PERSONAL CFO FOR SPIRITUAL ENTREPRENEURS | Clarity. Stability. Clean growth.
If this business idea and plan resonates, take it and help people.
PERSONAL CFO FOR SPIRITUAL ENTREPRENEURS
Working Name: Sovereign CFO
Tagline: Clarity. Stability. Clean growth.
WHO THIS IS FOR
Spiritual or purpose-driven entrepreneurs who:
• Avoid numbers
• Undercharge
• Mix personal and business money
• Have inconsistent income
• Feel shame around money
• Talk about abundance but lack structure
They are gifted at healing, coaching, facilitation, art.
They are weak at forecasting, runway, margins, pricing.
This is the gap.
THE CORE PROBLEM
They do not need motivation.
They need:
• Clarity
• Runway awareness
• Clean offers
• Predictable cash flow
• Pricing confidence
• Emotional neutrality around money
Money anxiety drains creative capacity.
You solve that.
Now apply your own ladder.
Leverage whats already available
Rory Callaghan
Solve a $100 Problem
Problem:
“I don’t know my runway.”
Offer:
Money Clarity Reset
90-minute live workshop or small group.
Deliver:
• Personal income vs expenses sheet
• Runway calculator
• Burn rate awareness
• 4-level runway rule
• 30-day action plan
Price:
$97 to $197
You only need 10 people.
That’s $1,000+.
This builds trust fast.
Solve a $1,000 Problem
Problem:
“My income is inconsistent and chaotic.”
Offer:
4-Week Money Stability Container
Week 1:
Runway and burn rate clarity
Week 2:
Offer simplification
One customer
One core offer
Week 3:
$100 to $1K ladder design
Short-term cash injection
Week 4:
3-month cash flow architecture
Price:
$800 to $1,200 per person
You need 5 people.
That’s $5,000.
Still small room.
High touch.
Strong transformation.
Solve a $10,000 Problem
Problem:
“I want sustainable growth, not hustle.”
Offer:
12-Month Personal CFO Retainer
Includes:
• Monthly financial review
• Offer refinement
• Pricing strategy
• Margin optimization
• Tax awareness structure
• Revenue forecast
• Decision clarity support
Price:
$8K to $15K per year
You only need 5 clients.
Now it becomes stable.
POSITIONING
You are not a traditional accountant.
You are not a hype coach.
You are:
Financial clarity for conscious builders.
You bridge:
Soul and spreadsheet.
Mission and margin.
Impact and income.
SYSTEM FRAMEWORK
You can structure it around:
Level 1:
Stability
Runway. Burn. Survival.
Level 2:
Clarity
One offer. Clean pricing.
Level 3:
Predictability
Recurring revenue. Forecasting.
Level 4:
Architecture
Systems. Delegation. Growth.
This becomes your IP.
MARKETING STRATEGY
Do not talk about money hacks.
Talk about:
• Nervous system and money
• Why spiritual entrepreneurs sabotage income
• The cost of unclear pricing
• The myth of abundance without structure
Use real examples like:
Nyasha started with $47.
Zuhleka solved $300.
Osama solved $250.
You demonstrate:
Small. Clean. Repeated.
Lead magnet idea:
“Runway Calculator for Conscious Creators.”
Then invite to:
Money Clarity Reset workshop.
FILTERING
Use your 15-minute right-fit call.
Qualify:
• Are they already serving clients?
• Are they coachable?
• Do they want structure or fantasy?
If they resist numbers, they are not ready.
RISKS
Biggest risk:
Spiritual bypassing.
They will say:
“Money will flow.”
Your job:
Show them data calmly.
Second risk:
Scope creep.
Stay focused on:
Clarity.
Cash flow.
Structure.
Not branding.
Not trauma therapy.
Not crypto speculation.
WHY THIS CAN SCALE
Once proven, you can:
• Train associate CFO coaches
• License the framework
• Build digital dashboards
• Offer group CFO pods
But do not start there.
Start with:
$100 reset.
$1K container.
$10K retainer.
What is the exact emotional pain of this customer?
Is it:
A. Anxiety **
B. Shame
C. Avoidance **
D. Overwhelm ***
E. All of the above
Pick one primary emotion.
That becomes the headline of the entire offer.
Resources
Rory Callaghan
Rory Callaghan
Rory Callaghan
Rory Callaghan