VISION INTO PROSPERITY (VIP) COUNCIL
- A Rise Up Circle for Crown Members -
Replays available for CROWN Members
Next Session: Monday, October 12
Zoom @ 6:30 PM US Central (CT)
ALL TIMES LISTED ARE US CENTRAL (CT)
Find Your Time Zone
(List Minneapolis, MN in Location 1)
Join us for a 6-month flight path where NWW's Legacy Advisor and Business Strategist, Christy Morrell-Stinson, and Financial Advisor, Joan Gilles, address critical tipping points in the entrepreneurial journey from idea to financial independence.
These sessions will include a Future-Proof Business Model and Business Owner Financial Mastery PRINCIPLES that you can apply at every stage.
An exceptional value for Crown members, the VIP Council is a practical, results-driven group coaching experience that is designed to help you create a successful business that aligns with your highest calling.
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(October) Month 4: Client Acquisition and Impact Investing
Future-Proof Business Model: Christy coaches you through the process of enrolling and onboarding committed clients to set them up for success.
Understand your cost of acquisition, the lifetime value of your ideal client, and building processes that scale, to move from scattered effort to a repeatable engine of growth.
Business Owner Financial Mastery: Joan shares how to direct and invest your business and personal income surplus to create impact for the issues you care about.
Joan introduces the principle that your money can work in alignment with your values, not just your balance sheet.
Impact investing means directing capital toward businesses, funds, and initiatives that generate financial returns while advancing the causes you care about.
For women building businesses that create a new and better world, this is where your financial strategy and your life's purpose converge. Joan walks through the practical options for getting started.
This session also addresses a common trap: waiting until "someday" to invest.
Many women delay because they believe they need to reach a certain income threshold before investing makes sense.
Joan shares how the mindset of investing surplus right away, even small amounts, builds the financial muscle and the habit that compounds your money across time. Start where you are. Invest with intention. Let your money reflect who you are becoming.
(November) Month 5: Client Advocacy and Diversifying Investment
Future-Proof Business Model: Christy shares how to transform satisfied clients into your most powerful referral source through differentiation. How to deliver in a way that makes your clients your advocates, and how to leverage clients as business advocates, generating pre-sold priority buyers which creates a self-sustaining growth loop.
Business Owner Financial Mastery: Joan confronts a dangerous assumption:
My business is my retirement.
Drawing from decades of advisory experience with women in transition, she makes the case for diversifying your wealth away from the business itself, and getting realistic about business valuation and exit, if you’re counting on that sale in the future.
Joan introduces the concept of building wealth outside the business even while the business is still growing, so that your financial future is never hostage to a single asset.
(December) Month 6: Growing with Business Support and Investment Know-How
Future-Proof Business Model: Christy teaches how to build a support system — from AI tools to executive assistants to strategic hires — without compromising profitability.
Get honest about reinvestment ratios, operational costs, and what it really takes to scale without building an owner-operator trap.
Business Owner Financial Mastery: Joan brings the six-month journey full circle.
Now that the business is generating income, the support systems are in place, and the financial disciplines are established, Joan addresses the long view:
How do I manage, protect, and grow my wealth? What are my investment options now, and in the longer term? How do I optimize my tax strategy?
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Book a Clarity Call with Christy to analyze your specific situation.
Month 1 Replay:
Generating Qualified Leads
Future-Proof Business Model: Christy talks through how to attract and engage the right prospects (priority buyers, not tire kickers or freebie hoppers) without burning out or burning through capital.
Build visibility and magnetic presence in your market through strategic relationships, focused on the power of targeted insights, not just marketing spend.
Business Owner Financial Mastery: Joan opens the six-month journey by addressing the relationship most women have with money that affects business income and wealth creation.
The Financial Essentials: Before we fly, we must be grounded. These basics remain the bedrock of every successful transition:
Spend less than you earn.
Budget with intent.
Maintain an emergency fund.
Manage debt strategically.
Many women carry inherited beliefs about money that quietly undermine their business decisions. Money can feel stressful. Money can sometimes change people in ways we do not welcome. Asking for money can feel pushy.
Managing money can feel like a burden. These beliefs create unnecessary pain around money and power that can sometimes show up as avoidance, undercharging, overspending, or simply not looking at the numbers.
Joan reframes the conversation from the start: your relationship with money is the foundation beneath every business decision you will make in this council.
Before we talk about pricing, client acquisition, investing, or wealth accumulation, we invite you to get honest about what money means to you right now and what you want it to mean going forward. And then, make a commitment to the principle of Financial Essentials.
