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The Financial Leadership Platform for Solo CEOs

Built for entrepreneurs generating $100K-$3M who are just as serious about their impact as they are about their revenue.

We don't just help you know your numbers.  We help you lead from them!

See your full financial picture. Make clear decisions monthly. Build a business that's financially sound.

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SILICON PRAIRIE NEWS

2024 & 2025 Grant Winner
$150K, Nebraska Innovation Fund Prototype Grant

You're an ambitious CEO. Your financial system 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 - 

What can I actually afford to pay myself?
Can I hire right now, or should I wait?
What shifts if sales dip next month?
Am I on track—or just hoping?
You don't keep coming back to these decisions because you're indecisive. You keep coming back because you don't have a system for deciding them.

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

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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.

APRIL 2026

APRIL 2026

SEPT 2026

Decision CycleS

Your Leadership Edge for Confident Money Moves

1

ANNUAL Decision cycle

Your annual anchor. Name your current financial season.  Commit to your primary financial focus. Define revenue targets that matter. Set clear signals for when to pivot. 

EXPERIENCE IT LIVE JAn 26th!

2

monthly Decision cycle

Your monthly rhythm.  Review Your Numbers → Allocate Your Revenue → Decide What's Next → Close or Defer. Here, you'll keep a good pulse on your monthly progress and set your strategic focus for the month ahead.

3

thirderly Decision cycle

Your tri-annual review. Every four months, assess your strategy, capacity, & need for support.  Make proactive shifts where needed for continued business growth.

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.

Serious Financial Leadership.
Accessible Pricing.

Two straightforward options. Both include full platform access and monthly decision cycle calls with Megan.

Monthly

$97

per month

Full platform access

Complete decision cycle system

Monthly Decision Call with Megan

Cancel anytime

Commit Monthly

Yearly

$997

per year (save $167)

Full platform access

Complete decision cycle system

Commit Yearly

12 monthly Decision Calls with Megan

Cancel anytime

1:1 sixty-minute custom financial strategy call with Megan ($500 value) 

  • Fully developed software features including your Financial Vision - one of the most important components of clarifying your financial targets that are profitably & sustainably sound
  • Features that are currently in development including:
  • Financial Dashboard & Client Accounts (Estimated Launch: April 2026)
  • Monthly Reporting (Estimated Launch: September 2026)
  • Features that you get immediate access to in proven spreadsheet form until they move into development including: 
  • Cash Flow Management (Estimated Launch: July 2026)
  • Sales Planning (Estimated Launch: April 2027)
*Founder's Note:  the DreamMoney™ Method brings 9 years of tested process for service-based and product-based business owners.  What started as a proven spreadsheet system across hundreds of businesses has become the foundation for our entire platform that is being built thoughtfully, one feature at a time. Our current product includes a blend of:

SIMPLE PRICING

Financial Leadership comes from having the financial clarity you need to make clear, informed, strategic decisions.   Our current system delivers everything you need to drive growth & lead your money as a Solo CEO.  By starting now, you not only empower your business with a proven financial framework, but you get to be on the ground floor and shape our features from the ground up.

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 in all that we do.

We're thrilled to bring the most holistic financial platform to market for Solo CEOs who need tools that deliver financial clarity, financial strategy, and financial leadership to thoughtfully & intentionally scale.

We Believe In The Power of Women 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 type businesses 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?

The monthly decision cycle takes 30-60 minutes each month.  We're designed for busy entrepreneurs who want clarity over complexity.  

You'll login to DreamMoney, make your decisions for the month, and then go back to scaling your business.  

DreamMoney also 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 $100K yet?

DreamMoney works best for business owners already making $100K+.  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 $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. If you're a growth-minded entrepreneur under $100K who values financial leadership, our monthly subscription offers a low-risk way of approaching your business strategically so you can weigh the benefit the platform brings to you 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.

Is there a free trial?

Not currently. DreamMoney is a $97/month or $997/year commitment.
We've designed it to be accessible and high-value from day one. If you're genuinely uncertain whether DreamMoney is right for you, reach out—we're happy to answer questions before you subscribe.

What I will share is even if DreamMoney isn't a good fit and all you walk away with is clarity on your 3 custom revenue goals we calculate for you, you're already 20 steps ahead of entrepreneurs who are simply guessing.

Can I cancel anytime?

Yes, on the monthly plan. Annual subscribers commit to 12 months but get the best value (2 months free).

More Q's? Or want to book Megan for a training?

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