Wealthfluency

I help small business owners boost profits by 15-20% min. in just 12 weeks by eliminating the hassle of endless spreadsheets and analytics. My Financial Navigator program focuses on bringing all your data together to give you actionable insights using our custom automated dashboard.

✔ Achieving financial clarity shouldn't be a struggle.

That's why our program centralises and unifies all your business data, making it easy to see where you can save money and increase profits. By leveraging real-time insights, my clients are able to make informed data-driven decisions that drive growth and efficiency.

⏩ We tackle all aspects of financial management: from data integration, automation, and expert analysis to strategic planning.

Where we really shine is in turning those insights into action that increases cash flow. Our program includes bi-weekly calls with me for personalised coaching, alongside an in-depth, step-by-step approach that covers:

• Comprehensive financial audits
• Custom dashboard setup and training
• Strategic profit and growth planning
• Monthly performance reviews

Importantly, we avoid methods that don't yield results:

• No generic, one-size-fits-all solutions
• No unnecessary manual processes
• No confusing financial jargon

The real success lies in understanding your unique business needs and applying tailored financial strategies to drive results increasing profitability.

Send me a DM, ask about the Financial Navigator.

Want more? In addition to the Financial Navigator, I also guest on podcasts and provide training for masterminds and private communities alike, helping them master financial management and strategic growth.

With over 17+ years of experience in the finance and business strategy space, I am retained by many businesses to enhance their financial planning, analysis, and decision-making processes. Reach out to learn more and start your journey to financial clarity and growth.

Founder - Financial Navigator Program

I've presented, guest appeared and run workshops on money mindset, effective financial management, sustainable scaling through (R)ewriting KPIs and goals, (O)ptimising systems and processes and (I)nvesting regained time and money (ROI Roadmap Framework) at podcasts and private communities including:

- The Nomad Solopreneur Show
- Her Balanced Hustle 
- A Sip of Inspiration
- Work From the Inside Out
- Shoutout Miami
- The Driven Female Entrepreneur
- Scaling with Deasha 
- Work From the Inside Out
- My Journey to CEO
- The Price of Business Show
and many more

Guest Speaker

MBAH CONSULTANCY LTD

Accomplished Product Manager and Business Analyst with over 17+  years of with extensive experience leading digital product development and data-driven decision-making, including websites and third-party digital platforms. 
Demonstrated expertise in leading cross-functional teams to deliver solutions that enhance user experience and drive business growth. Skilled in identifying user needs through customer interactions, designing innovative solutions, and leading projects with a focus on delivering tangible business outcomes. Proven track record in developing and executing product strategies focused on intuitive and scalable digital tools.

Skills & Expertise:
• Product Management: Managing product lifecycles and launching market-leading products.
• Business Analysis: Proficient in SQL, requirements gathering, and process optimisation.
• Software Development: Experienced with Agile methodologies, Scrum, Jira, and Visio.
• Leadership: Leading projects and teams to achieve strategic objectives.

Founder and Principal Consultant

APM/Senior BA | Amherst Group LLC
August 2022 – December 2023

Spearheaded ERP projects in the hmebuilding sector, driving strategic roadmap development and product optimisation. Managed cross-functional teams to deliver solutions that enhance business processes and customer satisfaction.

Key Achievements:

• Led product backlog optimisation, improving project delivery timelines.
• Established strong relationships with C-suite executives, aligning project goals with business strategies.

Senior Business Analyst

PM / Lead BA | CRMmetry Consultancy
April 2020 – June 2022

Directed multiple digital transformation projects, enhancing operational efficiencies through tailored CRM solutions. Managed a $1M project for Jamaica National Bank, transforming their credit facility processes.

Key Achievements:
• Implemented CRM integrations, increasing operational efficiency and customer engagement.
• Developed advanced analytical frameworks to guide business process improvements.

Product Manager

PO / Lead BA | National Commercial Bank
January 2019 – March 2020

Led a transformative project to overhaul insurance processing systems, integrating technology to streamline operations and enhance global service delivery.

Key Achievements:
• Improved productivity by 25% through business intelligence tools and enhanced workflows.

Product Owner

Associate Project Manager | HSBC Private Bank
February 2017 – March 2018

Guided a major regulatory compliance project (MiFID II), focusing on business requirements and compliance processes. Facilitated cross-departmental collaboration.

Key Achievements:
• Conducted training programs for over 200 staff members, enhancing regulatory compliance.

Associate Project Manager

Simplify finances for growth | Helping business leaders make smart money choices to grow revenue in 30 days without boring spreadsheets by keeping all your data in one place 👉 Ask me about Financial Navigator Program

Are you seeking financial clarity and consistent revenue growth for your business?

