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FREE LIVE WORKSHOP: Build your financial blueprint save your spot

Pre-order The Intentionally Profitable Planner Now, limited quantities available!

Are you a Finance Savvy CEO®? Take this 5-minute quiz and find out!


Ready for that business that’s actually thriving financially?

We help entrepreneurs and small business owners build their financial confidence and know how from a CEO viewpoint.

Your Profit Playbook™

Most entrepreneurs start a business because they have a passion for their craft or a passion for having impact an in their area of expertise.

But it requires a deeper understanding of how to build a financially thriving business in order to:

✔️ pay yourself – consistently

✔️ create a spending plan that puts you in charge of where your money goes and allows you to get your money where it will generate the most revenue

✔️ create a cash plan that clearly lays out what you can reinvest in your business to keep it healthy and growing.

Your Profit Playbook is an 6-week business financial planning course that guides you through step-by-step how to create a realistic financial plan so that you have a clear profitable roadmap for your business to follow.

You’ll learn specific business strategies to help you increase your revenue, optimize your expenses, and maximize your profits.

All in just 6 weeks.

business financial planning program


Need a business financial program or created for your organization’s specific initiatives and needs?

We’re your people!

From business financial educational webinars to business financial health & wellness live events, to investors and fundraising workshops, videos, curriculum, editorials and dedicated campaigns- really any business money related initiative, I can help you accomplish your goals.

I’ve created an array of business financial programs for various brands, schools, nonprofits, and government organizations, and I’d love to collaborate with you on your unique needs and develop the perfect solution.


Looking for 1:1 Support?

Simply start here: fill out the form, and we’ll be in contact!

  • Marguerite helped us build a financial process that will be a cornerstone to managing our operations in the future. Her expertise is astounding, she has a way to reduce any mini panic attacks for anyone who isn’t comfortable with numbers and managing the financial aspects of their company. We appreciated all of help and support. Marguerite, thanks again!
    Linda G.
    Founder & CEO, Dani Lin
  • You’ll be happy to know that I’m only using the profit playbook spreadsheets only at this point with no other external automated services:) Working with you was the best investment I made last year.
    Dr. Kala Fleming
    Founder & CEO, Diaspora AI
  • You are the best at what you do, so you always create winners. I can’t thank you enough for how much I have grown.
    Deborah D
    Founder & CEO, Textures of the Soul
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    Finance Savvy CEO®?

    Take this 5-minute quiz and find out!

    Do you know that a Finance Savvy CEO® is 10x more likely to be invested in and has 67% higher profitability than small business owners without the financial acumen?