrepreneurs looking to build legacy-level, long-term wealth:
Create a personalized wealth system that funds your fulfilled life with ease & flow.
The Wealthy and Fulfilled™ Blueprint is an exclusive wealth coaching experience for six-figure coaches, consultants, course creators and service providers ready to transform business profits into an abundant life of wealth and purpose.
Create a personalized wealth system that funds your fulfilled life with ease & flow.
The Wealthy and Fulfilled™ Blueprint is an exclusive wealth coaching experience for six-figure coaches, consultants, course creators and service providers ready to transform business profits into an abundant life of wealth and purpose.
You’ve built your business but you know you could be doing more with the money you’re making to create long-term financial freedom.
You did the programs. You joined the masterminds. You worked hard. You hustled. You sacrificed time, money, energy, and sanity.
And you made it. You reached your first (or multiple) six-figures … maybe even your first million.
It seems though that none of the strategies you followed to earn the money… show you anything about how to KEEP and GROW it!
No one told you that managing the money you earn would be a whole new skillset!
Figuring out how to build and protect your wealth is confusing, overwhelming and not your zone of genius.
It’s not your fault.
So much of the online entrepreneur world is focused on generating revenue but not so much on what to do with that revenue after you’ve made it. And, harsh truth - many of these people never quite figured it out and ended up back in debt again.
It can be overwhelming …
Figuring out which investments are safe and lucrative without getting scammed
Navigating the tax code so you’re not paying more to Uncle Sam than necessary
Balancing spending for your immediate goals yet saving for future goals
Explaining your business structure to a traditional financial advisor
Knowing where all the revenue made is actually going
Running your business, finding time to enjoy your life and adulting with your money
Many entrepreneurs reach multiple six-figures in their business on pure heart and hustle…
but they don't have that big picture wealth-building strategy in place to translate their business profits into seven-figures of personal financial success.
but they don't have that big picture wealth-building strategy in place to translate their business profits into seven-figures of personal financial success.
(and without that big picture blueprint, it’s natural to wonder when the hustle is going to pay off into a life of fulfillment, ease and flow where your money is working harder for you, than you are for your money.)
But don’t lose hope. You have what it takes to build wealth in a way that feels good to you and allows you to fund your version of a Wealthy and Fulfilled™ life.
You just need some guidance.
You’ve got this. Let me show you how.
Let’s take a ride on the Keepin It Real Bus real quick …
Yay! You’re making money in your biz and movin' on up like George & Weezy. Now you're ready for your money to start working for you, but ...
- You’re hustling like crazy in your business and yet you’re still not feeling any richer in your life
- You’ve tried 729 financial apps. You get off to a good start - but it doesn’t stick. You lose motivation and get stuck!
- You’ve read the blogs, signed up for the challenges and even bought a course or two on personal finance but you feel more confused than ever, trying to piece together how to invest, save and protect your money on your own, with no help
- You know you need some help managing the money you’re making but you want someone who will balance future planning and enjoying life now (after all, you don't want to feel like you can’t rock the latest Louis V if you want to hit your goals)
- You’re feeling ashamed, embarrassed or guilty that your personal finances don’t match the success in your business
- You’re tired of still having “get finances in order” on your to-do list
- You’re secretly worried that your success won’t last so you keep everything in savings … just in case
- You wish someone would just take you by the hand and guide you through each step in order, and that you had a way you could just ask questions about money when you need to.
If any of these statements have you thinking
If any of these statements have you thinking
“How the heck are you reading my mind??!”
then keep reading - you’re in the right place, my friend. 😊
Just picture what you’re going to feel like once you’ve learned to make your money and your mindset work for you …
IMAGINE WHAT IT WILL BE LIKE WHEN YOU...
- Know exactly the type of lifestyle you want and how much to fund it
- Feel excitement, not dread, when logging into your business and personal bank accounts
- Never have FOMO about the shiny new investment strategy of the day or fear of getting scammed
- Understand financial terms like the boss you are without feeling like a fraud
- Have your vision board come to life with ease and flow
- Are the example in your family, among your friends and in your community of building generational wealth
- Take that big vacation without it following you back home
- Write tithe and donation checks that equal what you used to make per month
- Hire the next team member to expand your business without sacrificing your paycheck
- Speaking of … actually receive regular paychecks from your business!
All of this is possible for you when you apply the strategies inside The Wealthy and Fulfilled™ Blueprint.
Just picture what you’re going to feel like when…
You’ve built a personal wealth system that keeps your money working long after it's made.
IMAGINE WHAT IT WILL BE LIKE WHEN YOU...