Learn how you can increase your profits by 6% and your team's productivity by 4% in 30 days...

We help business leaders like you increase revenue without the hassle of boring spreadsheets by keeping all your data in one place for better profitable decisions.

Imagine this:

💸 Steady and predictable revenue growth
💸 Increased team productivity boosting profits
💸 Clear data insights guiding you as you scale

If you're ready to leave behind:

❌ Overworking without seeing growth
❌ Missed opportunities from unclear insights
❌ Confusing, time-consuming spreadsheets and reports

Don't delay!

📩 Message me today and ask me about the 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗡𝗮𝘃𝗶𝗴𝗮𝘁𝗼𝗿 𝗣𝗿𝗼𝗴𝗿𝗮𝗺!

___

𝗖𝗟𝗜𝗘𝗡𝗧 𝗪𝗜𝗡𝗦

Jessica, Online Boutique Owner
"𝘉𝘦𝘧𝘰𝘳𝘦 𝘐 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩𝘦𝘥 𝘈𝘯𝘸𝘪𝘯, 𝘐 𝘸𝘢𝘴 d𝘳𝘰𝘸n𝘪𝘯𝘨 𝘪𝘯 𝘴𝘱𝘳𝘦𝘢𝘥𝘴𝘩𝘦𝘦𝘵𝘴, 𝘶𝘯𝘴𝘶𝘳𝘦 𝘰𝘧 𝘸𝘩𝘦𝘳𝘦 𝘮𝘺 𝘮𝘰𝘯𝘦𝘺 𝘸𝘢𝘴 𝘨𝘰𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘩𝘰𝘸 𝘵𝘰 𝘰𝘱𝘵𝘪𝘮𝘪𝘻𝘦 𝘪𝘵. 𝘕𝘰𝘸, 𝘐 𝘯𝘰𝘵 𝘰𝘯𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘮𝘺 𝘤𝘢𝘴𝘩 𝘧𝘭𝘰𝘸 𝘣𝘶𝘵 𝘤𝘢𝘯 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘣𝘰𝘰𝘴𝘵𝘦𝘥 𝘮𝘺 𝘱𝘳𝘰𝘧𝘪𝘵𝘴 𝘣𝘺 𝟥𝟢%" 

Jess, Business Coach
"𝘈𝘯𝘸𝘪𝘯 𝘪𝘴 𝘵𝘰𝘱 𝘰𝘧 𝘩𝘦𝘳 𝘨𝘢𝘮𝘦 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘤𝘰𝘮𝘦𝘴 𝘵𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘨𝘳𝘰𝘸𝘪𝘯𝘨 𝘮𝘰𝘯𝘦𝘺. 𝘚𝘩𝘦'𝘴 𝘭𝘪𝘷𝘪𝘯𝘨 𝘱𝘳𝘰𝘰𝘧 𝘢𝘭𝘰𝘯𝘨 𝘵𝘩𝘢𝘵 𝘪𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘮𝘢𝘵𝘵𝘦𝘳 𝘸𝘩𝘦𝘳𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦, 𝘺𝘰𝘶 𝘤𝘢𝘯 𝘤𝘳𝘦𝘢𝘵𝘦 𝘧𝘢𝘴𝘵 𝘤𝘩𝘢𝘯𝘨𝘦 𝘢𝘯𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘵𝘩𝘦 𝘉𝘌𝘚𝘛 𝘮𝘰𝘯𝘦𝘺 𝘮𝘢𝘯𝘢𝘨𝘦𝘳 𝘢𝘯𝘥 𝘸𝘦𝘢𝘭𝘵𝘩 𝘤𝘳𝘦𝘢𝘵𝘰𝘳"

Sarah, MBA Consultant
"𝘐 𝘧𝘪𝘯𝘢𝘭𝘭𝘺 𝘩𝘢𝘷𝘦 𝘤𝘰𝘮𝘱𝘭𝘦𝘵𝘦 𝘷𝘪𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘪𝘯𝘵𝘰 𝘰𝘶𝘳 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴, 𝘦𝘯𝘢𝘣𝘭𝘪𝘯𝘨 𝘮𝘦 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘦𝘥 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴 𝘵𝘩𝘢𝘵 𝘩𝘢𝘷𝘦 𝘥𝘳𝘪𝘷𝘦𝘯 𝟣𝟪% 𝘳𝘦𝘷𝘦𝘯𝘶𝘦 𝘨𝘳𝘰𝘸𝘵𝘩 𝘪𝘯 𝘫𝘶𝘴𝘵 𝟨 𝘮𝘰𝘯𝘵𝘩𝘴." 
___

𝗣𝗔𝗥𝗧𝗡𝗘𝗥𝗦𝗛𝗜𝗣𝗦 & 𝗣𝗢𝗗𝗖𝗔𝗦𝗧 𝗚𝗨𝗘𝗦𝗧𝗜𝗡𝗚

Interested in having Anwin as a JV partner or as a guest on your podcast?

