Sign up for Next Level Money and Reach Your Next Financial Milestone
Rewire Your Financial Identity. Master Your Money. Build Wealth On Your Term
Finally take control of your money, stop the leaks, and create wealth habits that actually stick, without overwhelm or complicated tools.
Next Level Money Mastery is your no-fluff, high-impact reset to rewire old patterns keeping you stuck, Set up easy-to-follow money systems, and build long lasting financial confidence
This is for you if…
You know freedom is important, and you want a clear plan to manage BOTH personal and business finances without the overwhelm.
You’re earning money, but it disappears before you can do anything with it
You’ve been winging it with income and expenses (and it’s catching up)
You avoid “the numbers” because they stress you out
Budgeting apps didn’t work because you’re an entrepreneur, not an employee
You know it’s time to stop playing small with your money
If any of this resonates, you’re not alone. Many successful entrepreneurs find themselves excelling in business yet struggling to bridge the gap between business success and personal wealth.This workshop is designed to change that.
Hi, I'm Simone, CPA
I’ve spent over 20 years helping business owners go from stressed and scattered to clear, profitable, and powerful with money.
I’ve worked as a CFO and advisor for high-growth businesses, startup founders, and entrepreneurs across the globe.
And after seeing behind the scenes, I can tell you: Financial clarity doesn’t come from spreadsheets alone. It comes from simple systems, smarter habits, and a new money identity.
That's why I created Next Level Money Mastery. To give you the tools and the mindset to lead your money, not chase it.
If you’ve been stuck in survival mode, this is your invitation to shift.
Let’s build wealth from the inside out.
Featured In
Next Level Money is more than just money, it's about rewriting your success blueprint.
It’s about creating a profound shift in how you think, feel, and act around business, money and success. Over 3 transformative hours you’ll:
Gain clarity on your financial goals and values, so you know exactly what you’re working toward.
Break through limiting beliefs that have been silently sabotaging your financial growth.
A clear, organized financial framework that supports both business and personal wealth.
Master the Key Financial Levers in your business to hit your business and personal wealth goals.
Create a plan that aligns your business success with personal financial growth.
Learn the tools and mindset habits that build wealth intentionally over time.
"If you're not consciously managing your money, you're unconsciously letting it control you."
Introducing...
Next Level Money Mastery
Next Level Money is a no fluff, go at your own pace training, to help you get the technical aspects of money management down, AND to work on your money mindset.
Part 1: Rewire Your Financial Identity
Stop repeating old patterns and create a new relationship with money. We start by transforming your mindset, beliefs, and emotional connection to money. You’ll uncover hidden blocks, understand how your nervous system reacts to financial stress, and shift your self-concept so you can think and act like the version of yourself who confidently leads their finances.
Identify limiting beliefs and money blocks that sabotage progress
Understand your subconscious money patterns and triggers
Activate your “Curious Explorer” to create new, empowering thought habits
Rewire your financial identity so you can make empowered money decisions
Shift out of scarcity thinking and into wealth leadership
Part 2: Set Up Your Financial Success System
Your money can flow with ease, when you have the right system. This module helps you set up a practical, entrepreneur-friendly financial system. No complicated apps or overwhelming spreadsheets. Just clear, simple steps to get your money organized and working for you instead of draining your focus.
Build sustainable money habits you’ll actually stick to
Learn holistic money management that connects personal and business finances
Know your numbers without shame or fear
Stop flying blind and start leading your money with purpose
Part 3: Know Your Numbers & Plug the Leaks
Clarity creates confidence. Once you have a system in place, it’s time to dig into the numbers and find the gaps. You’ll identify where money is leaking out unnecessarily, apply five simple levers to increase profit, and start seeing tangible improvements in your cash flow.
Learn how to track income, expenses, and profit with ease
Find and fix money leaks that are draining your finances
Use the 5 profit levers to create growth without overwhelm
Complete a “Money Leak Hit List” to stop self-sabotaging spending
Feel empowered and confident reviewing your numbers
Part 4: Designing Your Wealth Vision
Create a clear, motivating vision for your financial future. Wealth isn’t just about numbers. It’s about designing a life and business that reflect your values, priorities, and dreams. This module helps you clarify what holistic wealth means to you and build a 90-day action plan to start living it.
Define what wealth looks like for your unique goals and value
Align your identity, mindset, and daily financial actions
Create a motivating wealth declaration to anchor your new vision
Develop a realistic, powerful 90-day money action plan
Shift from reactive to proactive financial leadership
BONUS: Integration & Wealth Habits
Lock in your transformation with daily practices that build momentum. Mindset and systems only work if you integrate them into daily life.