- Know exactly the type of lifestyle you want and how much to fund it
- Feel excitement, not dread, when logging into your business and personal bank accounts
- Never have FOMO about the shiny new investment strategy of the day or fear of getting scammed
- Understand financial terms like the boss you are without feeling like a fraud
- Have your vision board come to life with ease and flow
- Are the example in your family, among your friends and in your community of building generational wealth
- Take that big vacation without it following you back home
- Write tithe and donation checks that equal what you used to make per month
- Hire the next team member to expand your business without sacrificing your paycheck
- Speaking of … actually receive regular paychecks from your business!
All of this is possible for you when you apply the strategies inside The Wealthy and Fulfilled™ Blueprint.
But don’t just take my word for it:
"Portia has such a unique and personal way of approaching finances and wealth-building for entrepreneurs."
Her work of blending the Enneagram with personal finance and mindset is SO important because most people start a business and then have no idea how to allocate their financial resources. I’ve seen so many people start the business, figure out the management side, and then get lost on what to do with it when it's finally made and in their bank account. Portia guides entrepreneurs on how to make the most of their money in a way that works for them, without the guilt, shame or embarrassment that usually surrounds money.
-JULIE STOIAN
"Portia is able to talk about wealth creation, wise stewardship, and money as a resource in a way that had me giving that ‘church lady amen'"
I’m not a natural numbers girl—learning finances (both for business as an entrepreneur & personal life) has been a test in persistence & patience. Then, Portia takes the stage, starts presenting, and my heart rate hits flutter speed: YES. All the yes. I want what she’s having, please. I checked my mindset at the door & forecasted what’s possible as Portia brilliantly teetered me on the precipice of both contentment & wise management with what I HAVE been blessed with … AND an idea of ‘what if’ and legacy-setting for my children.
-ASHLYN CARTER
"Portia’s approachable manner paired with her years of online business experience and financial expertise take the intimidation factor out of planning for the future."
Finances have always frightened me- I’m usually the type to bury my head in the sand and simply hope for the best… and deal with the consequences later. She helped me see how I don’t have to be a genius Wall Street trader in order to make sure my finances can survive the storms of life. Portia took a subject that has always been scary (and, let’s be honest, shame-inducing for some of us), and she turned it into something palatable, and more importantly, achievable.
-ABBY GRACE SPRINGMANN
You’re ready to take control of your finances and turn your business into a legacy-building machine
but you’ve got a lot of questions!
I know, there can be a lot of questions and confusion if you’re starting to implement financial planning for the first time.
If you don’t have a plan to follow, it can be easy to make some critical mistakes, get off track, and never end up at the finish line [whatever that is for your situation]. Without guidance and support, you will inevitably come up against challenges you didn’t anticipate (but you’re in online business so that’s nothing new to you!)
That’s why I’ve created my personalized, step-by-step wealth coaching experience specifically for online entrepreneurs …
Introducing...
Wealthy & Fulfilled™ Blueprint is a private wealth coaching experience for six-figure entrepreneurs. It’s the ONLY blueprint you need to transform your business profits into legacy-level, long-term wealth.
How it Works:
This is your time to live the exceedingly, abundant life.
Ephesians 3:20
Leveraging my experience and expertise, and your forward momentum, together - we make an incredible team.
Apply now to get an exclusive 1:1 behind-the-scenes tour of the program and personalized wealth game plan.
So much more than just "finances",
here's what they are saying:
"It's important for us to work together and find the plan that works for both of us."
One of the unique things about working with Portia and her financial planning services has been learning about the Enneagram and our numbers and how which helps us understand how we approach life which translates into how we approach money... know that it's going to be a great experience!
-LANDON & JANIECE HILL
"I was blown away by the shame she removed about how we all feel about money ..."
I felt empowered. I felt confident. I felt there was a better way to move forward with my money.
-DARA SKLAR
"She came with so much clarity around systems and finances but also where your mind is ... "
She has shed so much new focus on finances and money and how to invest and how to build wealth."
-DALLIN NEAD
"She simultaneously allowed me to save and invest during this period and increased my net worth by over six-figures ...
She's very gifted with numbers, strategizing and a level of precision that's done with ease and poise and charisma."
-HERMEISHA GREEN
Once a part of Wealthy and Fulfilled™ program
you’ll have access to:
3 MONTHS OF 1:1 COACHING
I'll guide you through my Wealthy and Fulfilled™ Blueprint program covering my 4-prong approach to wealth building and life design. This is exactly how we’re going to ease on down, ease on down the rooooad to creating your personalized wealth system so you can be, do and have whatever you want in life. I’ve designed this private coaching program with both my CFP® and business owner hats on, so you can get the knowledge, confidence and transformation without having to work through yet another course.