Reach out today and let's find the most valuable way we can work together..

📬 email: hello@wealthfluency.com

___

As seen in:
🎙️The Nomad Solopreneur Show - https://www.youtube.com/watch?v=nQCOLTm-HGo
🎙️Her Balanced Hustle - https://www.youtube.com/watch?v=T_BWp-Hreho
🎙️A Sip of Inspiration - https://www.youtube.com/watch?v=HW940dXBJeA

Anwin 💰 M.

#GirlsClub

#GirlsClub is committed to changing the face of sales by empowering more women to earn roles in leadership. We are a community of support and encouragement that will shine a light into corners where scarcity may still exist. We value inclusion, education, hard work, and spirit. We believe in the power of role models and integrity as passionately as we do authenticity and imperfection. Ask me about #GirlsClub today!

Certified Protégé

Megan Vaughn Coaching

As a Life Coach, I believe the workplace is better when we lead with empathy and the whole person in mind. By recognizing the entirety of an individual's experiences, strengths and potential, leaders can foster a happy, healthy and high performance team.

I partner with purpose-minded people to help them with:

Sales Performance
Leadership Development
Growth Mindset Cultivation

Life coaching is a way to help someone move from surviving to thriving and each individual gets to define what optimal well-being looks like for them.

In other words, when you work with me as a coach we will determine:

Where are you now?
Where do you want to be?
What is getting in your way?

From there we will work together to design measurable and specific action steps to move you closer to your goal and to help you thrive.

Certified Life Coach

Lead a team of eleven members of the CSM team. Coach team to reach strategic growth goals by increasing net retention and upsell and cross-sell opportunities.

Manager, Customer Success

Manage assigned customer accounts as primary point of contact and secure renewal contracts. Increase customers’ annual spend through upselling and cross-selling additional software solutions. Collaborate with customers to ensure the value of services is fully experienced. Expert in available services and educate customers on the use and benefits of the products.

Customer Success Manager

Vivid Learning Systems is now part of the HSI family of brands.

Manage assigned customer accounts and secure renewal contracts. Increase customers’ annual spend through upselling and cross-selling additional software solutions. Build relationships with assigned customers, resolve issues, and continually deliver a positive, customer-centric attitude.

Account Manager

Vivid Learning Systems

Conducted business-to-business sales primarily over the phone in an extremely high paced work environment. Specialized in MSHA training and developed extensive knowledge of the eLearning products offered. Developed strong customer relationships that lead to consistent repeat sales month over month. Utilized a consultative selling approach on all calls to help determine product needed. Discovered opportunities for larger subscription contracts.

Transactional Sales Executive

CAPS Payroll

Calculated and processed payroll for the entertainment industry specializing in music tours and multi-state payroll processing.  
Ensured compliance with state and federal wage and labor law, and guarantee timely remittance of payment to employees, government agencies, etc.
Maintained intimate and personalized relationships with clients by providing timely answers to complicated production issues; was able to troubleshoot and problem-solve to provide customized service for each clients’ needs.

Payroll Coordinator

Spence and Vaughn Fine Kitchen and Bath

Supported 3 Managing Partners in calendar management, project scheduling, meeting management, etc. Provided excellent customer service to ensure client satisfaction. Coordinated the schedule for materials delivery, subcontractors, and installers during project construction. Mastered Quickbooks Pro Contractor Edition for all business accounting activities such as accounts payable, accounts receivable, weekly payroll, quarterly sales tax, and payroll tax, creating purchase orders, etc.

Showroom Coordinator

As a Sales/Customer Success Leader and Life Coach, I lead a team of eleven professionals and provide coaching to help them reach strategic growth goals by increasing net retention and upsell and cross-sell opportunities.

I believe the workplace is better when we lead with empathy and the whole person in mind. By recognizing the entirety of an individual’s experiences, strengths and potential, leaders can foster a happy, healthy and high performance team.

I partner with purpose-minded people to help them with:

- Sales Performance
- Leadership Development
- Growth Mindset Cultivation

Life coaching is a way to help someone move from surviving to thriving and each individual gets to define what optimal well-being looks like for them.

In other words, when you work with me as a coach we determine:

- Where are you now?
- Where do you want to be?
- What is getting in your way?

From there we will work together to design measurable and specific action steps to move you closer to your goal and to help you thrive.

KEY SKILLS

Life Coaching | Sales Coaching 

Customer Success | Sales Cycle Management | Team Management

Business-to-business / B2B Sales | Technology Sales | Account Management

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The Battle

Anwin 💰 M.

Megan Vaughn

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