winter seasonal review (jan - mar 2025)

a transparent look inside the internal business side of Reimagine Wealth

winter in so called “tx”

if this is your first time exploring this area of my substack, check out welcome to…a look inside the shop for an overview of the intentions behind these essays as well as more information about the structure of Reimagine Wealth, my service offerings, my enough number, and more! 🌸

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winter 2025 ❄️: reflections and numbers

numbers 📊:

in winter 2025, Reimagine Wealth had a net profit¹ of $741*:

*this does NOT include income I made by working at Obran

from Reimagine Wealth’s gross revenue² of $4,390 (which does not include any pro bono work or work trade options I did this season)

• $1,358 came from hourly financial planning work through Saltbox Financial

• $2,136 came from 1:1 money coaching which I offer at a sliding scale³

• $392 came from workshops I offered this season at a sliding scale and free / pay-what-you-can option for those who would be unable to meet their basic needs paying on the lowest end of the sliding scale

• $504 came from my writing and podcasting on substack (big thanks to all of my paid subscribers! 🙏🏼)

of my gross revenue…

• 25% - I set aside this amount from my gross revenue to go towards quarterly tax payments

• 10% - I set aside this amount from my gross revenue to cover future planned/unplanned operating expenses (OPEX)

• 65% — goes towards my compensation each month, meaning this is the amount I’m able to pay myself each month

• 0% — in my head I have an aspirational goal to pay myself a small bonus at the end of each season from a “profit” reserve…I still have not implemented this and instead I’ve been reallocating any remaining profit to cover OPEX.

this means that in winter 2025, I was able to pay myself $2,854 for the season (65% of my gross revenue) which comes to $952/mo. I’m practicing paying myself a consistent amount each month to have more predictable income.

while this is not close to my enough number of $3k/mo,⁴ because I have another job at Obran Capital Advisors where I work 32 hrs/wk I am currently living in my enoughness. this feels really good, and when I have excess I redistribute it!

winter 2025 reflections:

1. majority of my revenue went towards paying business expenses and/or myself this quarter! I decided to invest more into my tiny business this season. this feels right to me as it’s allowed me to…

   1. take on more creative projects like the Reimagine Wealth podcast

   2. receive mentorship through business coaching

   3. deepen my relationships with those across the ecosystem by traveling and attending values-aligned conferences, summits and events.

      1. because I started my business in the winter, this season tends to be a time where annual subscriptions for tech and overhead are up for renewal. this usually means larger upfront payments.

2. to what extent am I…

   1. showing up for myself: this season I would say 6/10 — I am celebrating that I’ve made progress…although in mid-feb and march I noticed I was consistently people-pleasing and not meeting my needs. to begin addressing this I…

      1. started reinforcing stronger boundaries and experimented with a routine that included waking up around 6:30 a.m. to give myself time to sip coffee, read, walk, move my body, etc…I might not do it consistently, but when I do I’m in higher spirits throughout the day.

      2. intentionally started to take breaks during the workday (something I literally have never done because I treat myself like a machine). it’s been so rejuvenating to get outside, hear the birds sing, feel the sun kiss my skin, and relish in the wind blowing my hair.

      3. started doing weekly intention check-ins with one of my beloveds to stay accountable to what I say I want to do.

      4. in the coming season I would like to experiment with deleting the gmail and slack apps from my phone (I notice a lotttt of internal resistance even as I’m typing that…hello internalized capitalism!)

   2. showing up for my beloveds: this season I would say 7/10 — I feel like I’ve shown up deeply and with integrity for my beloveds (chosen fam, fam of origin, close-knit friendships). I also took additional steps to hold more of the social reproductive work at home. I…

      1. coordinated weekly dinners with my beloveds to share the load of domestic labor and connected more deeply with them each week

      2. officiated a beloved’s wedding

      3. created and organized a meal train for another beloved living out of state who unexpectedly fell and had surgery

   3. showing up for my community: this season I would say 9/10 — to be honest, I don’t know what it would take to give myself a 10/10 on this (lol)…seems like there is never enough I could do to reach that point. that said, I did my absolute best. in my free time, I…

      1. door-knocked and passed out Know Your Rights info along with literature explaining what to do if ICE is in your neighborhood

      2. brought neighbors together to host a community potluck around community safety and resilience (I’ll be writing an essay about this soon!)

      3. joined the core team of the Festival Beach Food Forest

      4. deepened my relationship with VOCAL-TX

      5. sunset a local housing justice organizing group that I had helped form

      6. showed up to call to actions shared by my local DSA chapter

      7. added Reimagine Wealth to the Apartheid-Free Zone which is a list of “businesses and organizations in Austin that have declared themselves Apartheid-Free” — more info on the Austin Against Apartheid webpage.

      8. launched the Reimagine Wealth podcast

intentions looking ahead:

1. continue to move towards balance, even when guilt comes up…I am extremely guilt-motivated which has served me in some ways (in the sense that I am regularly moved to take action)…and harmed me in other ways (in the sense that I feel like nothing I do is ever enough and I’m extremely critical of myself). I am practicing sitting with my guilt. now I’m trying to use that guilt as an invitation to self-reflect: am I doing my best? is there anything I could be doing differently? if not…then practice accepting and letting go.

2. listen to the wisdom of my body! my body knows what I need. if I’m feeling resentful, frustrated, anxious, there is likely a need of mine that I’m not meeting. instead of avoiding that or blaming someone else, I need to look deeper and try to meet that need (even if it’s uncomfortable)!

3. hit pause on the implementation of ideas and projects I have…I am generally a yes person (this is connected to being highly guilt motivated). I love to say yes and immediately implement an idea I have. it serves me in the sense that I accomplish a lot of the things I set out to do and does not serve me in the sense that I easily get overwhelmed and burnt out because I say yes to too many things at once. instead of immediately jumping to a yes, I would like to let the idea simmer and see how it feels in my body after I give it more time. I would also like to spend more time exploring delegation, or phrased another way: who else is doing this work? in what other ways might I be able to accomplish the same thing?

stay tuned for the next seasonal review where I’ll be sharing more numbers and reflections from spring 2025.

til then….🖤

1. net profit is the selling price of your goods/services minus ALL the costs of running your business

2. the sum of all money generated by a business, without taking into account any part of that total that has been or will be used for expenses.

3. more about my pricing philosophy can be found on the services page of my website: https://www.reimaginewealth.net/services

4. see point #5 here: https://jordynmiddlebrooks.substack.com/i/156758740/things-to-know