Phase 1:
Preparing for Success
Have 100% confidence that you will successfully create your financial transformation.
You’ll Walk Away With …
- Everything you need to have and know to succeed in the program
- Your definition of a wealthy and fulfilled life
- Time mapping strategy to easily integrate the program into your life
Phase 2:
Your Financial Fingerprint
Learn how you interact with money so you can leverage your unique personality.
You’ll Walk Away With …
- An understanding of your Enneagram type
- Knowing how to apply your personality for financial success
- An outline for discussing finances with your spouse/partner
Phase 3:
Train Your
Mind
Create the mindset that allows you to live your version of a wealthy and fulfilled life .
You’ll Walk Away With …
- Your personalized map for changing your habits
- An understanding of how your conscious and subconscious mind impact your financial and life success
- The belief that you can create your reality
Phase 4:
Master Your
Biz Money
Maximize your business cashflow so you are revenue rich AND profitable.
You’ll Walk Away With …
- Your business financials ... tracked
- Your business revenue ... protected
- The SOPs necessary to keep everything running smoothly so your business can continue to fund your lifestyle.
Phase 5:
Maximize Your Personal Money
Learn how to track the money as it flows from your business into your personal accounts.
You’ll Walk Away With …
- A cashflow management system
- Your net worth statement
- Debt management plan
- Established savings strategy
- Your credit maximization plan
Phase 6:
Increase Your Investments
Transform your cash into money-making assets that work harder than you do.
You’ll Walk Away With …
- An understanding of the primary investing strategies
- Your “retirement” plan mapped out
- Knowing how to save for college
- Understanding how fees work
- A plan to hit your passive income goal
Phase 7:
Protect Your Prosperity
Keep the wealth that you've created through strategic planning and preparation.
You’ll Walk Away With …
- A personalized tax minimization plan
- A plan to protect your income, your property and yourself from the unknown
Phase 8:
Plan Your
Legacy
Have your wealth bless others and create financial overflow for generations to come.
You’ll Walk Away With …
- Your generational wealth plan
- An estate plan so the government stays out of your pocket
- A charitable giving strategy
- Knowing when and how to hire your financial team
Phase 9:
Create Your Reality
Work the Biblical laws of abundance to obtain your desires without the struggle.
You’ll Walk Away With …
- A practical guide to mindset and manifestation
- A step-by-step process to transform your dreams into your reality
- The tools to program your mind for financial and lifestyle success
Phase 1:
Preparing for Success
Have 100% confidence that you will successfully create your financial transformation.
You’ll Walk Away With …
- Everything you need to have and know to succeed in the program
- Your definition of a wealthy and fulfilled life
- Time mapping strategy to easily integrate the program into your life
Phase 2:
Your Financial Fingerprint
Learn how you interact with money so you can leverage your unique personality.
You’ll Walk Away With …
- An understanding of your Enneagram type
- Knowing how to apply your personality for financial success
- An outline for discussing finances with your spouse/partner
Phase 3:
Train Your
Mind
Create the mindset that allows you to live your version of a wealthy and fulfilled life.
You’ll Walk Away With …
- Your personalized map for changing your habits
- An understanding of how your conscious and subconscious mind impact your financial and life success
- The belief that you can create your reality
Phase 4:
Master Your
Biz Money
Maximize your business cashflow so you are revenue rich AND profitable.
You’ll Walk Away With …
- Your business financials ... tracked
- Your business revenue ... protected
- The SOPs necessary to keep everything running smoothly so your business can continue to fund your lifestyle.
Phase 5:
Maximize Your Personal Money
Learn how to track the money as it flows from your business into your personal accounts.
You’ll Walk Away With …
- A cashflow management system
- Your net worth statement
- Debt management plan
- Established savings strategy
- Your credit maximization plan
Phase 6:
Increase Your Investments
Transform your cash into money-making assets that work harder than you do.
You’ll Walk Away With …
- An understanding of the primary investing strategies
- Your “retirement” plan mapped out
- Knowing how to save for college
- Understanding how fees work
- A plan to hit your passive income goal
Phase 7:
Protect Your Prosperity
Keep the wealth that you've created through strategic planning and preparation.
You’ll Walk Away With …
- A personalized tax minimization plan
- A plan to protect your income, your property and yourself from the unknown
Phase 8:
Plan Your
Legacy
Have your wealth bless others and create financial overflow for generations to come.
You’ll Walk Away With …
- Your generational wealth plan
- An estate plan so the government stays out of your pocket
- A charitable giving strategy
- Knowing when and how to hire your financial team
Phase 9:
Create Your Reality
Work the Biblical laws of abundance to obtain your desires without the struggle.
