For six-figure online entrepreneurs looking to build legacy-level, long-term wealth:
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.
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.
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 ...
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...
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...
All of this is possible for you when you apply the strategies inside The Wealthy and Fulfilled™ Blueprint.
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
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
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.
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.
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 felt empowered. I felt confident. I felt there was a better way to move forward with my money.
-DARA SKLAR
She has shed so much new focus on finances and money and how to invest and how to build wealth."
-DALLIN NEAD
She's very gifted with numbers, strategizing and a level of precision that's done with ease and poise and charisma."
-HERMEISHA GREEN
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:
You’ll Walk Away With …
Phase 2:
You’ll Walk Away With …
Phase 3:
You’ll Walk Away With …
Phase 4:
You’ll Walk Away With …
Phase 5:
You’ll Walk Away With …
Phase 6:
You’ll Walk Away With …
Phase 7:
You’ll Walk Away With …
Phase 8:
You’ll Walk Away With …
Phase 9:
You’ll Walk Away With …
Phase 1:
You’ll Walk Away With …
Phase 2:
You’ll Walk Away With …
Phase 3:
You’ll Walk Away With …
Phase 4:
You’ll Walk Away With …
Phase 5:
You’ll Walk Away With …
Phase 6:
You’ll Walk Away With …
Phase 7:
You’ll Walk Away With …
Phase 8:
Have your wealth bless others and create financial overflow for generations to come.
You’ll Walk Away With …
Phase 9:
You’ll Walk Away With …
Have confidence knowing that your work is being personally and privately reviewed by a CERTIFIED FINANCIAL PLANNER™ Professional.
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.
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.
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:
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 ...
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!
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 …
Have confidence knowing that your work is being personally and privately reviewed by a CERTIFIED FINANCIAL PLANNER™ Professional.
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.
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.
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:
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!
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 …
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 ...
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.
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
If you're considering working with her, do not hesitate ... definitely do it today.
-RENEE HRIBAR
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.