Harmonious Wealth

Iyanna Vaughn
Harmonious Wealth

Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This creates harmonious wealth between your business, lifestyle, and legacy. Sometimes that might mean increasing revenue, but sometimes that might mean working with the numbers you have right now and making decisions that will increase profit and support your goals without even needing to make more. In each episode, you’ll understand how managing your cash — both in your business and personal bank accounts — will finally get you out of the feast and famine in your business, pay yourself consistently, and fund your lifestyle and legacy without the pressure to double your revenue again and again. If you’re ready to have your business build the personal wealth and legacy you’re after without the extensive hustle, hit the subscribe button.

  1. 3D AGO

    36: Are You Losing Money Without Knowing It? How to Catch Profit Leaks in Your Business

    Summary In this episode, Iyanna Vaughn goes over the 3rd phase of her signature framework, The Overflow Method. She discusses the critical issue of profit leaks in businesses, particularly focusing on service-based businesses. She introduces the concept of the Keep Half Diagnostic, a tool designed to help business owners identify and address hidden financial leaks that can significantly impact profitability. The discussion emphasizes the importance of measuring financial health, understanding true profit margins, and creating a solid financial foundation through effective bookkeeping and strategic planning. Vaughn encourages business owners to take control of their finances to ensure sustainable growth and profitability. Takeaways It's not the big purchases that sink your profit.Profit leaks often hide in trusted areas like subscriptions.Regularly review subscriptions to ensure value.Paying contractors without clear ROI can disrupt profits.Many think they're profitable but are just not broke.The Keep Half Diagnostic helps assess true profitability.Understanding your financial story is crucial for growth.You can't fix what you don't measure in finances.Creating a living document for financial strategy is essential.Profit leak detection is about stewardship, not shame. Chapters 00:00 Intro 00:16 Identifying Profit Leaks 02:15 Understanding the Key Path Diagnostic 04:28 Measuring and Managing Profitability 06:21 Cleaning Up Financial Records 07:12 Stewardship and Financial Strategy 08:31 New Chapter 📚MENTIONED IN THIS EPISODE Get The CEO Salary Calculator - lovelyfinancials.com/ceo Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy Get the Cash Flow Planner - lovelyfinancials.com/planner

    9 min
  2. 4D AGO

    35: Financial Storytelling: Making Sense of Your Numbers

    Summary In this episode, Iyanna Vaughn goes into the second phase of her signature framework, The Overflow Method. She discusses the concept of financial storytelling and its importance for entrepreneurs, particularly women. She emphasizes that financial data should not be viewed merely as numbers but as a narrative that can guide business decisions. The discussion covers the significance of understanding trends, the value of personalized financial reviews, and the necessity of partnership in financial strategy to foster clarity and confidence in business operations. Takeaways You're not behind, you're just reading your numbers.Your numbers are telling you a story.P&L shows what happened and what's working.Financial storytelling helps turn chaos into clarity.Trust with your future self.We give you a personalized video walkthrough.It's not about perfection, it's about partnership.Learning to lead your numbers with clarity.We help you not only with bookkeeping.Let me know if you feel chaotic or don't trust yourself. Chapters 00:00 Understanding Financial Storytelling 02:35 The Importance of Trends in Business 04:37 Personalized Financial Reviews and Clarity 07:13 The Role of Partnership in Financial Strategy 📚MENTIONED IN THIS EPISODE Get The CEO Salary Calculator - lovelyfinancials.com/ceo Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy Get the Cash Flow Planner - lovelyfinancials.com/planner

    9 min
  3. 5D AGO

    34: Vision Casting: Building With the End in Mind

    In this conversation, Iyanna Vaughn discusses the first part of her signature framework, The Overflow Method. She talks about the importance of casting a vision for one's business and finances that aligns with personal values and goals. She emphasizes the need for entrepreneurs to define their own success rather than chasing societal expectations. The discussion covers the significance of legacy planning, the process of vision casting, and how aligning business goals with personal vision can lead to financial success and generational wealth. Takeaways If you don't know what you're building towards, your finances will always be a moving target.Most entrepreneurs set financial goals based on what they think they should be doing.Casting vision anchors your financial goals to your personal values.What do you love most about the life that you live?Vision casting allows you to get yourself out of the weeds of everyday business.When you cast a vision, your numbers won't feel as chaotic.You can't afford not to have a vision; it prevents survival mode.Vision casting helps in reverse engineering your financial plan.Your business must pay you to sustain your lifestyle.When your vision is clear, the strategy becomes super. Get The CEO Salary Calculator - lovelyfinancials.com/ceo  Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy  Get the Cash Flow Planner - lovelyfinancials.com/planner Connect With Iyanna: Instagram: https://www.instagram.com/lovelyfinancials Email: https://lovelyfinancials.com/wealth Website: https://lovelyfinancials.com

