Why Attend Financial Workshops?
Because you’re carrying more than numbers. You’re carrying a business, a team, a family, and a vision that deserves support.
Most CEOs are left to navigate cash flow, pricing, and planning alone. You make decisions in the with your intuition and hope the money works out. Plus, you push through stress that you can't talk about in most places. These financial workshops change that.
Each quarter, you get a calm place to land, listen, and shift your budgets. A space where your goals are taken seriously, your overwhelm is understood, and your financial leadership gets stronger. You learn how to forecast your numbers with confidence, plan ahead a bit more, and build a business that aligns data with your intuition.
These workshops aren’t just about budgeting. They’re about:
- giving you clarity when you feel scattered,
- structure when you feel stretched thin, and
- peace when you’ve been carrying too much alone.
You show up because your business matters. We host these workshops because you matter.
Here are the upcoming quarterly workshops for 2026:
Q1 Financial Workshop
A new year brings both hope and pressure. You set bold goals because you’re a visionary, but vision alone doesn’t tell you how to get there. Your business coach helps you set the top line. We help you figure out the how to achieve those numbers. This financial workshop gives you the clarity you need to step into 2026 with confidence. You’ll close out 2025 with clean insight, set intentional targets, and create a Q1 plan that supports the results you want to create.
Sign Up Here
What Makes Path to Profit Different
Most business coaching focuses on top-line goals. My CFO focuses on the financial leadership that actually makes those goals possible. We mentor you on how to navigate the numbers, build the strategy, and create the systems that sustain your growth long after the initial motivation fades.
Path to Profit is not another workshop you buy, binge, and forget. It is a quarterly rhythm of clarity, accountability, and informed decision-making that strengthens you as the CEO. Every session is focused on supporting real businesses, real pressure, and real life.
Here is what makes it different:
Real-Time Financial Coaching
You receive live guidance from Crystal each quarter. No pre-recorded theory. No vague advice. Just clear, direct financial leadership tailored to your business.
Led by a Financial Expert Who Has Built and Sold Businesses
Crystal brings 17+ years of entrepreneurship, deep cash-flow expertise, and experience supporting millions in revenue. She understands the emotional and operational weight of payroll, slow seasons, and growth because she has lived it.
A Community of High-Integrity CEOs
You are surrounded by business owners who are high achievers committed to learning, leading, and feeling empowered in their financial decisions.
A Safe Space for Hard Financial Questions
Numbers can feel overwhelming or vulnerable to discuss. Path to Profit gives you a space where you can ask anything, get clarity quickly, and walk away with tools you can apply immediately.
A Heart-Centered Approach to Cash Flow
We do not believe in cutting everything to the bone or hustling harder. We teach financial leadership that creates stability, profitability, confidence, and peace.
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