Personal finance coaching for Coaches and Creatives
Make your financial success INEVITABLE
Money management coaching for the passionately self-employed
Find financial freedom while doing the work you love
For service businesses that generate $250K-$1 million in annual revenue
Two 30 minute advising sessions
Written analysis and recommendations
For ambitious entrepreneurs generating six figures annually
Two 30 minute advising sessions
Customized cash flow plan
Must have completed Finance Assessment
Solutions customized to fit your needs
30 to 60 minute weekly, monthly or quarterly sessions
Must have completed Finance Assessment and Cash Flow Planning
Working for yourself is equal parts exhilarating and terrifying. We choose this work and this lifestyle in part because of the freedom it promises; the freedom to do the work we love, wherever and with whomever we choose, and to shatter the ceiling on our earning potential. A solid financial foundation is critical to this life of freedom and unlimited possibilities. And I can tell you that it is not elusive, and it does not have to be terrifying. It can be demystified and mastered, so that you can focus your energy on creating the life you want to live.
My name is Luisa Alberto, Creator of HighFiveSF, and as a small business owner and freelancer turned solopreneur myself, I know how easy it is to lose the forest for the trees. I also know that with clarity and intentional action, anything is possible. Having worked closely with visionaries in the early stages of formation for Bay Area born companies such as Blue Bottle Coffee and Good Eggs, I am skilled at breaking through perceived roadblocks and implementing scalable solutions.
I created HighFiveSF to address a lack of personable support and education around managing business and personal finances; a skill set critical to the success and longevity of any entrepreneurial endeavor. There is no one-size-fits-all solution, and most end up learning hard lessons as a result of costly mistakes. Leveraging 15 years of experience as a San Francisco based Business Operations and Finance specialist, I help you cut through the chaos, understand your current financial position and achieve your objectives (both business and personal). Put an end to financial uncertainty and implement concrete systems that take the guesswork out of money management for good. Expect lots of high fives along the way.
A simple, personalized money plan that finally gives you clarity and control over your personal finances
So, you’ve been working hard and making money but have no idea where it’s going.
You know you need to save but you're not sure how much, where to put it or what you can even afford to set aside every month.
And then there’s the debt you’re carrying around that never seems to go away. Even though you’re making monthly payments, it's gotten out of hand.
How are you supposed to get ahead of the game and plan for the future when you're living month to month?
You feel stuck and unsure what to do because it’s all overwhelming, time consuming and there’s no clear place to start, so you keep on keepin’ on and just hope for the best.
The trouble is, you’re losing sleep and stressed out about every little decision you need to make when it comes to money, to the point where you’d rather stop checking your bank account and live in denial of overdraft fees.
All you really want is to stop worrying about money all the time, know that you’ve got each month covered, that you’re paying down your debt and won’t be totally screwed by the time you’re ready to retire.
You wish you had more flexibility and the option to quit your 9-5, spend more time on your side hustle, with your family, move to a bigger apartment, or even retire early!
I hear you.
I lived paycheck to paycheck for almost 2 decades and know how hard it is to get out of the cycle alone. As a professional working in small business finance and operations for 15 years, I excelled at setting up efficient business systems, but had terrible habits when it came to my own finances.
One major life change (my daughter, Eva) later and the importance of a stable financial future became crystal clear. I have dedicated everyday since to mastering the skill of money management and leverage my learnings to help others transform their lives - and their bank accounts - for the better. For good.
Regardless of how much money you’re making right now, you can learn how to manage it with ease, confidence and clarity. I’m so excited to show you how.
Back on Track in 30 Days is a simple and effective 1:1 program where we create a customized money plan that gives you clarity and control over your finances, so that you can live life with more options and flexibility.
This program consists of:
1 x Pre Session
* A simple form for entering your fixed monthly expenses, along with instructions on which expenses count as “fixed” and how best to capture them.
* You will also submit one financial goal that if you achieved it in the next 6-12 months would dramatically change your life.
* Lastly, you will submit your main challenge to achieving that financial goal.
Completing the form should take about 20 minutes
1 x 60 Minute 1:1 Session
* We will review and confirm your actual monthly fixed expenses vs. variable expenses so you know how much your life actually costs you every month
* We will breakdown your one financial goal into achievable monthly goals that guarantee you can reach it
* We will proactively address your main challenge to ensure that you're able to make real progress
* You will know how much you can actually afford to spend on everything else every month so that you don’t go deeper into debt
1 x Personalized Monthly Money Plan
* You will receive a personalized Monthly Money Plan that outlines exactly how your money needs to work for you every month, along with tips and resources for getting organized and starting right away!
1 x 30 Minute follow up 1:1 Accountability Session
I will email you 10 days after our initial session to schedule an Accountability session where we will discuss the following:
* Did you follow the action plan?
* Are you on track to achieve your financial goal? What have been your challenges and successes?
* Together we will identify one small step you can take to achieve your financial goal even faster.
Click the "Get Started" button to book your 60 Minute 1:1 Session. Once you book, you will receive the required pre-work form to prepare for your first session.
Complete the form and submit no later than 48 hours prior to your first scheduled session.
Following our first 1:1 session, I will email your Personalized Monthly Money Plan that outlines exactly how your money needs to work for you every month, along with tips and resources for getting organized and starting right away!
Two weeks later, I will email you a link to schedule your follow up 30 Minute 1:1 Accountability session.