This is a practical reset that clears the path for financial triumph.
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Book a Clarity Call with Christy to analyze your specific situation.
then >
Month 2 Replay:
Crafting Your Offer
Future-Proof Business Model: Christy shares how to price, position, and articulate your value. She brings a financial lens to pricing, providing you with tools to calculate what your costs actually demand now and forecast changes before your profits are compromised. If you cannot price your offer so that you can pay yourself first and accumulate wealth, you do not yet have a viable business.
This session sets the discipline of knowing your true cost of delivery, cost of sales, and overhead whether you’re in a service and/or product-focused business model.
You will be equipped to never underestimate your worth or compromise your value. Gain confidence for how you price; how you ask for the sale; how you get paid on time; and how you negotiate terms, deals, partnerships, or loans.
You will confront common mindset barriers that cause women to mentally second-guess the value of their expertise, and learn to naturally and confidently command what your mastery deserves.
Business Owner Financial Mastery: Joan introduces the foundational question,
“What is the financial purpose of your business model?”
Is it enhancing your lifestyle? Creating a legacy? Funding a transition?
Becoming certain of your purpose for being in business gives you confidence for deciding what and when you pay yourself, and making the choices for how your business income becomes accumulated wealth.
Joan lays the groundwork for understanding how much income you require from your business (salary, commissions, profits, and other owner benefits) and how to structure your aligned money management system that accumulates and protects wealth.
Learn the principles of paying yourself first and accumulating wealth rather than spending it all on personal expenses. As revenue begins to flow, most women default to caring for everyone else first and paying themselves last (which sometimes means never).
If paying yourself first doesn't leave enough for expenses, something structural has to change.
Build the habit of treating owner compensation as non-negotiable.
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Book a Clarity Call with Christy to analyze your specific situation.
then >
Christy Morrell-Stinson
Living Legacy Advisor and Business Strategist for Founders and Investors
Founder of LANIAKEA Starship
Christy mentors visionary creators and founders on their journey to industry leadership. Guided by their faith and intuition, her clients translate life purpose into investment-grade business strategy while surfacing the key data that confirms and guards their direction and high-stakes decisions.
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Her proprietary systems contain wisdom accumulated across 33 years in business mergers & acquisitions environments. She has guided over 500 clients to move confidently from inner conviction to measurable reality at any stage of business or nonprofit development.
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Christy's family-office style Alliance partners with you to create and grow business value, take your exit on your terms, or acquire more businesses.
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Christy would love to receive referrals to women who fit this description: Visionary, Creative, Business-Minded, Ambitious, Compassionate.
Month 3 Replay:
Lead-the-Market Strategy and Create Reserves As You Grow
Future-Proof Business Model: Christy guides you to lead market interest and call for specific prospect action with calm and certainty.
Whether you're a spiritual teacher, a product innovator, or a service provider, this session maps the practical path from preparation to market-ready launch.
Business Owner Financial Mastery: Joan tackles the all-or-nothing pattern she sees in women entrepreneurs — the tendency to pour every ounce of energy (and every dollar) into acquiring and serving clients while neglecting to set anything aside.
As business income increases, Joan introduces the discipline of creating financial reserves both within the business and also within your personal financial structure.
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Book a Clarity Call with Christy to analyze your specific situation.
then >
Special Guests
Joan Gilles
Financial Advisor, Encore Financial
Joan’s relationship with money was shaped by real life—family lessons, major transitions, and learning the hard way how to balance security with living fully. After discovering early in her career that financial planning simply made sense to her, she found her calling helping clients navigate change with clarity and confidence. Today, Joan brings decades of experience, deep empathy, and a genuine love for her clients into every conversation.
Rachel Boone
Founder of Mindful Marketing
Rachel Boone began her entrepreneurial journey in 2009 with the launch of TriLeaf Designs. In 2024, that vision evolved into Mindful Marketing—a bold and intentional rebranding rooted in a clear mission: to help entrepreneurs make mindful data-informed decisions that align with their purpose and vision.
With over twenty years of experience working alongside business owners, Rachel has seen firsthand how many brilliant entrepreneurs have face doubt, discouragement, and pressure to conform to more conventional paths. She understands that building a business is more than a career choice; it is a courageous act of self-expression and one of the purest ways to share your gifts with the world.
At the heart of Mindful Marketing is Rachel’s unique ability to fuse strategy with soul. Her team's approach integrates strategic insight, intuitive guidance, and a foundation of data and analytics to craft strategies that are both effective and authentic. She has a gift for turning complexity into clarity, helping business owners articulate their message with confidence, precision, and heart.