    12 min
  4. 6D AGO

    33: This 4-Part Method Helped My Clients Build Margin & Master Their Money

    In this episode, Iyanna Vaughn introduces her signature framework, The Overflow Method, a financial strategy designed to help entrepreneurs, particularly women, achieve financial clarity and build wealth. The method consists of four key parts: vision and legacy planning, understanding financials, profit leak detection, and wealth flow management. Each part is aimed at empowering clients to make informed financial decisions, align their business goals with their long-term wealth aspirations, and ultimately create a sustainable financial future without sacrificing peace of mind. Takeaways Mastering money is about having the right system.The Overflow Method helps clients create real margin.Vision planning is crucial for long-term success.Understanding financials is key to making informed decisions.Profit leak detection identifies what drains your resources.Wealth flow management ensures cash flow stability.Aligning business goals with personal wealth is essential.Financial clarity leads to confident decision-making.Automation can significantly improve cash flow.Building margin allows for peace of mind in finances. Get The CEO Salary Calculator - lovelyfinancials.com/ceo  Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy  Get the Cash Flow Planner - lovelyfinancials.com/planner Connect With Iyanna: Instagram: https://www.instagram.com/lovelyfinancials Email: https://lovelyfinancials.com/wealth Website: https://lovelyfinancials.com

    6 min
  5. JUL 2

    32: Why Titles Don’t Matter—But Clarity Does: Understanding What We Actually Do at Lovely Financials

    In this episode of Harmonious Wealth, Iyanna Vaughn discusses the importance of financial clarity and stewardship for women entrepreneurs. She emphasizes that titles in finance do not equate to wealth-building; rather, understanding and managing finances effectively is crucial. The conversation explores the roles of bookkeepers, accountants, and money coaches, highlighting the need for a cohesive financial strategy that integrates compliance and leadership. Vaughn introduces tools like the CEO salary calculator to help entrepreneurs pay themselves adequately and make informed financial decisions. The episode concludes with a call to action for listeners to seek clarity in their financial management. Takeaways Titles don't build wealth, clarity does.Financial stewardship is essential for building wealth.Understanding financial roles helps in effective management.A cohesive financial strategy is crucial for success.You need a translator for your finances, not just a title.Compliance and strategy must work together for effective financial management.Regular financial check-ins can prevent surprises during tax season.Understanding your numbers leads to better decision-making.Tools like the CEO salary calculator can aid in financial clarity.Transformation in financial management is more important than titles. Get The CEO Salary Calculator - lovelyfinancials.com/ceo  Learn more about The Financial Strategy Experience - lovelyfinancials.com/strategy  Get the Cash Flow Planner - lovelyfinancials.com/planner Chapters 00:00 Introduction to Financial Clarity 01:00 The Importance of Financial Stewardship 02:42 Understanding Financial Roles and Titles 06:49 The Need for Financial Translation 09:32 Bridging Compliance and Strategy 12:37 Transforming Financial Management

    13 min
  6. JUN 25

    31: Why the Keep Half Principle Works – Setting Intentional Profit Targets for Financial Clarity

    In this episode, Iyanna Vaughn discusses the importance of structuring business finances around the Keep Half Principle, which emphasizes maintaining a 50% profit margin before paying oneself. She explains how focusing on profit rather than revenue can lead to sustainable business growth and financial stability. The conversation covers practical strategies for managing expenses, setting revenue goals, and making intentional financial decisions to ensure that entrepreneurs can pay themselves adequately while also investing in their business. Takeaways Your CEO salary is the cornerstone of your financial strategy.Focus on profit first, not revenue.The Keep Half Principle allows you to pay yourself without struggle.Understanding your operating costs is crucial for financial health.You need to keep track of your cash flow to sustain growth.Revenue should be structured to ensure a 50% profit margin before paying yourself.Intentional financial strategies lead to better business decisions.Analyze your business regularly to identify areas for improvement.Scaling may require downsizing at times for long-term growth.Making intentional decisions will help you maintain profit margins. 💰 Get the Harmonious Cash Flow Planner: lovelyfinancials.com/planner Connect With Iyanna: Instagram: https://www.instagram.com/lovelyfinancials Email: https://lovelyfinancials.com/wealth Website: https://lovelyfinancials.com

    10 min

Trailer

5
out of 5
3 Ratings

About

Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This creates harmonious wealth between your business, lifestyle, and legacy. Sometimes that might mean increasing revenue, but sometimes that might mean working with the numbers you have right now and making decisions that will increase profit and support your goals without even needing to make more. In each episode, you’ll understand how managing your cash — both in your business and personal bank accounts — will finally get you out of the feast and famine in your business, pay yourself consistently, and fund your lifestyle and legacy without the pressure to double your revenue again and again. If you’re ready to have your business build the personal wealth and legacy you’re after without the extensive hustle, hit the subscribe button.

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada