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Who We Help
We work with the do-ers — the people brave enough to start.
New business owners, freelancers, and early LLCs who are ready to stop guessing and start building with confidence.
You don’t need another guru or another complicated system. You need a clear path, the right tools, and someone in your corner who gets it.
If you want your business to feel steady, legitimate, and set up for growth — without the overwhelm — you’re in the right place.
Sage Money Mastery helps you build the foundation so you can focus on what you actually love doing.
Ready to talk it through?
Book a quick, no-pressure meeting with our team and find out where to start.




Start Free With the Business Baseline Webinar
The 5 Things Every Business Must Have to Be Formed, Funded, Secure, Legit, and Ready.
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Get the plain-language overview of the 5 essentials.
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Understand what you can do yourself vs. when to bring in a pro.
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Walk away with the checklist and your first action step.

If even one of these is missing, your business feels shaky. When all five are in place, you have the confidence and structure to grow.
The 5 Essentials Every Business Needs
Formed
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Entity filed and EIN secured
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Bank account open in your business name
Funded
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Bookkeeping system running
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Budget and cashflow planned
Secure
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Licenses and insurance in place
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Tax deadlines on the calendar
Legit
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Domain + branded email
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Google Business Profile and website live
Ready
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Standard contracts in place
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Review and referral system started
Formed
-
Entity filed and EIN secured
-
Bank account open in your business name
Funded
-
Bookkeeping system running
-
Budget and cashflow planned
Secure
-
Licenses and insurance in place
-
Tax deadlines on the calendar
Legit
-
Domain + branded email
-
Google Business Profile and website live
Ready
-
Standard contracts in place
-
Review and referral system started

Pick the path that matches where you are right now. Start free, or get hands-on support to move faster.
Choose How You Want to Get Started

Straight answers to the questions we hear most from new business owners.
FAQ
Is Sage a CPA firm?
No. Sage guides you through the 5-point baseline. When you need tax or legal expertise, we connect you with trusted partners.
Can you set up my LLC?
We’ll show you exactly what’s needed. If you’d rather not DIY, we offer “done-for-you” filing services through our partners.
What will I leave with?
It depends on the level of service you choose — from a simple checklist at the webinar to a complete baseline build-out with our programs.
Who are your trusted partners?
We collaborate with Selena Fogg CPA for tax and compliance, and R. King Design Group for branding, websites, and visibility.
How do I know which service is right for me?
That’s what the webinar and workshop are designed for — you’ll see where you stand and what support makes sense next.
Can I have a consultation first to make sure I’m a fit?
Yes. We offer free discovery calls so you can ask questions, get clarity, and see if Sage is the right step for your business.
Is Sage a CPA firm?
No. Sage guides you through the 5-point baseline. When you need tax or legal expertise, we connect you with trusted partners.
Can you set up my LLC?
We’ll show you exactly what’s needed. If you’d rather not DIY, we offer “done-for-you” filing services through our partners.
What will I leave with?
It depends on the level of service you choose — from a simple checklist at the webinar to a complete baseline build-out with our programs.
Who are your trusted partners?
We collaborate with Selena Fogg CPA for tax and compliance, and R. King Design Group for branding, websites, and visibility.
How do I know which service is right for me?
That’s what the webinar and workshop are designed for — you’ll see where you stand and what support makes sense next.
Can I have a consultation first to make sure I’m a fit?
Yes. We offer free discovery calls so you can ask questions, get clarity, and see if Sage is the right step for your business.
Talk it through before you decide.
Schedule a free discovery call — we’ll walk through your business, answer your questions, and point you to the right next step.
Use the booking form on this page to pick a time that works best for you.
Talk it through before you decide.
Schedule a free discovery call — we’ll walk through your business, answer your questions, and point you to the right next step.
Use the booking form on this page to pick a time that works best for you.

Ready to Start Your Business the Right Way?
Start with the 5 essentials — Formed, Funded, Secure, Legit, and Ready. Join the free Business Baseline Webinar and take your first confident step.