You’ll Walk Away With …
- A practical guide to mindset and manifestation
- A step-by-step process to transform your dreams into your reality
- The tools to program your mind for financial and lifestyle success
PRIVATE FEEDBACK ON EVERY PART OF YOUR WEALTH SYSTEM
Have confidence knowing that your work is being personally and privately reviewed by a CERTIFIED FINANCIAL PLANNER™ Professional.
- Every week you will have the opportunity to submit the key components you create inside the program and get individual, private, pre-recorded feedback on it.
- I'll review your personal budget, business cash flow, debt management plan, investments, etc so you’re never navigating this journey alone and you can tap into my thousands of hours of financial experience to avoid common pitfalls and fast-track your progress.
BI-WEEKLY PRIVATE COACHING CALLS WITH PORTIA
You'll be completely supported in your wealth-building journey and never have a question go unanswered with our private coaching calls held every other week.
- Every other week, we have high level coaching calls together. This is where we will discuss financial strategies, overcome challenges, go deep into developing your Wealthy and Fulfilled mindset and fix any issues in your money plans or lifestyle design.
- You'll be able to review every call as they are recorded so you can listen at any time.
ASSIGNMENTS AND RESOURCES
I’ve also mapped out milestones along the way so you can track your progress, stay encouraged and celebrate your transformation throughout the program … not just at the end.
TEMPLATES + EASY-TO-USE TOOLS
Say adios to duct-taping together your money system. I’ll give you a template for different areas of your money that work together cohesively to help you reach your goals:
UNLIMITED VOXER & EMAIL ACCESS
If you have questions or need support in between private sessions, you have unlimited access to me via Voxer (a free walkie-talkie app) and email. This is a great way to get mindset support, more immediate feedback and feel fully supported throughout your entire Wealthy and Fulfilled transformation. You can ask anything, such as ...
- Handling financial conflict with a spouse or partner
- Feelings of guilt, shame or embarrassment that might come up during this process
- What to do if the spending plan goes off track
- And whatever else might come up!
ACCESS TO THE PRIVATE FACEBOOK™ COMMUNITY
Meet other legacy-minded coaches, consultants, course creators and service providers in our private Facebook community. This is a safe space to support entrepreneurs who are ready to make their money work for them - just like you!
- Get support from Portia and our team for feedback
- Ask questions
- Celebrate throughout the program
EXCLUSIVE GUEST EXPERT TRAININGS
While I’m well-trained, I’d be silly to think that I’m the expert in every. single. area. of wealth building. I want to make sure that you get the best information in every area of your finances, so in addition to learning from me, you’ll also learn from guest experts on topics including …
- Acquiring rental properties
- Infinite banking
- Cryptocurrency
- Tax minimization and more!
PRIVATE FEEDBACK ON EVERY PART OF YOUR WEALTH SYSTEM
Have confidence knowing that your work is being personally and privately reviewed by a CERTIFIED FINANCIAL PLANNER™ Professional.
- Every week you will have the opportunity to submit the key components you create inside the program and get individual, private, pre-recorded feedback on it.
- I'll review your personal budget, business cash flow, debt management plan, investments, etc so you’re never navigating this journey alone and you can tap into my thousands of hours of financial experience to avoid common pitfalls and fast-track your progress.
BI-WEEKLY PRIVATE COACHING CALLS WITH PORTIA
You'll be completely supported in your wealth-building journey and never have a question go unanswered with our private coaching calls held every other week.
- Every other week, we have high level coaching calls together. This is where we will discuss financial strategies, overcome challenges, go deep into developing your Wealthy and Fulfilled mindset and fix any issues in your money plans or lifestyle design.
- You'll be able to review every call as they are recorded so you can listen at any time.
ASSIGNMENTS AND RESOURCES
I’ve also mapped out milestones along the way so you can track your progress, stay encouraged and celebrate your transformation throughout the program … not just at the end.
TEMPLATES + EASY-TO-USE TOOLS
Say adios to duct-taping together your money system. I’ll give you a template for different areas of your money that work together cohesively to help you reach your goals:
ACCESS TO THE PRIVATE FACEBOOK™ COMMUNITY
Meet other legacy-minded coaches, consultants, course creators and service providers in our private Facebook community. This is a safe space to support entrepreneurs who are ready to make their money work for them - just like you!
- Get support from Portia and our team for feedback
- Ask questions
- Celebrate throughout the program
EXCLUSIVE GUEST EXPERT TRAININGS
While I’m well-trained, I’d be silly to think that I’m the expert in every. single. area. of wealth building. I want to make sure that you get the best information in every area of your finances, so in addition to learning from me, you’ll also learn from guest experts on topics including …
- Acquiring rental properties
- Infinite banking
- Cryptocurrency
- Tax minimization and more!