This module helps you build consistency and stay on track. You’ll learn simple practices like journaling, gratitude, and tapping (EFT) to reinforce your new wealth habits and prevent backsliding.
Establish a daily journaling practice to track insights and wins
Practice gratitude and forgiveness to release money shame and stress
Use Emotional Freedom Technique (tapping) to clear resistance and stay motivated
Cultivate wealth habits that become second nature
Build consistency, momentum, and self-trust in your financial journey
What You’re Getting for Just $69
(Real Value: $327+)
You could spend months trying to DIY this, or you can grab the whole training for less than a new outfit. And this a deductible business expense.
Core Training Modules: 3 short, actionable modules to reset your money system, shift your mindset, and start fresh (Value $197)
Plug-and-Play Money Tracker: Simplified tracker for income, expenses, and profit (designed for entrepreneurs!) (Value $47)
Money Leak Audit Tool: Identify and plug the top ways you're losing cash (Value $37)
Financial Identity Rewire Workbook: Journal prompts + mindset shifts to step into your next-level self (Value $47)
Money System Setup Guide: Learn how to structure your accounts and build a system you can stick to (Value $67)
30-Day Money Moves Plan: Step-by-step momentum plan to help you actually do the work (Value $ 32)
What others are saying:
"A clearer roadmap to success"
Every conversation with Simone leaves you feeling inspired and equipped with a clearer roadmap to success. Her enthusiasm is contagious, fueling you with the energy and motivation to take action. Meeting her has been a game-changer for me; she embodies the perfect blend of beauty, intelligence, kindness, and professionalism. Simone is an exceptional work companion, always ready to motivate and enlighten you on your journey! 10/10 recommend!🌟
- Sofia, Sofia 7 Oficios
"A simplified process set me up for success."
Your knowledge and your insights on how to scale a business and simplify its processes helped me look at my services from a different perspective, allowing me to start applying my expertise into other fields where there are growing business opportunities.
- Liliana F, Language Tutor
"Highly recommend this"
Simone helped me work through a critical decision for my small business, reflecting both on financial and life direction goals. She encouraged me to reflect on inner values, alignment, as well as legal and financial factors. Her wisdom and guidance is an asset to anyone taking a new direction in their small business!
- Kate, CEO Arco Preloved
"My communication improved, and so did my pitch"
Simone' helped me improve my communication style and learn how to pitch effectively. She asks insightful and gives you actionable tips that are tailored to our needs. - Alex, HerStory
Imagine Your Life When You're in Control of Your Money...
There's a lot that can change in your money with focus.
The beauty of this program is that it's focused on the inner and the outer you. You'll develop mindset habits and confidence in yourself that can go through all facets of your life.
You’re tracking your money, and feeling good about it.
You feel proud of your biz and life financial system.
You make financial decisions with clarity, not chaos.
You stand in your worth, and your numbers back you up.
That’s the magic of money mastery. Let’s make that your new normal.
Some other Questions You Might Have
What if I’ve already tried spreadsheets and failed?
This isn’t about perfection, it’s about progress. You’ll get a done-for-you structure and guided prompts to help you actually use it.
Do I need to be “good with numbers”?
Not at all. This is built for entrepreneurs and creatives who want a clear, supportive system that makes sense.
Will this work if I don’t make consistent income yet?
Yes! In fact, this is the perfect time to start — so you can build smart habits before things scale.
What's the difference between this and Business Finance Bootcamp?
Business Finance Bootcamp is a 90 day program that helps you build a full money system in your business. It is for entrepreneurs who already have a base/have tracked some form of their numbers.
Are there refunds?
Due to the nature of digital products, there are no refunds. We are dedicated to your success, and if there are any questions that come up about the spreadsheets or course material, we are happy to answer them.
Who this is for...
Perfect for you if…
You’re earning money, but it disappears before you can do anything with it
You’ve been winging it with income and expenses (and it’s catching up)
You avoid your numbers because they stress you out
Budgeting apps didn’t work, because you’re an entrepreneur, not an employee
You know it’s time to stop playing small with your money
Not a fit if…
You want someone else to manage your finances for you (we can refer you elsewhere, just message us)
You're looking for a full CPA-level accounting course. This is our Business Finance Bootcamp.
You aren’t ready to spend 30–60 minutes organizing your money
You want overnight success without doing the inner work
Ready to have more wealth in your business and life?
Make a shift with your money that will set you up for success for the rest of your life.
How to Land More Ideal Clients for Your Firm
Download Your Free Guide: