Mastering Your Money Through Margin: An Introduction to The Overflow Method

Money mastery isn’t about working harder, cutting back on every expense, or constantly chasing the next client. It’s about alignment.

In this week’s episode of Harmonious Wealth, I introduce you to the Overflow Method, the four-part framework we use inside our Financial Strategy Experience to help women entrepreneurs create margin, pay themselves consistently, and lead their businesses with peace and purpose.

This isn’t just a strategy. It’s a shift—from hustle to harmony. From scarcity to stewardship.

Let’s walk through it together.

https://youtu.be/PLTs5NNc5u4

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1. Vision Casting: Start With the End in Mind

Before you try to scale or streamline, you have to clarify what you’re actually building.

In this phase, we help our clients uncover:

• What kind of life are you building this business to fund?
  
• When do you want to retire?
  
• What will your legacy be?

We start each client relationship with a legacy planning session, then map your business model to your long-term wealth goals. From there, we create your personalized CEO Salary Blueprint—your first financial anchor.

Takeaway: You can’t build a God-honoring business if you don’t know the vision He’s given you.

2. Financial Storytelling: Make Your Numbers Make Sense

Your numbers are always telling a story. The question is—do you know how to read it?

Most entrepreneurs are pulling reports without truly understanding what they’re saying or what to do next. In this phase, we walk through your real data to help you:

• Identify profit patterns
  
• Spot financial cycles
  
• Address misalignments
  

Each month, we deliver a financial report with a video overview, so you’re not left guessing. You’re making decisions from clarity.

Reflection Exercise:
Review your last 90 days of revenue. Ask yourself:

• Where is the income most consistent?
  
• What offer costs the most to fulfill?
  
• Am I spending time where the return is highest?

3. Profit Leak Detection: Stop the Drain

Once we understand your story, we zoom in on what’s draining your resources.

Through our Keep Half Diagnostic, we ask:

• Are you able to pay yourself?
  
• If not, what’s leaking?
  
• Are your subscriptions, tools, or team in alignment with your salary and goals?

We’re not here to cut just for the sake of it—we want to preserve your peace and build a profitable flow that sustains your mission.

Takeaway: You deserve to keep more than you’re leaking. Your compensation matters.

4. Wealth Flow Design: Stewardship in Action

Finally, we bring it all together. Using your CEO salary, your key metrics, and your ideal business model, we design your profit plan. This includes:

• Cash flow forecasting
  
• Lead and prospect goals
  
• Revenue benchmarks
  

This is where sustainability meets vision. Our clients who lean in and trust this process often see a shift not only in how much they earn—but how consistently they’re able to pay themselves and build reserves.

Checklist: Designing Your Wealth Flow
✔ Do you know what you need to pay yourself?
✔ Have you mapped out the number of leads required to hit your revenue goal?
✔ Are you building in margin for savings, taxes, and rest?

The Overflow Method isn’t about quick wins. It’s about building a sustainable, Spirit-led financial foundation—one that honors your calling and funds the life you’re praying for.

Ready to take the first step?

Download your FREE CEO Salary Calculator and start building margin with intention.

You don’t need more hustle. You need the right structure. Let’s build it together.