UNLIMITED VOXER & EMAIL ACCESS
If you have questions or need support in between private sessions, you have unlimited access to me via Voxer (a free walkie-talkie app) and email. This is a great way to get mindset support, more immediate feedback and feel fully supported throughout your entire Wealthy and Fulfilled transformation. You can ask anything, such as ...
- Handling financial conflict with a spouse or partner
- Feelings of guilt, shame or embarrassment that might come up during this process
- What to do if the spending plan goes off track
- And whatever else might come up!
With me by your side, you’ll level up every part of your life, your money and your mindset.
Join the Wealthy and Fulfilled™ Blueprint and you’ll get a proven, step-by-step process to getting your financial house in order, securing your legacy, and living a purpose-driven life without confusion, overwhelm, or shame.
And it’s designed by a former rocket scientist (yep, I have a PhD!) that built a multiple 6-figure agency, is a CERTIFIED FINANCIAL PLANNER™ Professional, trusted by Fortune 500 companies and helped hundreds of people live a more Wealthy and Fulfilled™ life so if you’re looking for someone to be on your side that understands your industry, knows the financial stuff AND you can trust?? Look no further my friend.
My talent is creating the systems to build legacy-level, long-term wealth while incorporating your individual personality and providing resources to systemize the manifestation of your money and life goals so you can condense the timeline to actually living your Wealthy and Fulfilled™ life.
Together we’ll navigate your financial path, avoid common pitfalls, and discover your unique method to build wealth in a way that feels good to you.
Apply now to get an exclusive 1:1 behind-the-scenes tour of the program and personalized wealth game plan.
Have fun while learning about wealth,
like Halley, Renee and Julia
"She knows so much information but is able to talk about it and make it super easy to understand."
Portia is my go-to financial coach when it comes to money, hands down. She knows so much information but is able to talk about it and make it super easy to understand. And now that she’s combined the Enneagram with her financial genius, it makes talking with my boyfriend about money so much easier.
-HALLEY GRAY
"She is so genuine and when it comes to finances, she releases the guilt and shame from "shoulding" on ourselves."
If you're considering working with her, do not hesitate ... definitely do it today.
-RENEE HRIBAR
"I never knew finances could be so much fun!"
Portia takes what is typically a dry, boring topic and turns it into a lighthearted yet productive session that really shows not only her expertise as a financial planner but also her relatability to the specific struggles and challenges that come with being an online business owner. If you’re looking for someone to help you turn your profits into a fab life, then Portia is the woman to work with.
-JULIA TAYLOR
Plus!
Here are some extra things I do for my clients
Lifestyle Integration Framework
Just like in business, the money is in the follow-up. This additional module will help you easily integrate your new wealth system into your life by helping you map out the routines that will keep you on track for your goals in a way that feels good to you.
Goal Setting Workshop
Learn how to bring your goals to life with ease and flow rather than just setting them and working yourself to the bone to achieve them. We’ll discuss the Wealthy and Fulfilled™ way to get clear on your true desires, not just goals that society and the internets say we should be accomplishing.
How to Create Financial Dashboards
“What gets measured gets improved” and one of the easiest ways to measure your finances is by creating a one-stop shop where you can view your financial progress in one place. I’ll show you how to easily create your own financial dashboard.
Lifestyle Integration Framework
Just like in business, the money is in the follow-up. This additional module will help you easily integrate your new wealth system into your life by helping you map out the routines that will keep you on track for your goals in a way that feels good to you.
Goal Setting Workshop
Learn how to bring your goals to life with ease and flow rather than just setting them and working yourself to the bone to achieve them. We’ll discuss the Wealthy and Fulfilled™ way to get clear on your true desires, not just goals that society and the internets say we should be accomplishing.
How to Create Financial Dashboards
“What gets measured gets improved” and one of the easiest ways to measure your finances is by creating a one-stop shop where you can view your financial progress in one place. I’ll show you how to easily create your own financial dashboard.
Your life before the Wealthy and Fulfilled™ Blueprint …
- Mostly focusing on creating money in the present and totally ignoring your long-term legacy because you’re just trying to maintain your success
- Consistently hustling in your business and not having anything to show for all your hard work
- Not paying yourself a paycheck and wondering where your revenue actually went
- Completely overworked and totally burned out which is starting to take its toll on your health and family
- Making multiple 6-figures but feeling shame around your personal and business debt
- Late nights on YouTube