Making hundreds of thousands of dollars in your business doesn't automatically mean you're building personal wealth. Making money, managing money, and actually building wealth are three very different skill sets.

In this episode, I'm walking you through my monthly money date: the recurring meeting I schedule every month to review my business finances, understand what I'm keeping, and decide what I want my money to do next. I'll share the seven steps I follow, from reviewing revenue and expenses to assigning my profit, updating my personal net worth, and projecting future cash flow.

Because I don't want you to spend years building a successful business only to realize that the money you've worked so hard to earn hasn't translated into the financial freedom and personal wealth you wanted.

Why You Should Listen

• Learn how to establish a monthly financial review routine that helps you understand your business revenue, expenses, profitability, and where your money is actually going.
• Discover how to identify what's generating revenue and what's worth investing in by tracking where sales come from, reviewing profit margins, and evaluating your business expenses.
• Understand how to give your profit an assignment using intentional money allocation, including personal enjoyment, short-term savings, and long-term investing.
• Learn why tracking your personal net worth and projected cash flow matters just as much as tracking business revenue, especially when you're making decisions about hiring, spending, and paying yourself.

Building a profitable business is one thing. Actually benefiting from the money it generates is another. Listen to this episode to learn how a simple monthly money date can help you keep more of what you earn, make more intentional financial decisions, and build personal wealth alongside your business.

Resources Mentioned

• CEO Money Date Kit – This is the exact checklist I use each month so you can start building your own Money Date routine. Every month, spend 60 minutes making sure the money you worked hard to earn is actually building the life you want. This isn't bookkeeping. It isn't budgeting. It's intentional financial leadership.
• Cash Flow Calculator – A practical cash flow projection tool to help you understand expected revenue, upcoming expenses, and how much money will actually be available to spend.

Start here → https://www.jereshiahawk.com/bio

For coaches and service providers building high-trust, high-ticket offers. Refine your messaging. Restructure your business model. Streamline your offers and client delivery.