Harmonious Wealth
Harmonious Wealth

Harmonious Wealth

Iyanna Vaughn

Overview
Episodes

Details

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.

Recent Episodes

39: What Happens in Your First 60 Days With Us: A Financial Launch Pad™ Walkthrough
JUL 23, 2025
39: What Happens in Your First 60 Days With Us: A Financial Launch Pad™ Walkthrough
SummaryIn this episode of Harmonious Wealth, Iyanna Vaughn discusses the onboarding process for financial support services, detailing the steps clients will take in the first six weeks. She emphasizes the importance of a streamlined approach to financial management, including the profit planning intensive and cash flow strategies. The conversation highlights how clients can transform their financial experience and gain insights into their business's financial health.TakeawaysYou don't need to manage finances alone.The onboarding process is streamlined and supportive.Profit planning is a holistic approach.Understanding cash flow is crucial for business health.The cash flow compass provides actionable insights.Clients receive a personalized treatment plan.The first financial report is delivered by week six.Transformational support is available for business owners.The CEO salary calculator helps determine personal pay.Regular communication through Slack enhances support.Chapters00:00 Introduction to Financial Support00:47 Onboarding Process Overview02:47 Kickoff Call and Initial Steps04:02 Profit Planning Intensive05:45 Cash Flow Compass Explained09:04 Finalizing Bookkeeping and Reporting10:37 Transformational Experience with Financial StrategyPast Episodes Mentioned: The Overflow Method SeriesE37: You Don’t Need More Revenue—You Need a Rhythm (And a Profit Plan)E36: Profit Leak Detection: Stop the Financial DrainsE35: Financial Storytelling: Making Sense of Your NumbersE34: Vision Casting: Building With the End in MindMENTIONED IN THIS EPISODELearn more about The Financial Strategy Experience - lovelyfinancials.com/strategy Get The CEO Salary Calculator - lovelyfinancials.com/ceo Get the Cash Flow Planner - lovelyfinancials.com/planner
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11 MIN
38: Overflow on Autopilot: How Jillian Maintains $50K+ in Business Cash Through Seasonal Unpredictability
JUL 16, 2025
38: Overflow on Autopilot: How Jillian Maintains $50K+ in Business Cash Through Seasonal Unpredictability
SummaryIn this episode, Iyanna Vaughn interviews Jillian Smith-Austin, founder of One Touch Events, discussing her journey in event planning and financial management. Jillian shares her early experiences with money, the importance of financial education, and how she transitioned from personal finance to managing her business finances. They explore the significance of cash flow, profitability, and the role of financial strategy in business growth. Jillian emphasizes the need for collaboration and transparency in financial discussions, and they conclude with insights on achieving harmonious wealth in both personal and professional realms.TakeawaysJillian's early experiences with money shaped her financial mindset.The importance of saving and tithing was instilled in Jillian from a young age.Transitioning from personal to business finances can be challenging but necessary.Understanding cash flow is crucial for service-based businesses.Automating financial processes can lead to a more stable business environment.CEO salary should be consistent and reflective of business health.Financial strategy is essential for scaling a business effectively.Collaboration and transparency in financial discussions enhance business growth.Breaking industry norms can lead to greater confidence in pricing.Harmonious wealth encompasses both financial success and personal fulfillment.📚MENTIONED IN THIS EPISODEGet 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
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36 MIN
36: Are You Losing Money Without Knowing It? How to Catch Profit Leaks in Your Business
JUL 10, 2025
36: Are You Losing Money Without Knowing It? How to Catch Profit Leaks in Your Business
SummaryIn 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.TakeawaysIt'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.Chapters00:00 Intro00:16 Identifying Profit Leaks02:15 Understanding the Key Path Diagnostic04:28 Measuring and Managing Profitability06:21 Cleaning Up Financial Records07:12 Stewardship and Financial Strategy08:31 New Chapter📚MENTIONED IN THIS EPISODEGet 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 
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8 MIN
35: Financial Storytelling: Making Sense of Your Numbers
JUL 9, 2025
35: Financial Storytelling: Making Sense of Your Numbers
SummaryIn 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.TakeawaysYou'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.Chapters00:00 Understanding Financial Storytelling02:35 The Importance of Trends in Business04:37 Personalized Financial Reviews and Clarity07:13 The Role of Partnership in Financial Strategy📚MENTIONED IN THIS EPISODEGet 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
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9 MIN