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there may be a way your money can work as hard as you do…

If you are a female entrepreneur, business owner,
or coach

If you are a female entrepreneur, business owner,
or coach

As a business owner, you love making sales and helping your clients achieve their goals.

And you have seen incredible success in your business, too. 

Although more success often equals more money, more money can mean more decisions. 

If you are feeling overwhelmed by not having a plan for your money or your future, especially as your business continues to grow, then a Wealth Strategy Day is for you.

Wealth Strategy for Female Entrepreneurs, Online Business Owners, and Coaches 

Wealth Strategy for Female Entrepreneurs, Online Business Owners, and Coaches 

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Book your free 30-minute call
Book your free 30-minute call

You want to get ahead with money, but you already feel behind

You feel ready to invest, but you don’t know where to start

You lack confidence when making big personal and business financial decisions 

You would rather be spending more time doing what you do best, not managing your money 

You find yourself hoping you’ll experience the fruits of your labor instead of knowing

You are unsure of where your money is going and why your savings account isn’t growing

You are making six or seven figures, but you don’t necessarily feel wealthy

Let me know if this sounds like you:

As a successful business owner, you simply cannot have more than one day job. That’s why managing your finances is mine, so you can focus on what you do best: building your business and living a life you love. 

As a successful business owner, you simply cannot have more than one day job. That’s why managing your wealth is mine: so you can focus on what you do best. Together, we can make your money work as hard as you do.

I am on a mission to help high-achieving business owners just like you confidently secure your path to wealth. 


I am on a mission to help high-achieving business owners like you confidently develop a strategy for your wealth that will serve you and your family for years to come. 


Hi, I'm Hannah. Founder & COO of The Wealth Collaborative...

I’m Hannah. Your Personal Wealth Strategist and the CEO behind
The Wealth Collaborative.

Can I tell you a secret?

Can I tell you a secret?

Book your free 30-minute call

The secret to getting ahead is getting started. 

The secret to getting ahead is getting started. 

And that’s exactly why you need a WEALTH STRATEGY DAY

And that’s exactly why you need a Wealth Strategy Day

You have the ability to get ahead. You just need someone on your side to help you get there.

A Wealth Strategy Day is a full day dedicated towards designing your future. 

What that means to you will get a personalized plan for protecting and building your wealth. 

The real value is you will have certainty in your financial decisions knowing your money is working as hard as you do.

So how does it work?

Fill out the application and book your free 30-minute wealth collaboration call to get started!

On your Wealth Strategy Day we will create and implement a plan that is aligned with your biggest dreams and desires.

After completing your Wealth Strategy Day, you will receive your full comprehensive wealth strategy, 2 months of ongoing support, and a 30-minute wrap up call.

The fun doesn't have to stop there!

All wealth strategy clients have opportunity to opt-in to our full-time services which includes ongoing wealth strategy and investment management. Click here to learn more!

Book your free 30-minute call

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"Jelly-o gummi bears wafer. Oat cake cupcake bonbon toffee. Jelly tiramisu gummi bears jelly beans dragée dragée cupcake fruitcake. Jelly beans pastry toffee halvah caramels. Jujubes chocolate cake croissant powder marshmallow lemon drops jujubes gingerbread gingerbread. Gummi bears macaroon ice cream jujubes gingerbread sesame snaps sweet tootsie roll. "

"Testimonial goes here with two full lines."

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This, my friend, is the power of financial freedom. That’s the picture you want to see, isn’t it?

Picture this. I can see you now.

It’s Saturday morning. Sunlight streams in as you sip your coffee on the couch. You open your laptop, not to answer emails, but to browse dream vacation destinations. Upscale hotels, gourmet meals, adventures that create lasting memories - you’re planning the ultimate European getaway for your family.

A smile spreads across your face. Remember the days you never thought a month-long escape was possible? Now, financial worries are a thing of the past. You have complete clarity on your finances - where your money is, where it's going, and what incredible experiences it can unlock.

Before heading off to brunch with your family, you confidently click "book now."

You know you want financial freedom. You know finally taking control of your money will get you there.

Other firms onboard clients over a 3-6 month period which is far too long when designing and implementing an investment and wealth strategy. Time, not money, is your greatest asset.

Entrepreneurs value efficiency. Wealth Strategy Days are designed to collapse time. As your personal wealth strategist, I help you take quick decisive action so that you can make your money work as hard as you do even faster. 

What makes this different from other wealth advisors?

What makes this different from other wealth advisors?

The investment for a Wealth Strategy Day is $4,000. 


Your personalized wealth strategy includes a clear review of where you are today, where you want to be, and the specific action items to implement in order to accelerate your wealth.

On your Wealth Strategy Day we will discuss if ongoing investment management and wealth strategy is right for you.

You can learn more about these additional services here. 

SIGN ME UP!

What's the Investment?

We offer a special discount for military families. If you or your spouse are currently serving or have served, please be sure to notify us.

Still Have Questions?

I am an entrepreneur, but my spouse/partner is not. Can we both join the Wealth Strategy Day? 

Absolutely! In fact, this day is designed to help you AND your family take control of your financial future. We believe that it is crucial for partners to be on the same page when it comes to money. With the way the Wealth Strategy Day is structured, you have pre-work that will be beneficial for you to work on together. You’ll discover your individual money mindsets, risk tolerance, and start to uncover your individual and joint goals for the future. The pre-work is a great place to start when you and your partner need guidance with your money conversations. 

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Neither myself, nor my spouse/partner, is an entrepreneur. Can we still work with you?

Yes! While we typically work with business owners, entrepreneurs, or self-employed individuals, our process would be valuable to anyone who is looking to achieve their wealth goals. If you (or your spouse/partner) is an executive or highly compensated professional that is looking to deploy their income in unique ways to grow your wealth, we would be excited to work with you. 

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I/my spouse/partner works a 9-5 without a very flexible schedule. Can you accommodate evening or weekend appointments?

I understand. I, too, value managing my time well, which is why I have condensed all of our meetings into just one day. We book up to 6 months in advance, so if a Wealth Strategy Day has been on your radar, I encourage you to book your day ASAP!

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I am currently working with a financial advisor, but they do not provide these services. Is it possible to have two advisors?

The short answer is yes. On your Wealth Strategy Day we can discuss what you are looking for in a relationship with a financial professional and what the best next step is for you. 

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If I can no longer make my Wealth Strategy Day, can I reschedule?

We offer one reschedule date based on availability. Please note that we book Wealth Strategy Days up to 6 months in advance, so please do your best to make it to your original date and time as you could have a significant wait time for rescheduling.

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Do you offer payment plans for a Wealth Strategy Day?

A $1,000 non-refundable deposit is due at the initial time of booking. Your remaining balance, $3,000, is due one week before your scheduled Wealth Strategy Day. If you are booking in advance and would like to pay more than your deposit to split the cost over two payments, you certainly can. 


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Are you a fiduciary?

Yes! As a fiduciary, I am legally required and obligated to put clients’ interests above my own. Being a trustworthy resource for my clients is my #1 priority.

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Is my financial information safe with you?

Your financial security is a responsibility I take very seriously. All information shared with me is strictly confidential. The software and client portals we use for planning and data storing purposes also take security very seriously. Most sites require two-factor authorization at login.

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THE SECRET TO GETTING AHEAD