WINTER SEASONAL RETREAT
A half-day, virtual gathering for thoughtful business owners ready to engage in a guided financial review, from the soothing comfort of your own home/office to celebrate, release, and intentionally plan your next business quarter/year.
This is an invitation to those who want to have more clarity and emotional peace when engaging with the financial side of their business.
Because it often feels scary, overwhelming, or shame-inducing to dive into this work alone—even when your business is doing really well!
This Event is for YOU if… .
you need a non-tax deadline to get your books up to date! It will feel amazing, trust me!
you want to celebrate the end of a successful qtr/year in your business and look towards the one ahead!
you want to gently release any twinges of disappointment, shame, or regret about not quite hitting your financial goals—so these emotions don’t unwittingly interfere with you hitting your next goal!
you want to better understand your financial data + use it to set achievable goals for the coming quarter, or year.
you want to feel held in community as you confront (alone), then celebrate! (together) the past financial period.
Spending time reviewing your business finances can be nourishing, clarifying, and healing.
A ‘Financial Review’ may sound more official and intimidating than it will be in this retreat!
The gentle process I guide you through is very approachable.
While you may be looking at more traditional reports, this retreat isn’t a formal lesson in how to read a Profit and Loss Statement, or a Balance Sheet (I’ll let your accountant or bookkeeper walk you through those).
In this event, you’ll review your income, your expenses, and the difference between the two (either a profit, or a loss) yet you’ll also be looking at your numbers through an emotional lens: you’ll be contextualizing different numbers, and you’ll have the space to emotionally respond to what you see.
Allowing your emotional response to your numbers to surface, and be metabolized, is a powerful way to ensure you move towards your new goals with greater ease.
The purpose throughout the retreat is to help you expand your confidence, comfort, and capacity to literally ‘be with’ your numbers!
At the end of the Seasonal Retreat you can expect to…
Have a clear + contextualized view of the financial health of your business within the past period.
Have increased capacity to ‘be with’ your numbers, allowing them to be more informative, and less activating.
Feel less alone in both the celebration! and the challenges that are common for business owners
Have a clear vision and preliminary steps to take to improve the financial health of your business in the upcoming quarter, or year.
Feel replenished, proud, and accomplished!
A past participant says -
“I have such gratitude for the container you held and the space you created in yesterday's retreat. And what a beautiful group of souls that answered the call. It is literally the first time in my life where I have not dissociated or gone into total overwhelm over business finances. And perhaps money in general. What a gentle, kind, compassionate way you have about you and your offerings. Clearly with nervous system regulation at the forefront. I learned more and got more done yesterday than I did in an entire year (of business coaching). I feel positive and excited about the potential of what the next year brings.”
– Claudia
This will be a guided process, very different from (yet not to replace) a meeting with your accountant.
We will be ALONE/together with time to share your celebrations in community.
There is one rule you must know and agree to:
No one will be revealing their actual numbers—this includes talk of six or seven figures. There will be people across a *dramatic* income range present. This rule is intended to make all feel welcome.
This event will provide a supportive space to:
REVIEW the past financial month/quarter/year in your business with prompts that help you see more clearly and go below the surface of 'Total Inflow/Outflow' 'Net Profit' where our minds tend to make a quick jump to 'good' or 'bad' before spinning tales of what this means about us...
CELEBRATE the past financial month/quarter/year in your business because we are usually quick to skip this step and see only through our negative bias, our tendency to compare—to others, our unrealistic goals, our past selves in very different circumstances.
RELEASE any emotional heaviness from the past financial month/quarter/year—like shame, disappointment, regret, frustration—so it doesn't become another layer of unhelpful narrative holding you back from the expansion you are moving towards.
ENVISION the next financial month/quarter/year with prompts to help you clarify the specific financial goal(s) you are moving towards and identify your next steps to take post-retreat.
