Frequently Asked Questions
How does the circle work?
Spreadsheets and checklists don't always alert us as to how much time has passed. The wreath like circle is designed to show the amount of time between key activities.
Do I have to Bullet Journal for it to work?
No! While bullet journaling helps, it's not required. It's important that you enjoy doodling, drawing or sketching to some level. It's a creative perspective to make looking at the data enjoyable.
How did you come up with this concept?
It's the combination of having remarkable clients, a flower farmer sister, and my own curiosity to better understand financial concepts and the data behind our dreams.
Are you a financial advisor or bookkeeper?
No. I'm a digital marketer with an eye for solving problems. I believe in useful visuals and spreadsheets didn't always do the trick. I've consulted with several accountants and wealthy people to hone in these concepts.
How did you come up with the ostrich metaphor?
The ostrich came from a long winded rant at a LAF tech workshop while ranting about a client who didn't respect the data. She's come a long way but I know several people still think like she used to think.
The Cash Flow Circle is one way to look at our monthly income and expenses. The income is on the exterior while the expenses are on the interior.
One of my wealthy clients taught me to appreciate money when it comes, when it goes, and anytime we see it in transition.
To me the flowers are a way to honor the currency in an attractive way.
Discover a new way to get excited about the tracking and measuring of your business. Just because spreadsheets are common, doesn't make them fun!
This is a new take on enjoying the data. Embracing the patterns. Appreciating the wave and cycles of our business.
When we stop complaining about bills a beautiful thing happen.