Business and financial
clarity
for humans
doing life and
running businesses.
This is the
place for…
Business and financial guidance and leadership support rooted in support, honesty, and real life.
This is for people who want to understand their money, make confident decisions, and build something sustainable without having to perform, prove, or fit someone else’s version of success.
Especially for women and underrepresented people, this space is designed to feel safe, supportive, and fully yours.
Why is this
different?
Because you don’t need another spreadsheet or app.
You need access, clarity, and someone in your corner.Because financial and business knowledge hasn’t been equally shared. It’s been guarded, overcomplicated, and too often shaped in ways that exclude women and underrepresented people.
Open Book is a direct response to that.
This is about removing shame.
Untangling confusion.
And rejecting the idea that success has to look a certain way to count.This is a space where you can learn, ask, rethink, and grow — without judgment and without pretense. It’s an invitation to collaborate and merge your life vision and the financial world in which it orbits to get your money actively working to achieve your life goals.
Get started
Open Book Advisory is designed for individuals and small business owners that are:
Looking for real support. Not judgment, not gatekeeping.
Ready to understand their money and make decisions with clarity and confidence.
Excited to learn about and understand money (and themselves!) at a deeper level.
Because financial spaces haven’t always been built for everyone, this work is intentionally designed for women and underrepresented people who want something different.
Start with a clarity session and build your foundation from there.
Individual
You’re doing “fine on paper” but something feels off. You feel like your money is controlling you, instead of you controlling it.
You’re ready to make decisions that actually support your life, not just your obligations.
Individual Clarity Session: What to Expect
1-hour focused session to review your current financial position and goals, untangle what’s going on, and help you move forward with confidence.
What we’ll do:
Define your relationship with money.
Document your life and financial goals.
Review the components of your personal income statement.
Develop an action plan and timeline for actions and follow-through.
Go forward recommendation for ongoing support and services.
Most importantly, we’ll get inspired and excited! We’ll dispel the bad juju that so often attaches itself to money and take ownership and control of your financial future.
Business Startup
You started something meaningful but the financial side feels intimidating and overwhelming.
You wan to build it right from the beginning, without burning out or guessing your way through it.
Business Startup Clarity Session: What to Expect
90 minute focused session to review your business plan and related financial goals to help you feel reassured as you move your business forward.
What we’ll do:
Review your business plan and financial goals.
Document how your life goals connect with you business plans.
Discuss the various ways to incorporate as a business and understand what each means for your life, financial security, and business / tax structure.
Develop an action plan and timeline for actions and follow-through.
Go forward recommendation for ongoing support and services.
Moreover, we’ll crystalize your vision and get pumped on your future! We’ll identify your hang ups and strengths to help you leave feeling energized and assured about your financial future.
Established Business
Your business is working, but it’s heavier than it should be.
You want clarity, structure, and a way to lead that doesn’t cost you your energy, your time, or your sanity.
Established Business Clarity Session: What to Expect
90 - 120 minute focused session to review your current business position and financial standing to inspire confidence and provide a baseline for how to move forward with clarity.
What we’ll do:
Review your current business position and financial standing.
Discuss how your life goals and values are or are not manifesting via your business.
Review options and benchmark on what financial services cost and provide to understand if you have opportunities to make changes.
Develop a concrete list of goals to get you out of the ‘books’ and get you back to your most valuable place - leading your business.
Develop an action plan and timeline for actions and follow-through.
Go forward recommendation for ongoing support and services.
Best of all, we’ll reignite your confidence in your vision and ensure that your business is set up in the most effective way possible to achieve your goals.
Open Book Advisory is a clarity-centered advisory practice designed for women and underrepresented people who have often been underserved in traditional financial spaces.
A space where all humans building lives and running businesses can come to understand finances, make confident decisions, lead teams with intention, and connect business goals to life goals.
No judgment. Just clarity.