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"THE FIRST OF ITS KIND"
We're on a mission to elevate more women into more wealth.
- By Helping You -
Get more strategic about your growth
Master sustainable cash flow
And turn your business into a financial powerhouse that can bring any dream to life!
"Every Successful Business Needs a Sustainable Revenue Plan."
- Megan Hale, CEO & Founder of DreamMoney
"Dream Money helped me double my revenue & start saving towards my dream house. I finally have the tools I need to be two steps ahead!"
Elizabeth Powers
The first holistic business planning platform for Solo-Entrepreneurs & those with small teams to help you profitably & sustainably scale.
Calculate Meaningful & Profitable Revenue Goals
Identify financial targets that prioritize sustainable cash flow that are also anchored in your personal financial needs & dreams.
Know your numbers & healthy margins
Always know your costs in both your business & personal financials with Dream Money's intuitive custom spending plans.
WE HELP YOU
Map Out Sustainable Revenue Plans & Price Points
Build your sustainable business model one revenue stream at a time determining sustainable price points & sales goals as you go!
Expertly Manage Your Cash Flow Like a Savvy CEO
No business is financially sound without rich financial systems that help you maximize your revenue & create radical peace of mind.
Strategically Drive Sustainable Growth
With our robust reporting features, you'll have the most important data at your fingertips to make informed, strategic decisions that prioritize sustainable growth.
Step Into Your Most Empowered relationship with money
We're not just here to help you strategically earn more money. We want to help you feel masterful with money! That's why all of our features are powered by financial psychology for building financial confidence from the inside out.
We Made This For You
Coaches & Consultants
And those offering 1:1 services, group programs, live events, & digital products to both B2C & B2B.
Service Providers
Fractional CMOs, CFOs, COOs, Freelancers, & other professional service providers supporting small business owners.
Website designers, brand designers, product-based business owners, & photographers.
Makers & Creatives
Course creators, template creators, affiliate marketers, & influencers.
Digital Creators
Get Ready For Money That's...
D
Deliberate
R
Reliable
E
Easeful
A
Abundant
M
Meaningful
Our Features
We're Not Quickbooks or accounting.
We help you dream big dreams & Strategically fund them!
CURRENT
FUTURE
FEATURES
Smart, Sustainable Business Starts With DreamMoney!
Business Spending Plans
Every financially sound business has a good finger on the pulse when it comes to its costs. Inside your Business Spending Plan, you'll be guided to clarify your operating expenses, your team costs, & your reinvestment expenses to ensure your costs are prioritizing profitable, sustainable operating margins.
Personal Spending Plans
One of the most important health metrics of a business is its ability to pay the CEO. Inside your Personal Spending Plan, you'll determine the salary you truly need to support you and your family as the business owner. DreamMoney takes a "pay yourself first" approach ensuring you're getting paid to prioritize sustainable growth.
Financial Dream Calculator
Chances are you didn't start your business to just cover the bills. You started your business to fund your dreams! Inside our Dream Calculator, you'll clarify your financial dreams, when you want to reach them, and how much they cost. These dreams will serve as key anchor points for building a scalable business mode that can bring them all to life!
Revenue Goals Calculator
Having meaningful, specific financial targets that stabilize your business as well as fund your dreams are essential for ensuring the numbers you're pursuing propel you into sustainable cash flow. Our powerful proprietary calculator provides THREE unique revenue goals that serve as the foundation for your strategic revenue plan giving you Good, Better, & Best Goals that scale with you as you grow!
Business Model Builder
Every successful business needs a sustainable business model and most importantly, a sustainable business plan. Inside DreamMoney's Business Model Builder, you'll be guided to map out your revenue streams including services and products as well as clarify your price points and sales goals that then inform your marketing. You'll have laser clarity on where your business model stands in its ability to reach your financial goals and be able to make high-level strategic decisions for sustainably increasing your revenue.
Financial Projections
Peace of mind comes from being able to see your projected cash flow. Inside DreamMoney's financial projections, you'll be able to see your anticipated cash flow for the next 12 months as well as run custom parameter searches to clarify how much revenue your business has secured across your chosen time frame. You'll have the instant clarity you need to spot expected dips in revenue as well as high cash months allowing you to plan with much more certainty through the natural highs and lows of cash flow.
Cash Flow Allocator
Financial mastery as a business owner increases greatly when you know how to manage your cash flow. Inside DreamMoney, you'll allocate your money on a monthly or bi-weekly basis ensuring your revenue supports your key financial needs and protects healthy margins. You'll have a pristine record of where your money went and how it was spent as well as prioritize building business savings for if, and when, you need it!
Profit Sharing Planner
Want to reward your team by profit sharing? Inside DreamMoney's Profit Sharing Planner, you'll be guided to decide how profit is used in your company as well as how it's shared. Want to create a Learning & Development Fund with a percent of your profit? Done! Want to reward your team based on their longevity with the company? Also done! You'll simply enter your preferences into our calculator and DreamMoney will do the rest.
