Solo Money System
For individuals who want money to feel less reactive.
- Income and expense clarity
- Spending plan and savings buckets
- Debt organization
- Account roles and money rhythm
Work with Vertex
Coaching for the money system you actually need.
The right path depends on where your money gets complicated: personal cash flow, shared household decisions, or small business money movement.
The first step
We talk first, then recommend the right coaching path.
Full coaching packages are not sold as one-size-fits-all products. The Clarity Call helps determine which path and support level fits your situation.
Coaching paths
Choose the money system that matches the real problem.
Couples Money System
For partners who need shared structure and calmer decisions.
- Shared priorities and decision rules
- Bill flow and account structure
- Individual and shared money boundaries
- Recurring check-in rhythm
Small Business Money System
For owners who need clearer business money flow.
- Revenue landing and operating flow
- Owner pay and tax reserves
- Irregular expenses and cash reserves
- Business/personal separation
How the program works
One structured program. Built around your specific money situation.
Onboarding
Month 0 starts with a deep-dive session to build your financial baseline.
Intensive
Months 1–2 use biweekly sessions to build cash flow, budgeting, and money rhythms.
Reinforcement
Months 3–5 move to monthly sessions for accountability, refinement, and follow-through.
Automation
Months 6–7 continue monthly support with an optional Sequence introduction if it fits.
Wrap-up
Month 8 closes with a final review of progress, goals, and next steps.
Sessions are 45 minutes. Month 0 onboarding is 90 minutes.
Tools that support the work
Calculators and automation help after the plan is clear.
HTML calculators can make cash-flow, debt, savings, and owner-pay decisions easier to see.
Sequence is available as an optional autopilot add-on for clients who want automation.
You do not need Sequence to work with Vertex.
How to start
Book a free Clarity Call.
We will talk through your situation, decide whether coaching is a fit, and identify the right next step.
Book a Free Clarity Call