After enrolling you will receive:
A worksheet to help you intentionally prepare your own sensory, delicious, retreat-like environment for the event! Full permission to make this event feel as close to an actual retreat as possible
A welcome video explanation of what to prepare for the ‘financial review’ part of the event (this can be as simple as accessing last month's bank statement or having all your accounting ship-shape...)
The day prior to the event you will be given a workbook to be used in the event itself. This can also be used in the future to guide yourself in solo-led quarterly or annual sessions.
Within 24hr. of the event you will receive a REPLAY link, available for one month after the event. I highly recommend blocking off dedicated time to watch the replay.
“Megan's Seasonal Retreats provide a potent container to develop a more conscious relationship with money.
I'm grateful for learning new practices to tend my business finances, the opportunity for both reflection and goal-setting, and Megan's insightful and compassionate presence. If you're looking for holistic support that addresses the practical, psychological and spiritual dimensions of evolving your finances, you're in the right place. Realizing that we're not alone in our struggles and growth edges is also so meaningful - and I'm comforted to trust that we're more powerful when we do this work together in community.”
-Nicola Holmes, Change & Transition Coach
Please note that there are no refunds given after purchase.
*Community Supported Tickets are intended to include anyone who has experienced a challenging season in business, no-questions-asked.
“I don’t think I’ve ever done a virtual retreat that felt so nourishing and transportive!”
Still need more info? Explore FAQs.
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The recording of the event will be posted and available for one month after the event. If you cannot attend the event LIVE, be sure to calendar time to watch it before the stated expiration date.
You can download the accompanied PDF files for forever access to the process.
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The Seasonal Retreats are held near, or on, a Solstice or Equinox.
All Retreats will be:Friday from 9:30am-1pm PST
Upcoming Retreat Dates:
December 20th, 2024
March 21st, 2025
June 20th, 2025
September 26th, 2025
December 19th, 2025
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No, this event is not an instructional event and does not replace a meeting with your accountant or bookkeeper.
The purpose of this event is to encourage you to look at, and thoughtfully engage with the reports that you do have (and if you don’t have reports, that is just fine too!).
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The minimum you will need for this event is access to your most recent bank statements!
However, you will get much more out of the event if:
Your record keeping is up to date (i.e. Quickbooks, Wave, YNAB, Excel, Google Sheets, Numbers whatever program you use to categorize your inflow + outflow)
You can access reports (totals of inflow / outflow) for the time period you will engage with (the past quarter, or year)
Otherwise you are simply invited to make the space you will be during the retreat as soothing and ‘retreat-like’ as possible!
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Your attention will be guided to exactly what you need to focus on during each of the following sections:
Thoughtful Review of Income
Thoughtful Review of Expenses
Examination of ‘Net’ Profit or Loss
Megan will be available to answer questions that arise for you via private DM during the event.
There will also be time to share both celebrations, and challenges, (either in the chat, or with your voice) to receive community support.
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Ideally, you will want to attend LIVE and stay for the duration.
If you cannot attend LIVE, you can watch the replay for up to 1 month after the event.
Arriving late or leaving early is a disruption to the group. However, if unanticipated circumstances arise, please let me know.
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Yes! Please see the ‘Community Supported’ option at checkout. This is an honors system, self-determined, need based rate for those who have had a challenging season in their business.
If your business is doing well and thriving, please select the regular rate. Your full price ticket helps to support others in our community.
About Megan
Over the past decade, as a Financial Recovery Counselor, I have sat in thousands of intimate conversations with hundreds of clients as they untangle their complex relationship with money and learn the practical skill of taking care of it differently.
I am passionate about creating a space for heart-centered people to develop confidence managing their money and building wealth—spaces that are both nurturing and challenging. These spaces hold reverence for the complex and deep layers we encounter when journeying through this work. These spaces that are trauma-informed, shame free, and aware of how our current financial circumstance is also a result of systemic economic realities.
I want more money flowing through loving hands—and this work is the sweet way I get to contribute to that dream.