Yearly Business Summary
Ever feel like it's hard to keep track of what really happened in your business each year? That's why we provide an EOY summary detailing:
- Your big money wins
- A breakdown of how your money was made so you can identify your most profitable, successful revenue streams
- A breakdown of how your money was allocated so you always know where it went
- As well a breakdown of your projected revenue vs real revenue each month so you can strengthen your financial projections
Monthly Financial Reporting
Anticipated to be our first new feature to roll out in 2025 will be our monthly financial reporting - a quick snapshot you'll receive at the end of every month categorizing your revenue earned as well as your projected vs. real revenue. DreamMoney will integrate with Stripe, Paypal, Square, and other popular financial platforms to track your sales as they're made and even allow you to set up rules so new sales of the same kind are automatically categorized & saved in your custom dashboard.
You'll receive a pie chart with additional details showing you exactly what percent of your revenue came from what sales. And there will also be a CEO reflections feature so you can capture what went well that month and what you need to shift for next month to keep your eyes on your big goals!
You'll receive a pie chart with additional details showing you exactly what percent of your revenue came from what sales. And there will also be a CEO reflections feature so you can capture what went well that month and what you need to shift for next month to keep your eyes on your big goals!
What/If Cash Flow Modeling
As DreamMoney grows, one of our biggest goals is to offer you "what/if" scenario planning to help you compare and contrast different financial decisions in your business. With our "What/If" modeling, you'll be able to slide launch and sales time-lines, increase/decrease price points or sales goals, and play with different affiliate commissions to see their direct impact on your cash flow.
Intuitive Accounting
We might not be Quickbooks (or even strive to be), but we do envision integrating intuitive accounting features into our platform in the future. We believe accounting should be designed for small business owners vs only CPAs and Bookkeepers. Be rest assured, we'll take a CEO approach to making accounting easy-peasy with custom categorizes you want to track & rules that reconcile your books in a snap that make DreamMoney your finance team's new best friend!
Wealth Building Dashboard
Our entire mission is to elevate more women into more wealth. We see a future where DreamMoney is not only the strategic business planning hub you turn to on a daily basis for earning more sustainable revenue, but also a hub for seeing how your money is growing through our custom wealth building dashboard.
You'll be able to see your money grow and track your way to retirement that offers powerful financial insights for both the short-term & long-term.
You'll be able to see your money grow and track your way to retirement that offers powerful financial insights for both the short-term & long-term.
White Label Option
Are you a business coach, Director of Ops, Fractional CMO, Fractional CFO, bookkeeper, or accountant? We're creating our White Label option just for you!
As a White Label partner, you'll be able to present DreamMoney as your own personal software in your own branding with full admin functionality to support your clients' businesses.
This is high on our priority list. Anticipated roll out is 2026! Pricing details to come.
As a White Label partner, you'll be able to present DreamMoney as your own personal software in your own branding with full admin functionality to support your clients' businesses.
This is high on our priority list. Anticipated roll out is 2026! Pricing details to come.
Future Integrations
GET STARTED
As DreamMoney grows, our goal is to partner with other business tools to import helpful data into your custom dashboard. Some of these integrations may include CRMs, google analytics, and Meta to create custom marketing KPI dashboards.
As we add accounting features, we also envision securely connecting to your bank accounts so you can see your account balances all in one place and DreamMoney will have the insights it needs to categorize your expenses as they leave your account.
We are so excited about the future and creating the most holistic financial & strategic hub for small business owners on the market!
As we add accounting features, we also envision securely connecting to your bank accounts so you can see your account balances all in one place and DreamMoney will have the insights it needs to categorize your expenses as they leave your account.
We are so excited about the future and creating the most holistic financial & strategic hub for small business owners on the market!
See Our Features In Action
Pricing
Accessible pricing for every budget. Buy QUARTERLY for the most flexible option, buy YEARLY to get our BEST possible value!
Please note, 5 of our current features are still in software development, but are immediately available in their current spreadsheet form.
Best For Cash Flow!
QUARTERLY
$297/qtr
Renews In 3 Months
Cancel Anytime
Access to all 9 current features
1 monthly Power Hour Community Call with Megan, a Million Dollar Founder, to uplevel your financial skillset & money mindset 💸
START NOW!
BEST Value + Bonuses!!
YEARLY
$997/yr
Renews In 12 Months
Get 2 Months FREE!
Access to all 9 current features
1 monthly Power Hour Community Call with Megan, a Million Dollar Founder, to uplevel your financial skillset & money mindset for a full 12 months!! 💸
PLUS $750 In Early Adopter Bonuses
⭐️
*Only 50 1:1 Bundles Available!!
30-minute Personalized Onboarding Call with our Team for setting up your DreamMoney™ dashboard.
- Need help migrating your numbers? Done ✅
- Want immediate feedback on your dashboard without having to wait for our monthly Power Hour?
Done ✅
Let us roll out the red carpet with your personal concierge 💅🏼
$250 Value
PLUS, OUR MOST REQUESTED BONUS - A 30-minute 1 on 1 Scaling Strategy Session with Megan
$500 Value
- Want personalized feedback on your business model & revenue plan from a Million Dollar Founder?
Done ✅
Get Megan's eyes on your revenue strategy for your QUICKEST path to cash!!
Please note, 5 of our current features are still in software development, but are immediately available in their current spreadsheet form.
BUY YEARLY!
