Financial OS for Solo CEOs
- See your full financial picture.
- Make smarter growth decisions.
- Build a business designed to support where you're going next.
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SILICON PRAIRIE NEWS
2024 & 2025 Grant Winner
$150K, Nebraska Innovation Fund Prototype Grant
You're an ambitious CEO. Your financial clarity should reflect that.
You're making money. You're building impact. But your financial system? It's held together with spreadsheets, mental math, and revisited decisions.
This not only drains your capacity, but it creates cognitive load that'd be better spent somewhere else.
Questions like -
DreamMoney is that system.
"I couldn't imagine leading my business without DreamMoney. It helps me make informed decisions for every season of growth."
Elizabeth Powers
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The Difference
Decisive Financial Leadership.
Not Reactive Money Management.
Most tools help you track. DreamMoney helps you lead.
Traditional Tools
Dreammoney
Show what already happened
Create constant checking
Track expenses
Built for bookkeepers
Clarify what you're deciding next
Create a monthly leadership rhythm
Drive financial strategy
Built for bold, intentional CEOs
Your numbers aren't just something to review. They're information you can lead from.
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THE PLATFORM
Lead Clearly. Lead Boldly.
A complete decision-support system designed for solo CEOs who demand clarity, precision, and confidence in their financial leadership.
FEATURE 01
Financial Vision
Immediate clarity on meaningful revenue targets, so every sales, cash flow, and growth decision that follows is grounded in intention, not guesswork.
FEATURE 02
Custom Dashboard
A real-time snapshot of financial reality. See your secured monthly & yearly revenue, upcoming sales opportunities, and your marketing & sales focus at a glance.
See both business & personal financials at a glance
Reduced emotional reactivity
Alignment between goals and reality
Immediate clarity on where you stand
Faster, more confident decisions
Leadership-level relationship with your numbers
FEATURE 03
Client Accounts
Centralize client management and revenue retention. See all active clients across every offer in one view. Know exactly when to renew, upsell, or downsell—without letting revenue slip through the cracks.
Proactive revenue retention decisions
Clear next actions for every client relationship
FEATURE 04
Sales Planning
Translate revenue goals into executable sales strategy. Confirm profitable pricing and required sales. Replace vague income goals with deliberate revenue leadership.
Clarity on how revenue will be generated annually & monthly
Alignment between effort and goals
Focused execution instead of scattered selling
FEATURE 05
Cash Flow Management
Where money decisions are operationalized. Intentionally assign revenue to operations, owner pay, taxes, growth, savings, dreams, and other financial obligations.
Expert money management
Laser visibility into cash flow
Monthly rhythm for funding needs & dreams
FEATURE 06
Monthly Reporting
See categorization of revenue received, how money was allocated, patterns in financial behavior, and progress toward your focus areas. Paired with guided prompts that support insight and learning.
Closure on the month's decisions
Awareness of patterns, not just numbers
Consistent money review rhythm
FEATURE 07
Decision Cycles
On a regular basis, you'll move through 3 distinct decision cycles that drive aligned growth. Decision cycles are what take you from knowing your numbers to leading from them. They can be done on your own or in community on our monthly strategic calls for CEOs.
SEPT 2026
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GREAT FINANCIAL LEADERSHIP ISN'T JUST ABOUT GROWING.
It's knowing what this season requires of you.
Financial Seasons
Sometimes your business is asking you to Scale.
Sometimes it's time to Fortify.
Sometimes the smartest move is to Maintain.
DreamMoney helps you identify the financial season you're actually in so you're not blindly chasing more when your business needs something different.
Because the goal isn't constant growth at all costs.
The goal is building the financial capacity to fund the business—and life—you actually want.
Refreshing. Right?
your transformation
From Reacting to Deciding
Before DreamMoney
Making money, but lacking financial clarity
Revisiting the same decisions repeatedly
Hoping things work out
Leading from instinct instead of insight
Second-guessing constantly
With DreamMoney
Money is clear, intentional, and strategic
Decisions get closed and executed
Leading with confidence and precision
Operating from data-informed strategy
Making bold calls without hesitation
built for serious ceos
We Built This For You
DreamMoney is built for solo CEOs who are making money, but lack the system to lead it with confidence and precision.
If you're making $100K–$3M in yearly revenue, this is for you.
You're a great fit if you:
Make money, but it doesn't feel dependable or intentional — revenue comes in, but you're not sure what to do with it or how to lead it strategically.
Carry too many financial decisions in your head — you're revisiting the same decisions (pricing, hiring, saving) without closing them.
React to money instead of leading it — you wait for clarity before deciding instead of having a system that creates clarity.
Want to feel like a mature CEO — not someone winging it, but someone who leads their finances with the same precision they bring to their work.
Value systems over willpower — you know consistency comes from structure, not motivation.
This isn't for you if you:
Need basic bookkeeping or accounting — DreamMoney doesn't replace your accountant; it helps you lead strategically.
Want passive financial management — this requires monthly engagement and decision-making.
