The AI Wealth Clarity Workshop
Stop Guessing If You Can Afford Things - See Your Money Clearly in 10 Minutes
In this live 60-minute masterclass, you’ll discover how to see your money clearly, make confident decisions fast, and stop second-guessing every financial move — even if your income is irregular or complex.
What You’ll Learn Inside the AI Wealth Clarity Workshop
You won’t leave with theory — you’ll see how to use AI to clean, clarify, and command your money like a CEO.
Turn financial chaos into clarity in 3 minutes
See how AI transforms messy spreadsheets, Stripe reports, and bank downloads into one clean, visual dashboard — so “I think I have money” becomes “I know exactly where I stand.”
Behavioral Spend Intelligence
AI uncovers spending patterns that reveal both your business strategy and your stress triggers — helping you design intentional rules before you spend.
Predictive Forecasting
Watch AI build a week-by-week forecast showing when money lands, when it leaves, and what you can safely invest without stress. Make confident, data-backed decisions about hiring, scaling, and spending.
WHY IT MATTER'S
This isn’t about spreadsheets. It’s about stability.
You’re not bad with money — you’ve just been under-supported by the wrong systems. When you finally have clear visibility, your decisions shift from reactive to intentional.
You stop second-guessing every choice. You stop feeling like your money runs you. And you start leading your finances with the same confidence you bring to your business.
That’s what real financial clarity feels like — and you’ll experience it in this workshop.
What To Expect
🧠 Before the Workshop: Get Clear on Your Biggest Money Pain
The magic happens when we solve your actual problem. So before the workshop, I want you to think about this:
"What money task do you dread the most?"
Is it:
- Not knowing if you can afford a big decision (hiring, investing, scaling)?
- Avoiding looking at your numbers because it stresses you out?
- Feeling like money just passes through—you make it but can't keep it?
- Always reacting instead of planning ahead?
During the workshop, I'll ask for your pain points—and we'll solve one live.
So come ready to participate.
🎁 Get Your Free Tool
Before the workshop, I want to give you something valuable you can use right now.
Passive Income Possibilities Generator
This AI-powered tool helps you discover passive income opportunities specific to your skills, experience, and situation.
Takes 5 minutes. You'll walk away with ideas you can actually implemen
💡 Get a Head Start: Try This Prompt
Want a preview of what's possible?
Here's a simple prompt you can run right now in ChatGPT (or Claude):
You are a world-class financial systems designer for high-performing entrepreneurs with multiple income streams.
Your task: Build a WEEKLY CASH FLOW DASHBOARD that automatically calculates and visually summarizes my money position.
Here’s what I’m tracking:
- Business checking: $12,400
- Personal checking: $2,300
- Business savings: $8,000
- Personal savings: $4,500
- Credit cards (balances): $6,200
- Pending payments owed to me: $5,700
- Upcoming bills in next 30 days: $4,100
- Last week’s total available funds: $14,500
Please:
1. Do all calculations directly.
- Total Liquid Cash = sum of all cash accounts
- Total Committed = credit card balances + upcoming bills
- True Available Funds = (Liquid Cash + Pending Payments) - Committed
- Trend = compare True Available Funds to last week’s value, and show % up or down.
2. Display results in a clear, formatted table.
3. Add a visual indicator for trend (↑ or ↓ plus percentage) and a one-line motivational insight.
4. Include a 5-Minute Monday Update Checklist for how to refresh this weekly.
5. Make it engaging, visual, and exciting — use line breaks, emojis, and bold text for clarity.
Plug in your real numbers. See what happens.
This is what we'll be building live during the workshop—but for every part of your money.
What People Are Saying
Real People, Real Transformation
"“I used to open my bank app and feel sick. Now I know what’s actually happening — and I don’t get that pit in my stomach anymore.”"
Jessica K.
Small Business Owner
"I didn’t realize how much guessing I was doing until we built the system. I can make decisions without second-guessing myself to death"
Marcus T.
Marketing Consultant
“Before, I felt like money just disappeared. Now I can see it. I can plan. And I don’t freak out every time Stripe pays me late.”
Danielle R.
Real Estate Entrepreneur
“Honestly, I didn’t need more motivation — I needed to see the numbers make sense. This was the first time money actually clicked for me.”
Ray P.
Coach & Consultant
Choose Your Date
Same workshop. Three chances to catch it live
Each session is the same hands-on, no-fluff training — just pick the time that works for you..
This isn’t one of those boring webinars.
You’ll actually see how to turn messy money into something that makes sense — in real time.
Bring your coffee, bring your questions — and walk out knowing exactly what’s been missing.
🎁 Bonus: What Happens After the Workshop
At the end of the workshop, I'll give you two prompts you can take home and use immediately—whether you work with me or not.
You'll also get access to the replay for 48 hours.
And if you want to build your full AI-Powered Wealth Operating System—the one that runs your money like you run your business—I'll show you exactly how inside the AI Wealth Accelerator.
More on that during the workshop.
Who's Leading This
Missy Ross, CPA (Retired)
I’m a retired CPA with over 20 years in internal audit leadership in banking, where I specialized in uncovering blind spots, assessing risk, and helping organizations operate with transparency and confidence.
I help entrepreneurs create clarity and structure around their money — designed for how they actually earn — so they can make confident decisions without the chaos.
I’ve been where you are: tracking everything “perfectly,” doing all the right things, and still feeling lost. I know what it’s like to stop treading water and finally lead your money instead of chasing it.
This isn’t about discipline. It’s about building a clear framework that supports your decisions — so your money finally works with you, not against you.
My goal is simple: to help you finally feel calm, confident, and in control of your money — not overwhelmed by it.
Save Your Free Spot
Save Your Free Spot
No credit card needed. Free access to all three sessions, pick the one that works for you.
Important Disclaimer:
The AI Wealth Accelerator is created and delivered by Ross Financial Coaching. It provides tools, frameworks, and education to help entrepreneurs create clarity and confidence in their finances. It is NOT financial, legal, tax, or investment advice. For personalized financial planning, consult a licensed professional.
Questions? Email [email protected]