Expect the platform to make decisions for you — DreamMoney clarifies options; you still lead.
Aren't ready to look at your numbers regularly — financial leadership requires showing up monthly.
Just started your business — you need revenue and clients first; DreamMoney is for entrepreneurs already making money.
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Dream Bigger. Lead Smarter.
Ready for a different relationship with your business finances?
We're intentionally opening DreamMoney to new members in stages as we continue building the platform and community.
Join the waitlist and you'll be among the first to know when new access becomes available.
Waitlist members receive first notice of upcoming opportunities to join DreamMoney, new releases, and special DreamMoney experiences.
There is no obligation to buy by joining the waitlist.
Meet The Founder
MEGAN HALE
As a business strategist for the past 10 years helping women build healthy multi-6 and low multi-7 businesses, DreamMoney brings the tools any Solo CEO needs to not just know their numbers, but lead from them. With the addition of our Financial Leadership framework for making sound financial decisions, DreamMoney also integrates financial psychology from Megan's background as a former therapist.
DreamMoney is smart, intuitive, holistic, and centers YOU and your dreams as a Solo CEO.
We aim to support 150,000 small business owners by 2030 making us a $100M/ARR woman-owned, woman-led FinTech company.
Although our platform can support any small business owner, we intentionally center women & underrepresented entrepreneurs in all that we do.
We're thrilled to bring the most holistic financial platform to market for Solo CEOs that delivers financial clarity, financial strategy, and financial leadership to thoughtfully & intentionally scale.
We Believe In The Power of Good People Making Ridiculously Good Money.
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FAQs
Frequently Asked Questions
What makes DreamMoney different from accounting software?
DreamMoney isn't accounting. We don't replace your bookkeeper or your accountant. We focus on decision-making, not bookkeeping. While QuickBooks tells you what happened, DreamMoney helps you decide what happens next.
What types of businesses does DreamMoney support?
DreamMoney was originally designed for service-based businesses who may additionally sell either physical or digital products. If you're a coach, consultant, trainer, speaker, course-creator, web-designer, photographer, beauty-provider, therapist, SaaS founder, or freelancer providing a service (copywriters, brand designers, systems/ops providers, etc), DreamMoney was built with you in mind.
We currently do not support retail businesses that sell more than 50 products or real-estate investing businesses. If you have questions about your particular type of business, feel free to send an inquiry to hello@dreammoney.co or reach out to Megan directly on Instagram.
How much time does this require each month?
We're designed for busy entrepreneurs who want clarity over complexity.
You'll login to DreamMoney for 30-minutes/week and an hour at the end of every month. Then go back to scaling your business.
DreamMoney serves as your financial clarity hub you can log into at any time for instant clarity on your sales focus & the revenue health of your business.
What if I'm not making money yet?
DreamMoney works best for business owners already making at least $50K+. The only exception is if you've been in business for more than 3 years or have been in business for at least 1 year, but have a strong sales/finance background.
Many entrepreneurs who do not meet this criteria report our tools feel too advanced for where they are, but we have multiple case studies of entrepreneurs making less than $50K who benefit from our platform.
They typically report 60% of our tools being immediately relevant and the remaining 40% becoming relevant as they increase their revenue. All, however, report an immediate shift in the way they approach strategic decisions in their business.
If you're a growth-minded entrepreneur under $50K who values financial leadership & building a strong financial foundation, our monthly subscription offers a low-risk way of experiencing the DreamMoney™ difference in approaching your business strategically as a Solo CEO.
Does DreamMoney replace a business coach?
Short answer - it could. DreamMoney is a standalone system that will give you everything you need to financially lead your business. Although it wasn't necessarily designed to replace a business coach, it was definitely designed to help you think like one.
We've found entrepreneurs who use DreamMoney and choose to additionally invest in business coaching tend to get faster, more accelerated results because they show up to coaching knowing their numbers, are able to have more advanced conversations that impact their growth, and business coaches LOVE when their clients bring financial clarity to the table because it allows them to go deeper, faster into business strategy.
How much support do I get with the platform?
Setting up your DreamMoney dashboard is a fully self-sufficient process and requires no additional support. You'll enter your own numbers and offers relevant to your business model and be ready to go. All of our Decision Cycles (annual, monthly, and thirderly) can additionally be completed on your own, but Megan also currently leads each of these live for the entire DreamMoney community. You'll get access to her wisdom once a month to help you deepen your financial leadership.
As our platform grows, those calls will eventually be led by certified DreamMoney coaches so if Megan's wisdom is valuable to you, the time to jump in is now! Megan is committed to leading these calls through December 2026.
Can I cancel anytime?
Yes, on the monthly plan. Annual subscribers commit to 12 months but get the best value (2 months free).
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We share new feature releases, private podcast episodes with our community & Founder, and upcoming events!
Rich Move!
Be among the next group of Solo CEOs who get access to DreamMoney! Add your name to the waitlist below:
Rich Move!
Be among the next group of Solo CEOs who get access to DreamMoney! Add your name to the waitlist below: